ICONMA
Overview
Our Client, a Financial company, is looking for an FP&A Business Analyst – Financial Systems Projects for their New York, NY/ Boston, MA/ Des Moines, IA location. Responsibilities
Business Process Analysis: Analyze FP&A projection processes, including forecasting, variance analysis, and scenario modeling, to identify opportunities for automation, efficiency, and reconciliation improvements. Requirements Gathering: Collaborate with FP&A teams and developers to define and document system requirements, ensuring alignment with financial reporting and planning objectives. Testing & Validation: Develop and execute test plans, test cases, and user acceptance testing (UAT) to validate system functionality against business needs, particularly around financial data accuracy. Data Integrity & Controls: Partner with finance teams to ensure the integrity, consistency, and quality of financial data across planning and reporting systems. Continuous Improvement: Apply critical thinking to evaluate current FP&A workflows, challenge assumptions, and propose alternative solutions to improve forecasting accuracy and operational efficiency. Stakeholder Engagement: Act as a liaison between finance (FP&A) and technology teams, facilitating effective communication, managing priorities, and ensuring successful delivery of project objectives. Reporting & Insights: Support the design and delivery of financial dashboards, KPIs, and reports to enhance decision-making across leadership teams. Requirements
Bachelor’s degree in Finance, Accounting, Information Technology, or related field (or equivalent combination of education and experience). Advanced degree (MBA, MS in Finance, or related field) preferred but not required. 5–10+ years of experience in FP&A or financial systems roles within Life & Annuity insurance, or financial services industries. Experience with financial planning platforms (e.g., Hyperion, Anaplan, Adaptive Insights, or similar tools) and comfort working with large datasets. Strong ability to analyze financial processes, identify issues, and recommend improvements. Skilled in projections, scenario analysis, and variance reporting. Excellent ability to communicate with both finance professionals and IT developers. Proficiency in PowerPoint and Excel; ability to translate technical and financial concepts for diverse stakeholders. Demonstrated ability to independently identify process inefficiencies and recommend creative, practical solutions. Why Should You Apply?
Health Benefits Referral Program Excellent growth and advancement opportunities As an equal opportunity employer, ICONMA provides an employment environment that supports and encourages the abilities of all persons without regard to race, color, religion, gender, sexual orientation, gender identity or express, ethnicity, national origin, age, disability status, political affiliation, genetics, marital status, protected veteran status, or any other characteristic protected by federal, state, or local laws.
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Our Client, a Financial company, is looking for an FP&A Business Analyst – Financial Systems Projects for their New York, NY/ Boston, MA/ Des Moines, IA location. Responsibilities
Business Process Analysis: Analyze FP&A projection processes, including forecasting, variance analysis, and scenario modeling, to identify opportunities for automation, efficiency, and reconciliation improvements. Requirements Gathering: Collaborate with FP&A teams and developers to define and document system requirements, ensuring alignment with financial reporting and planning objectives. Testing & Validation: Develop and execute test plans, test cases, and user acceptance testing (UAT) to validate system functionality against business needs, particularly around financial data accuracy. Data Integrity & Controls: Partner with finance teams to ensure the integrity, consistency, and quality of financial data across planning and reporting systems. Continuous Improvement: Apply critical thinking to evaluate current FP&A workflows, challenge assumptions, and propose alternative solutions to improve forecasting accuracy and operational efficiency. Stakeholder Engagement: Act as a liaison between finance (FP&A) and technology teams, facilitating effective communication, managing priorities, and ensuring successful delivery of project objectives. Reporting & Insights: Support the design and delivery of financial dashboards, KPIs, and reports to enhance decision-making across leadership teams. Requirements
Bachelor’s degree in Finance, Accounting, Information Technology, or related field (or equivalent combination of education and experience). Advanced degree (MBA, MS in Finance, or related field) preferred but not required. 5–10+ years of experience in FP&A or financial systems roles within Life & Annuity insurance, or financial services industries. Experience with financial planning platforms (e.g., Hyperion, Anaplan, Adaptive Insights, or similar tools) and comfort working with large datasets. Strong ability to analyze financial processes, identify issues, and recommend improvements. Skilled in projections, scenario analysis, and variance reporting. Excellent ability to communicate with both finance professionals and IT developers. Proficiency in PowerPoint and Excel; ability to translate technical and financial concepts for diverse stakeholders. Demonstrated ability to independently identify process inefficiencies and recommend creative, practical solutions. Why Should You Apply?
Health Benefits Referral Program Excellent growth and advancement opportunities As an equal opportunity employer, ICONMA provides an employment environment that supports and encourages the abilities of all persons without regard to race, color, religion, gender, sexual orientation, gender identity or express, ethnicity, national origin, age, disability status, political affiliation, genetics, marital status, protected veteran status, or any other characteristic protected by federal, state, or local laws.
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