Financial Analysis Consultant
Pacific Life
SQL
VP, Financial Planning & Analysis
CFC
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $160,000 - $200,000 per year
Job Level
Lead
About the role
- Responsible for timely reporting to and delivery of financial data requests for North American senior management
- Ensure P&L and cash flows are optimized, including margin enhancement and input into local growth strategies across brokers, states, and clients supported by robust business cases
- Provide KPI insights to the CFC Group and collaborate with Group Revenue and Actuarial teams
- Contribute to annual budget exercise and forecasting requirements (monthly re-forecasting and long-term plan tracking)
- Support the central accounts function to close CFC USA and CFC Canada accounting records accurately and timely, ensuring local insight for accruals and prepayments
- Support the central controls function to establish an Internal Controls over Financial Reporting (ICFR) framework, update local process documentation, identify key risks and mitigating controls, and support monthly internal control reporting
- Ensure adherence to Group finance policies and provide reporting to the central accounts team as required
- Act as main contact for Group Finance on financial matters related to CFC USA and CFC Canada, including IBA and Tax matters
- Act as main contact for all staff in North America for financial queries and a point of contact for Group Finance on the ground
- Work with Group Procurement on supplier optimization and maximizing expense saving opportunities on third-party costs
Requirements
- Qualified Accountant (CPA or equivalent)
- Experience in the Insurance/Insurtech/Fintech sector
- Experience working in a private equity backed business would be beneficial
- Advanced financial-modelling experience (P&L, balance sheet and cash flow statement modelling)
- Strong analytical skills and comfortable working with large datasets
- Motivated by meeting tight deadlines with high standards
- Excellent communication and presentation skills; interact regularly with executive-level management and non-financial managers
- Self-direction and autonomy as first Finance hire in North America; team player
- Familiarity with NetSuite accounting software and planning tools advantageous
- Expertise in Power BI highly welcomed
Benefits
- Love what you do: Our passion and intensity set us apart and makes the difference to our colleagues, customers, brokers and carriers.
- Challenge everything: We’re never afraid to question the way that things are done and we constantly challenge ourselves and others to makes things better.
- Have fun, be good: Insurance is a serious business, but we don’t take ourselves too seriously. We make it fun to work at CFC, we welcome all viewpoints, and we treat everyone how we would expect to be treated.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modellingP&L modellingbalance sheet modellingcash flow statement modellingdata analysisKPI insightsbudgetingforecastinginternal controlsrisk management
Soft skills
analytical skillscommunication skillspresentation skillsself-directionautonomyteam playerdeadline-orientedcollaborationproblem-solvinginterpersonal skills
Certifications
CPAqualified accountant
