Senior Financial Analyst

About the Company: Our client is a private equity-backed specialty insurance platform experiencing significant growth through both organic expansion and strategic acquisitions. Led by an experienced executive team, the organization operates across multiple markets and continues to invest heavily in building its finance and operational infrastructure.

This is an opportunity to join a finance team that is still being built. The organization is looking for someone who wants ownership, enjoys working in a high-visibility environment, and is interested in helping shape the future of the FP&A function.

Position Overview: The Senior Financial Analyst will partner closely with senior finance leadership and play a key role in financial planning, forecasting, reporting, and strategic decision support.

This individual will be responsible for maintaining and enhancing financial models, supporting budgeting and forecasting activities, developing KPI reporting, and helping build scalable FP&A processes as the organization continues to grow.

Responsibilities

• Own and maintain the long-range financial model, including three-statement forecasting
• Support annual budgeting and periodic forecasting processes
• Develop and enhance financial models used for planning and business decision-making
• Build KPI reporting, dashboards, and performance tracking tools
• Prepare reporting and analysis for senior leadership
• Analyze financial performance and provide actionable insights into key business drivers
• Partner with operational and functional leaders across the organization
• Support acquisition, integration, and strategic growth initiatives
• Build and improve budgeting, forecasting, and reporting templates
• Identify opportunities to improve processes, reporting, and scalability across the finance function
• Perform ad hoc financial analysis and special projects as needed

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 4-7 years of experience in FP&A, Strategic Finance, Corporate Finance, Transaction Advisory, Valuation, Consulting, or a related field
• Advanced Excel and financial modeling skills
• Experience building financial models, forecasts, budgets, and reporting packages
• Strong analytical and problem-solving abilities
• Ability to work independently in a fast-paced environment
• Excellent communication and presentation skills
• Experience supporting senior leadership and business stakeholders

What Makes This Opportunity Unique

• Direct partnership with senior finance leadership
• Significant ownership and visibility within the organization
• Opportunity to help build and scale FP&A processes and infrastructure
• Exposure to acquisition activity, long-range planning, and strategic initiatives
• Fast-growing business with substantial runway for future growth
• Highly collaborative environment with opportunities for increased responsibility over time

Location: New York, NY (Financial District)

Compensation: $140,000 - $160,000 Base Salary + Bonus

Work Arrangement: On-site, 5 days/week