Financial Analyst

February 15

World Insurance Associates LLC

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Large Resources. Local Relationships.

Trucking & Transportation Insurance • Restaurant & Bar Insurance • Personal Lines Insurance • Business Insurance • Group Benefits

1001 - 5000

Description

• 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: - Build/Maintain/Update the firm’s 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. • Qualities we are looking for: - 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.

Requirements

• 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.

Benefits

• Qualified candidates may work remotely from anywhere in the United States.