Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary

The Financial Analyst will support the VP of Finance in all financial functions within corporate as well as partnering with the Business Integration team, Accounting, and Technology. This position requires the FA to participate in the development of financial and accounting reporting, strategies, objectives and operating plans to meet business growth and profitability goals. Additionally, the FA will support the VP of Finance to manage the financial forecast and budgets to support the attainment of those goals and objectives. The position will interact with all levels within the organization (accounting, sales, operations, technology, M&A, legal).

Core Accounting Functions

• Provide support to FP&A team to obtain operational efficiencies, financial policies, and business strategy
• Assist with annual budgets and forecasts, including identify major drivers and opportunities/risks; update as needed
• Provide support to present financial reporting and analysis to both regional and corporate management
• Analyze, understand, and explain to relevant parties year-over-year variations of actual or projected financial result
• Provide support in financial statistics of the firms supported including C&F roll forward, headcount analysis and other relevant KPI’s
• Analyze, understand, and explain to relevant parties any variations of actual results from budget/forecast
• Work with team to create reports and presentations
• Provide support for acquisition integration
• Execute on various Corporate Finance initiatives

Education/Work Experience

• Bachelor’s degree in Accounting or Finance required.
• Insurance brokerage experience is preferred
• Entry level (1-2 years of experience in finance or accounting preferred)
• Experience with Lawson, Cognos, IBM Planning Analytics & an insurance agency management system software is a plus (EPIC & Salesforce)
• Proficiency with all Microsoft Office applications, reporting systems, and capacity to learn new systems
  • Excel knowledge is highly desired

Knowledge, Skills & Abilities

• Ability to operate in a highly focused, entrepreneurial environment with expectation to challenge and influence business decisions based on data driven analytics
• Must be a self-starter who thrives on taking ownership over their work and responsibilities
• Outstanding interpersonal and communication skills
• Ability to effectively and professionally present financial information to senior management and corporate executives

What We Offer

NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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.