Financial Planning and Analysis Manager

Overview

Required skills and experience: We are searching for a Financial Planning and Analysis Manager to fill a permanent, hybrid role, 2-3 days per week in office in Boston, MA. This role will report to the Director of F&A and requires a professional with a wide variety of skills ideally from a small to midsized company where you participated in giving financial business presentations to executives and are comfortable providing ad hoc reports to support new or existing products and clients. We prefer candidates with 7+ years of industry experience that include financing transactions, mergers and acquisitions, joint ventures and strategic alliances. In this role you will provide daily, weekly, monthly, and quarterly reports regarding financial results and operating cashflows by business segment including projected vs. actual performance data and variance. You will monitor critical business metrics, develop models to support annual strategic plan and budget process, and provide quarterly forecast updates. Top 5 Skills:1. Financial Modeling/Statistical Trends 2. Experience conducting market/competition research 3. ROI and Profitability forecasting 4. Expert level in MS Excel/Access 5. Excellent written and verbal communication  

Qualifications

• Have you talked to a recruiter about this role on the phone?
• Excel (8+ years)
• MS Access (5+ years)
• Financial Modeling (6+ years)
• Profitability Forecasting (5+ years)

Benefits

Company

Our client is a Software Development company that provides artificial intelligence-driven SaaS solutions exclusively for the insurance industry. Their platform provides bias-free, data-driven insights that helps commercial insurers automate and improve underwriting results, reduce claim costs, and improve operational efficiencies.