Job title: Financial Specialist Location: New Haven, CT (Hybrid schedule) Salary range: $115K to $128K/annum Direct hire/Full-time
Overview
Conducts financial analysis and reporting to support insurance operations, nonprofit organizations, and investment management entities. Responsibilities include expense planning, forecasting, and monitoring through analysis of financial results, identification of key variance drivers, and preparation of recurring reports for stakeholders. Partners with Finance, Accounting, and internal and external teams investigate expense activity, address inquiries, and support annual budgeting and forecasting processes within a dynamic systems environment.
Core Responsibilities
Collaborate closely with the Associate Director to offer comprehensive support for expense management, budget, forecasting, and other critical financial planning activities.
Perform monthly and quarterly variance analysis on assigned expense lines, identifying key drivers of fluctuations and summarizing findings for management reporting.
Support the development of annual budgets and periodic forecasts by analyzing trends, validating assumptions with business partners, and updating financial models.
Collaborate with internal departments to research and resolve expense-related questions, providing clear explanations, and improving understanding of financial results.
Work with stakeholders to identify and support accruals, including reviewing large or unusual transactions to ensure expenses are recorded in the proper period.
Extract, analyze, and maintain financial data using applications tools such as SAP and Excel; assist in improving reporting processes and data accuracy as part of ongoing system enhancements.
Respond to ad hoc requests and participate in projects aimed at improving financial processes, reporting efficiency, and overall expense management.
Other duties assigned as required by business needs.
Skills Qualifications Required:
Strong attention to detail with a high level of accuracy in financial analysis and reporting
Solid analytical and financial modeling skills with the ability to interpret and explain results
Effective organizational skills with the ability to manage multiple priorities and deadlines
Strong written and verbal communication skills, including the ability to clearly present financial information and recommendations
Proven interpersonal skills and ability to work collaboratively across various internal and external stakeholders
Strong problem-solving skills with the ability to investigate and resolve variances and discrepancies
Systems/Technical Knowledge:
Proficiency in Microsoft Office Products, including intermediate to advanced Excel (e.g., data analysis, formulas, pivot tables); Word and PowerPoint
Experience with large-scale ERP systems (e.g., SAP or similar) preferred
Working knowledge of applications, supporting data, and maintenance.
Education Required:
BS in Accounting or Finance
3-5 years insurance industry experience or equivalent combination of training and experience
Numbers & Facts
Location
New Haven, CT
Salary
$115,000–$128,000 Per Year
Skills
Accountingunmatched
Analysis Skillsunmatched
Budget Managementunmatched
Budgetingunmatched
Communication Skillsunmatched
Data Analysisunmatched
Data Processingunmatched
Data Qualityunmatched
Detail Orientedunmatched
ERP (Enterprise Resource Planning)unmatched
Expense Analysisunmatched
Expense Managementunmatched
Expense Trackingunmatched
Financeunmatched
Finance Softwareunmatched
Financial Analysisunmatched
Financial Modelingunmatched
Financial Planningunmatched
Financial Reportingunmatched
Financial Servicesunmatched
Forecastingunmatched
Insuranceunmatched
Interpersonal Skillsunmatched
Investment Managementunmatched
Large-Scale Systemsunmatched
Management Reportingunmatched
Microsoft Officeunmatched
Microsoft PowerPointunmatched
Microsoft Product Familyunmatched
Microsoft Wordunmatched
Multitaskingunmatched
Nonprofitunmatched
Operational Supportunmatched
Organizational Skillsunmatched
Pivot Tablesunmatched
Presentation/Verbal Skillsunmatched
Problem Solving Skillsunmatched
Process Improvementunmatched
SAPunmatched
Team Playerunmatched
Time Managementunmatched
Trend Analysisunmatched
Variance Analysisunmatched
Writing Skillsunmatched
🎯
Be found by employers
5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.
Level up your application
Professional resume templates
Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.