Job Description

This role interfaces with the Product leaders, Reporting, Controllership, and other Corporate Finance teams. The Financial Analyst should be a self-starter who can work closely with senior leaders, deliver superior analytics, and own complex deliverables.

The responsibilities include :

• Providing support in the completion of month-end close activities, compiling financial statements, completing variance analysis, balance sheet reconciliations, and preparing and posting journal entries
• Evaluate financial performance by comparing and analyzing actual results with plans and forecasts.
• Lead monthly financial reviews with the senior leadership team
• Develop financial projections and build financial models. Prepare models to support strategic decision-making.
• Understand key business drivers, identify trends, and make recommendations for improvements. Perform research and analysis as required
• Work closely with the Billings team to ensure that there are no delays and revenue is accurate for the month.
• Prepare Ad-hoc Revenue and Expense analysis using pivot tables and v-lookups
• Develop and maintain financial forecasts and budgets (monthly, quarterly, annually).
• Help prepare Senior Management presentations / meetings (Monthly Business Reviews, Quarterly Forecast review meetings, etc.)

Qualifications

• 3+ years’ work experience in financial planning & analysis, accounting, and / or corporate finance
• Bachelor’s Degree
• Comfortable with P&L Management and construction
• Experience performing variance analysis against budget and forecast and writing explanations
• Advanced Excel and PowerPoint skills.
• Knowledge of Tableau / Power BI is a big plus
• Strong analytical mindset with attention to detail and accuracy
• Excellent communication, interpersonal, and presentation skills. Should be able to present to the senior management
• Ability to work under pressure and within short time constraints in a complex system and business environment
• Basic Accounting knowledge
• Experience with Financial Systems : Smartview / Oracle Financials, Peoplesoft and nVision a plus
• Team player, able to work in a collaborative environment

LI-HM

Additional Information

In 2022, Verisk received Great Place to Work® Certification for our outstanding workplace culture for the sixth year in a row and second-time certification in the UK, Spain, and India.

We’re also one of the 38 companies on the UK’s Best Workplaces™ list and one of 18 companies on Spain’s Best Workplaces™ list.

For over fifty years and through innovation, interpretation, and professional insight, Verisk has replaced uncertainty with precision to unlock opportunities that deliver significant and demonstrable impact.

From our historic roots in risk assessment, we’ve grown to provide analytic insights that help transform industries focused on some of the world’s most critical areas.

Today, the insurance industry relies on Verisk to be, and to make the world, more productive, resilient, and sustainable.

Verisk works in collaboration with our customers and at the intersection of people, data, and advanced technologies. Through proprietary platformed analytics, advanced modeling, and interpretation, we deliver immediate and sustained value to our customers and through them, to the individuals and societies they serve, with greater speed, precision, and scale.

We’re 9,000 people strong, committed to translating big data into big ideas. We help others see new possibilities and empower certainty into big decisions that impact individuals and societies.

And we relentlessly and ethically pursue innovation to help move our customers, and the world, toward better tomorrows.

Everyone at Verisk from our chief executive officer to our newest employee is guided by The Verisk Way, to Be Remarkable, Add Value, and Innovate.

• Be Remarkable by doing something better each day in service to our customers and each other
• Add Value by delivering immediate and sustained results that drive positive outcomes
• Innovate by redefining what’s possible, embracing challenges, and pushing boundaries

Verisk Businesses

Underwriting Solutions provides underwriting and rating solutions for auto and property, general liability, and excess and surplus to assess and price risk with speed and precision

Claims Solutions supports end-to-end claims handling with analytic and automation tools that streamline workflow, improve claims management, and support better customer experiences

Property Estimating Solutions offers property estimation software and tools for professionals in estimating all phases of building and repair to make day-to-day workflows the most efficient

Extreme Event Solutions provides risk modeling solutions to help individuals, businesses, and society become more resilient to extreme events.

Specialty Business Solutions provides an integrated suite of software for full end-to-end management of insurance and reinsurance business, helping companies manage their businesses through efficiency, flexibility, and data governance

Marketing Solutions delivers data and insights to improve the reach, timing, relevance, and compliance of every consumer engagement

Life Insurance Solutions offers end-to-end, data insight-driven core capabilities for carriers, distribution, and direct customers across the entire policy lifecycle of life and annuities for both individual and group.

Verisk Maplecroft provides intelligence on sustainability, resilience, and ESG, helping people, business, and societies become stronger

At Verisk you can build an exciting career with meaningful work; create positive and lasting impact on business; and find the support, coaching, and training you need to advance your career.

We have received the Great Place to Work® Certification for the 7th consecutive year. We’ve been recognized by Forbes as a World’s Best Employer and a Best Employer for Women, testaments to our culture of engagement and the value we place on an inclusive and diverse workforce.

Verisk’s Statement on Racial Equity and Diversity supports our commitment to these values and affecting positive and lasting change in the communities where we live and work.

Verisk Analytics is an equal opportunity employer.

All members of the Verisk Analytics family of companies are equal opportunity employers. We consider all qualified applicants for employment without regard to race, religion, color, national origin, citizenship, sex, gender identity and / or expression, sexual orientation, veteran's status, age or disability.

Unsolicited resumes sent to Verisk, including unsolicited resumes sent to a Verisk business mailing address, fax machine or email address, or directly to Verisk employees, will be considered Verisk property.

Verisk will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume.

HR CCPA Privacy

Our client is a leading commercial real estate investment firm in New York City seeking an experienced and detail-oriented *Financial Analyst* to join their team.

Salary / Hourly Rate : $90k $110k Position Overview : As a Financial Analyst, you will play a critical role in financial planning and analysis, budgeting, variance analysis, and reporting.

This is an exciting opportunity to work in a dynamic industry and contribute to the success of a prominent real estate investment firm.

Responsibilities of the Financial Analyst :

Assist in the preparation of annual budgets and periodic forecasts. Collaborate with stakeholders to gather financial data and assumptions.

Analyze variances between actual results and budget / forecast, and provide insightful explanations.* Conduct comprehensive variance analysis to identify key drivers impacting financial performance.

Prepare reports and presentations to communicate findings and recommendations to management.* Develop and maintain financial models to track key performance indicators (KPIs) and financial metrics.

Prepare accurate and timely financial reports for internal and external stakeholders. Provide meaningful insights based on financial analysis.

• Support strategic planning initiatives by performing financial analysis, scenario modeling, and sensitivity analysis. Evaluate investment opportunities and assist in decision-making processes.
• Assist in long-range financial planning and forecasting. Monitor industry trends, market conditions, and economic factors to provide accurate and reliable financial projections.
• Ensure the accuracy and integrity of financial data by conducting data validation, reconciliations, and data audits. Identify and resolve data discrepancies or issues.

Qualifications for the Financial Analyst :

• Minimum of 5 years of relevant experience in financial analysis, preferably in the commercial real estate industry.* Strong proficiency in Microsoft Excel is preferred.
• Solid understanding of financial planning and analysis concepts, budgeting, forecasting, and variance analysis.* Excellent analytical and problem-solving skills, with a keen attention to detail.
• Strong interpersonal and communication skills to collaborate effectively with cross-functional teams.* Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
• Strong business acumen and ability to provide strategic insights based on financial analysis.* Knowledge of real estate investment principles, financial modeling, and valuation techniques is a plus. Education Requirements :
• Bachelor’s degree in Finance, Accounting, or related field.* MBA or CFA designation is a plus. Benefits :
• Client-provided benefits available, upon eligibility. As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title.

The Financial Planning Analyst will assist in the financial planning, reporting and analysis for the Clinical Effectiveness business within the Health Division of Wolters Kluwer.

This role will be focused on sales, revenue, forecasting, and analysis across products as well as identifying business opportunities that drive growth.

The individual must be a self-starter and work with limited direction while taking ownership of their areas of responsibility.

This position is looking for candidates who can problem solve, recommend solutions, and exercise good business judgement.

ESSENTIAL DUTIES & RESPONSIBILITIES

Partnering

• Financial support for the Commercial Business and assisting in the consolidation effort for the North American businesses
• Provide quantitative-based recommendations that support sales and revenue growth targets
• Partner with other Finance, Sales and business teams across the business to develop the forecast; helping to ensure collaboration and coordination with key stakeholders
• Using the data to anticipate opportunities and risks in the forecast and effectively communicate
• Support and partner with multiple teams in planning, measuring, reporting, and improving performance of business operations
• Participate in cross-functional teams and projects
• Actively engage in the monthly close processes including involvement across multiple order management systems
• Partner with business leaders to identify P&L opportunities and continuous improvement opportunities

Reporting

• Prepare, analyze and present financial results, as necessary including supporting metrics
• Forecast using driver-based modelling with supporting data
• Month-end financial close reporting; including reviewing all areas of responsibility
• Analyze financial and business performance against key metrics and document highlights that enable management to determine progress against strategic / business plans
• Monitor and analyze results against budget / forecasts and provide insightful and actionable variance explanations

QUALIFICATIONS

Education : Bachelor level or above degree with a concentration in Finance, Data Science, or equivalent experience required

Required Experience :

• 2+ years’ experience with 1+ year in data or finance : Internships count towards the 2 years of experience
• Proficient in MS Office Suite with advanced knowledge of Excel preferred

Preferred Experience, Knowledge, Skills & Abilities :

• Proficiency in ERP Financial software such as NetSuite, Tagetik, Multipub, Softrax, Great Plains, or other similar software
• Ability to work well in a team, and a commitment to continuous quality improvement
• Experience working in a large global company
• Strong quantitative and analytical skills with the ability to think strategically
• Exceptional organization skills and the ability to manage multiple competing priorities with accuracy and timeliness in a dynamic fast-paced environment
• Excellent verbal and written communication skills

Compensation :

Target salary range CA, CT, CO, NY, WA : : $72,400-$100,200

L.J Gonzer Associates is looking for individuals to join our pool of qualified candidates for potential assignment as a Financial Analyst.

• Compile, prepare, edit senior management documents / reports and information in excel spreadsheets and power point presentations-Analyze large amounts of project and financial data to accurately and produce reports and presentations-Maintain efficient work environment understanding the confidential nature of some assigned work-Draft / edit reports, memoranda, excel spreadsheets using formulas-Complete specific types of analysis as required and fulfil presentation or administration duty as assigned-Implement multiple specific or department-wide projects and assignments and provide direct support for office-wide initiatives, such as analyses, reports, or other activities-Interact with various Design and Construction Managers, operating divisions, and departments-Bachelor's or Master's Degree in economics, finance, accounting, business or public administration, human resources management, etc.
• Advanced computer skills in Microsoft Word, Teams, Adobe and Outlook. Familiarity or knowledge of the following tools : -SQL Server and SQL programming language-Power BI-SharePoint, MS Power Automate, and MS Power App-Microsoft Excel (VBA, macros)-Understanding of data structure and knowledge of data management-Strong problem solving, analytical, and presentation skills-Administrative experience in a busy, high demand, deadline-oriented environment-Ability to Multi-tasking, available to work overtime when, as needed-Strong organizational skills-Excellent interpersonal, written and verbal communication skills

Schedule Notes :

8 : 00 AM - 8 : 30 PM

3 days a week

Job Description :

• Analyzing financial data.
• Researching macroeconomic and microeconomic conditions.
• Preparing accounting and other required reports and projections based on the analysis performed.
• Evaluating capital expenditures and asset depreciation.
• Establishing and evaluating records, statements, and profit plans.
• Identifying financial performance trends and financial risk, and making recommendations.
• Providing recommendations for improvement based on trends.
• Coordinating with other members of the finance team, such as a risk analyst when required to review financial information and forecasts.
• Providing financial models.
• Making financial forecasts.
• Analyzing inventory.

Education Requirement :

Bachelor's Degree in Accounting, Finance, Health Care Administration, Business Administration, Public Health, or a related field required.

Knowledge, Skills, Abilities :

2 years experience.

Benefits offered to our workers include the following :

• Medical Insurance
• Vision & Dental insurance
• Life Insurance
• 401K
• Commuter Benefits
• Employee Discounts & Rewards
• Payroll Payment Options

Equiliem ( www.equiliem.com ) believes in empowering success. It's our job to cultivate relationships that connect people and employers in a way that is inclusive, intelligent, and allows both to thrive.

Across the U.S., leading companies in healthcare, government, light industrial manufacturing, professional services, and energy rely on us for their workforce solutions.

Our recruiting and HR services include contract and direct hire staffing, Payrolling / EOR, and Independent Contractor Compliance.

For over 50 years, we've helped shape our industry. Today, we continue to research, ask questions, and constantly enhance the candidate journey and client experience.