World Insurance Associates LLC Looking for Team Lead FP&A at Iselin, NJ Full Time

About Us:

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 hands-on FP&A Team Lead with 5-7 years of experience to lead a small group of two FP&A Analysts focusing on management reporting, board level reporting, budgeting, and variance analysis.

Responsibilities:

Monthly

• Review and assist in the production of the monthly financial results package which is shared with executive leadership
• Highlight and explain material variance to budget and prior year results by working closely with different department and division heads
• Maintain proforma results for M&A transactions and prepare proforma financials for new deals
• Ensure accuracy of financial results in our databases (Adaptive Planning, NetSuite and Power BI)
• Maintain and assist with preparation of monthly ad-hoc reports such as Revenue Flash and other various P&L views.
• Support with any ad-hoc requests as needed

Quarterly

• Review and assist in the preparation of Board Deck materials, write up commentary/analysis regarding the firm’s financial performance
• Prepare snapshots of divisional and department financial performance for quarterly division leader meetings

Annually

• Prepare an annual budget for the company by working closely with various division and department heads to gather inputs around revenue and expenses
• Continue to look for ways to streamline and enhance the existing budget model.

Qualities we are looking for:

• 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
• Finance/Accounting/Economics degree, MBA/CFA/CPA a plus
• Ability to lead junior team members through both hands-on support as well as coaching
• Strong communication skills as this role will expose you to senior leadership across the organization
• Ability to manage large data sets quickly and efficiently, attention to detail is a must
• Private Equity experience a plus but not required

Equal Employment Opportunity

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Powered by JazzHR

7qFrDRAoGc