Senior Financial Analyst - Financial Planning & Analysis

Overview: 

 If you're looking for the stability of a profitable, growing company with the entrepreneurial spirit of a startup, we’re hiring. SageSure, a leader in catastrophe-exposed property insurance, is seeking a Senior Financial Analyst. We are seeking a driven individual to join our Financial Planning & Analysis team within the Corporate Strategy group to provide financial support and analysis to aid departments in decision making. 

 What you’d be doing: 

 As a Senior Financial Analyst, you will enable SageSure’s continued growth by strengthening financial budgeting and forecasting across the company. This includes executing on a range of initiatives aimed at improving our financial performance and capabilities. To do this effectively, you will be comfortable working cross-functionally and with all levels of the organization, be organized and detail-oriented, and have a desire to learn in a hands-on environment.  Core responsibilities of this role include: 

 Budgeting and Forecasting: 

• Assist in the preparation and development of department budgets, forecasts, and other related reporting activities throughout the year 
• Input and maintain budget and forecast data in appropriate systems as well as any associated supporting schedules 
• Document and maintain budget and reforecast process workflows 
• Take ownership of data accuracy and integrity across necessary systems 
• Provide variance analysis of actual results versus budget and/or forecast  
• Proactively produce and analyze reports to develop insights about drivers of performance  
• Identify, develop and maintain listing of expense drivers necessary to inform forecast 
• Develop and maintain detailed financial exhibits as necessary 

 Financial Analysis and Support: 

• Develop a strong understanding of the corporate general ledger system and reporting tools 
• Perform variable and fixed cost analyses to identify potential improvement opportunities 
• Analyze and report on financial information and records as requested by management 
• Develop and maintain budget reporting metrics  

 Operational Improvements: 

• Enhance existing process documentation and create new process guides where needed   
• Develop library of reference information that will help strengthen FP&A operations  
• Support the development of an operational scorecard and regularly monitor our performance; use results to drive process improvements 

 We’re looking for someone who has: 

• Bachelor of Science Degree in Finance or Accounting preferred 
• 3-5 years of professional experience FP&A or Accounting 
• Proficiency in MS Excel and PowerPoint; ability to create compelling data exhibits and presentations for an executive audience  
• Demonstrated analytical, problem-solving, and project management skills 
• Desire to learn in a hands-on and dynamic environment   
• Robust organizational skills and attention to detail; maintain a high standard of documentation  
• The ability to communicate effectively across a wide range of audiences   
• Ability to learn new concepts quickly and apply skills learned in a rapid and effective manner  

Highly preferred candidates also have: 

• Experience with NetSuite and NetSuite Planning and Budgeting  
• Professional experience within the insurance industry  
• Advanced MS Excel ability 
• Familiarity with PowerBI or similar data visualization software