Senior Financial Analyst - Capital Planning (Remote)

We have been writing policies for the same farms and small businesses since 1999.

Overview:

We are adding a Senior Financial Analyst - Capital Planning (Remote) to our operations team. Good fit for someone with a few years in FP&A or public accounting who wants to see more of how the business runs. Remote within the US. The team meets in Warwick once a quarter, travel covered. Day-to-day communication is in Slack and Google Meet.

Essential duties and responsibilities:

• Support board deck preparation with charts and commentary
• Update KPIs such as gross margin, CAC and revenue per employee
• Present monthly results to operating leaders and explain key drivers
• Model pricing changes, capital projects and new business cases
• Build and maintain the annual budget and quarterly forecast models
• Track headcount and payroll costs against plan
• Prepare monthly variance analysis against budget and prior year
• Improve forecasting processes and cut manual steps out of the model

Skills and experience:

• 5+ years of FP&A, corporate finance or public accounting experience
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models
• Experience building budgets and forecasts
• Working knowledge of accounting and how the three statements connect
• Bachelor's degree in finance, accounting or economics
• Familiar with an ERP such as NetSuite, SAP or Oracle

Perks and benefits:

• Health insurance
• 401(k) with company match
• Three weeks of PTO to start
• Referral program
• $1,000 home office setup budget

Interview process: a phone call, a meeting with the hiring manager, and a final conversation with the team.

This position requires a background check.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Warwick Assurance LLC.