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
- Main finance contact for central accounting and controls team onshore and trusted expert to local Executive Management team
- Provide financial support, commercial insight and healthy challenge to assist growth plans
- Explore opportunities for top-line growth, margin, and cash flow optimisation
- Timely reporting to and delivery of financial data requests for North American senior management
- Ensure P&L and cash flows are optimized; provide input into local growth strategies and business cases
- Provide KPI insights to the CFC Group and collaborate with Group Revenue and Actuarial teams
- Contribute to annual budget exercise, monthly re-forecasting and long-term plan tracking; liaise with stakeholders
- Support central accounts to close CFC USA and CFC Canada accounting records accurately and timely
- Support central controls to establish ICFR framework for CFC USA and CFC Canada, including process documentation and controls reporting
- Ensure adherence to Group finance policies and report to central accounts team as required
- Act as main contact for Group Finance on financial matters including IBA and Tax
- Act as main contact for North America staff for financial queries and for Group Finance on the ground
- Work with Group Procurement on supplier optimization and maximizing expense saving opportunities on 3rd party costs
Requirements
- Qualified Accountant (CPA or equivalent)
- Experience in the Insurance/Insurtech/Fintech sector
- Experience working in a private equity backed business 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 for executive-level interaction
- 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: We show up each day ready to take on the world. 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 insightsbudgetingforecastingprocess documentationcontrols reporting
Soft skills
analytical skillscommunication skillspresentation skillsself-directionautonomyteam playermotivationdeadline managementcollaborationcommercial insight
Certifications
CPAqualified accountant
