Senior Financial Planning Analyst

Simply | Business - Boston, MA

Full-time - Mid Level

Hybrid - Boston, MA

Professional, Scientific, and Technical Services

About the position

The Senior Financial Planning Analyst at Simply Business plays a crucial role in the finance team, focusing on reporting business results and supporting Finance Business Partners (FBPs) in analyzing trends. This position requires a proactive individual with strong analytical skills to drive performance reporting and assist in strategic discussions across various functional groups.

Responsibilities

• Lead the reporting of weekly and monthly business results.
• Support FBPs in identifying and investigating changes in trends.
• Conduct ad hoc analysis of real-time trends and results in collaboration with the Data and Analytics team.
• Create scenario analyses to assist FBPs and functional leaders in strategic discussions.
• Own the end-to-end process for performance reporting for respective functions.
• Prepare finance reporting packs, synthesizing key variances and drivers, and communicate findings to the business.
• Prepare materials for monthly trading meetings to equip business leaders for discussions on results and expectations.
• Support expense management by hosting meetings with business leaders to review performance and provide variance analysis.
• Assist in the budgeting process for expenses, headcount, and revenue, partnering with FBPs and business leaders.
• Support modeling and projections for new strategic opportunities.

Requirements

• Strong analytical skills and attention to detail.
• Ability to work independently and collaboratively with various functional groups.
• Experience in financial reporting and performance analysis.
• Proficiency in scenario analysis and financial modeling.

Nice-to-haves

• Experience in the insurance industry or financial services.
• Familiarity with budgeting processes and expense management.

Benefits

• Group plan for medical, dental, vision, and prescription drug coverage.
• Short term disability, long term disability, and life insurance coverage.
• Participation in the Company's bonus program.
• Participation in 401(k) plan with a 5% employer match.
• Commuter benefits to help cut down on parking and public transit costs.
• 25 days of vacation time plus 10 sick days and 10 company holidays.
• Investment in learning and development opportunities.
• Regular team outings and volunteer opportunities.
• Hybrid working model for flexibility.