Who We Are

We’re NFP, a four-time Best Places to Work award winner in Business Insurance for 2017, 2018, 2019, and 2020. We are also recognized as an Elite 2018 Agency award winner named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: https://www.nfp.com/

The Role at NFP

The position has primary responsibility to work as part of a team organizing, planning and managing projects to drive financial analysis and strategy for NFP. In addition, the Financial Analyst will design, implement and manage performance models required to enable consistent analytics to sustain operational improvements

Financial Analyst reports to the VP of FP&A. The role includes significant interfaces and engagement with NFP’s CFO, IMO and M&A groups.

Essential Duties and Responsibilities:

• Be a key analytical resource for FP&A, IMO and M&A teams seeking knowledge and resolution of various data analysis issues

• Interpret data, analyze results using statistical techniques and provide ongoing reports

• Regularly collaborate with executives and department leaders to interpret and/or validate performance measurements, attributions, profit-and loss measurements and forecasting future results.

• Interpret data, analyze results using statistical techniques and provide ongoing reports

• Coordinate monthly, quarterly, and annual revenue and operational expense budget process for various departments across multiple channels and entities.

• Identify, analyze and interpret trends or patterns in complex data sets

• Work with management to prioritize business and information needs

• Capture, track and report on integration synergies and performance KPIs

• Other duties as assigned

Knowledge, Skills, and/or Abilities:

• Proven working experience as a business data analyst or financial analyst

• Experience in financial modeling and profitability desirable

• Technical expertise regarding data models, database design development, data mining and segmentation techniques

• Strong quantitative skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy

• Adept at queries, report writing and presenting findings

• Proven analytical and problem-solving abilities

• Ability to effectively prioritize and execute tasks in a high-pressure environment

• Strong written, oral, and interpersonal communication skills

• Highly self-motivated and directed

• Keen attention to detail

• Team-oriented and skilled in working within a collaborative environment

• Proficient in the use of MS Office products: Excel, Access, PowerPoint, Word

Education and/or Experience:

• Bachelor’s degree

• 1-3 years of professional experience in an analytical function

Certificates, Licenses, Registration:

• None required

Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.

What We Offer

NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

NFP and You... Better. Together.

NFP is an inclusive Equal Employment Opportunity employer.