The Financial Analysis function is responsible for preparing by-client and business-wide financial analyses and research.

The department prepares monthly and quarterly analysis reports for Business Unit Personnel as well as Finance and Corporate Management.

What will be my duties and responsibilities in this job?

Carry out analytical assignments using accounting reports and knowledge.

Assist with compiling statistics related to company income, expenses and assets.

Assist with preparing financial statements, statistics and reports based on general ledger activity.

Work well with other departments and outside clients to complete projects.

Create spreadsheet financial models.

Learn company accounting policies and procedures.

Provide internal and external auditors / examiners supporting documentation during exams and audits.

What are the requirements needed for this position?

Bachelor's degree in Accounting, or similar study.

1-2 years of professional experience in a corporate financial accounting area.

What other skills / experience would be helpful to have?

Strong attention to detail, organizational, time management and problem solving skills.

Pay Range :

$46,000.00 - $76,000.00

Any posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.

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What’s the culture like at Assurant?

Our unique culture is a big reason why talented people choose Assurant. Named a Best / Great Place to Work in 13 countries and awarded the Fortune America’s Most Innovative Companies recognition in 2023, we bring together top talent around the world.

Although we have a wide variety of skills and experiences, we share common characteristics that are uniquely Assurant. A passion for service.

An ability to innovate in practical ways. And a willingness to take chances. We call our culture .

Company Overview

Assurant is a leading global business services company that supports, protects, and connects major consumer purchases. A Fortune 500 company with a presence in 21 countries, Assurant supports the advancement of the connected world by partnering with the world’s leading brands to develop innovative solutions and deliver an enhanced customer experience through mobile device solutions, extended service contracts, vehicle protection services, renters insurance, lender-placed insurance products, and other specialty products.

Equal Opportunity Statement

Assurant is an Equal Employment Opportunity employer and does not use or consider race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local law in employment decisions.

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.

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