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Unison Risk Advisors Himalayas · Posted 2d ago

Financial Analyst

Full time Remote

Financial Analyst Financial Planning And Analysis Business Performance Analyst FP & A Analyst
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Indexed description

Position Summary

The Financial Analyst supports financial planning and analysis (FP&A) activities for the Employee Benefits business, including forecasting, budgeting, and monthly financial reporting. This role also provides business performance analytics, with a focus on tracking carrier book-of-business metrics and delivering insights to support strategic decision-making.

Key Responsibilities

Financial Planning & Analysis

  • Support and participate in the monthly forecasting process, including revenue, expense, and performance projections
  • Assist in the development and maintenance of annual budgets
  • Perform variance analysis (actual vs. plan vs. prior year) and identify key drivers
  • Prepare financial reporting for leadership review

Business Performance Analytics

  • Track and maintain carrier book-of-business metrics including premium, revenue, wins/losses, and retention
  • Develop reporting for carrier performance and pipeline analysis
  • Identify trends supporting growth, profitability, and strategic insights

Reporting & Data Management

  • Maintain recurring financial and operational reporting
  • Aggregate data across systems to support analysis
  • Support KPI, dashboard, and reporting development

Projects & Business Support

  • Support cross-functional initiatives tied to financial and operational performance
  • Assist with ad hoc analysis for strategic decision-making

Standard Responsibilities

  • Exhibit ethical behavior in the performance of job responsibilities. Maintain professionalism, diplomacy, sensitivity, and tact to portray Unison Risk Advisors in a professional manner.

· All other duties as assigned.

Qualifications

Required

  • Bachelor’s degree in Finance, Accounting, Business or related field
  • 1–3 years of experience in financial analysis or FP&A
  • Advanced Excel skills required (financial modeling, pivot tables, and complex formulas), with strong analytical ability
  • Experience with Power BI or similar business intelligence and reporting tools is a plus

Key Competencies

  • Analytical and detail-oriented with strong critical thinking skills
  • Able to connect financial results to business drivers
  • Strong communication and organizational skills
  • Self-starter able to manage multiple priorities

Originally posted on Himalayas

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