- New York, NY, USA
- Full Time
Individual will be responsible for reporting, analyzing, and forecasting the financial performance of the company.
MAJOR DUTIES AND RESPONSIBILITIES
- Monthly and Quarterly reporting processes
- Producer Compensation calculations and reporting
- Assist Managing Director with yearly budgeting
- Data verification on dashboard reports
- Develop and continually improve budgeting, financial projections, and operating forecast
- Formulating strategic recommendations to increase our revenues and optimize our costs, and closely follow checkpoints of our company objectives
- Ad-hoc business performance reporting
- Develop financial models and analyze them to support strategic initiatives
- Support Senior Leadership team and the Heads of Department with data-driven analysis.
REQUIREMENTS
- 3-5 years' experience in finance, FP&A, investment banking, corporate backgrounds. Insurance industry preferred.
- High level command of Excel (Pivot tables, charts, formulas, etc).
- Detail oriented
- Outstanding analytical skills, agile and hands-on, high attention to detail, committed to making an impact
- Professional, positive demeanor
- Collaborative, team-oriented, service-oriented
