- Build/Maintain/Update the firms 5-year planning model, build out and expand on income statement and cashflow modeling as well as M&A projections.
- Provide close support for our PE investors as well as senior leadership on any ad-hoc requests with regards to data needs or model changes.
- Develop close relationships with key leaders within the organization, gather important information and inputs for modeling purposes.
- Assist the Manager of FP&A with maintaining compensation data as well as written analysis on compensation expense changes vs budget and prior year.
- Assist the greater FP&A team during key reporting cycles with insights into compensation expense drivers and themes.
- Work Closely with HR during the budgeting cycle to gather compensation data.
- Strong expertise in financial modeling preferably with prior Private Equity exposure.
- Self-starter with a very strong sense of initiative.
- Very technically savvy, expert knowledge of advanced Excel functionality and Power Point.
- Prior knowledge of NetSuite, Adaptive Planning and Power BI is a plus but not required.
- Finance/Accounting/Economics degree, MBA/CFA/CPA a plus.
- Ability to translate complicated financial concepts to a broader audience.
- Strong communication skills as this role will expose you to senior leadership across the organization as well as our PE investors.
- Ability to manage large data sets quickly and efficiently, attention to detail is a must.
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Financial Analyst - Iselin, United States - World Insurance Associates LLC
Description
Qualified candidates may work remotely from anywhere in the United States.About Us:
World Insurance Associates is a rapidly growing insurance brokerage and wealth management company. Through our partnership with Private Equity investors, we have tripled the size of the firm over the last three years through a robust M&A strategy as well as solid organic growth.
We are seeking a strong Financial Analyst with 3-5 years of experience to handle our financial statement modeling (Income Statement and Cashflows) as well as provide support with compensation expense analysis.
Responsibilities: