Lead Analyst, Financial Planning & Analysis

Do you have strong attention-to-detail? Are you eager to dive into financial analysis?  

Your Role...
As a Lead Analyst, Financial Planning & Analysis at ReSource Pro, you will be responsible for supporting the budgeting, forecasting and financial reporting for ReSource Pro's onshore revenue-generating and corporate overhead departments. This includes P&L variance analysis, supporting the global FP&A team in preparing financial analysis materials, and leveraging data analysis to support strategic goals. You will also develop financial models and make recommendations to departmental management on how to improve operational efficiency and profitability.

All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration.

After 3 months you will...

• Execute month-end and quarter-end variance analysis for onshore revenue-generating and corporate departments, including updates to official forecasts, as necessary
• Support key financial insights and analytics for the business to make sound financial and strategic decisions (Key Performance Indicator [KPI] management and reporting
• Coordinate with FP&A teams in China and India in the preparation of global consolidated financial analysis materials and provides data and analytical driven recommendations. Support the monthly production and updating of the MOR [Monthly Operating Report], the monthly PE package and quarterly lender packages
• Identify issues with department spending, providing ad hoc and ongoing reporting to revenue and cost-center owners
• Collaborate with the Accounting team to make as-needed adjustments to the P&L for accurate reporting
• Assist in developing finance and business presentations and related supporting materials
• Support the preparation of the five-year financial projections, AOP (annual operation plan or budget) and the financial rolling forecast process for the onshore revenue-generating and corporate overhead departments
• Collect and manage staffing information for the onshore departments, including metrics such as attrition and new hire estimates, and other staffing related spend categories, to help provide the business with an accurate view of future staffing costs during the operating and budgeting plan process
• Act as the primary finance business partner for the onshore revenue-generating and corporate budget owners. Develop strong relationships with each. Understand their business/department. Support them through the budget and reforecast processes. Act as a liaison to the rest of the finance team's capabilities
• Develop strong working relationships with Accounting and Finance teammates worldwide. Collaborate with offshore team members to complete global reporting and analysis. Work to ensure a collegial, productive, and effective team environment
• Identify areas of improvement in the finance function and participate in related improvement projects
• Support budget owners for onshore revenue-generating and corporate departments with their business case research, operations, forecasting and analysis, in conjunction with the Director, FP&A; Support the integration of newly acquired businesses; Support other Finance initiatives as assigned

What you need to be successful...

• Bachelor's Degree in Finance, Accounting, Business Administration, or related field or equivalent experience
• 4-7 years' experience in a corporate financial planning and analysis role
• Experience working within a multi-national, global business
• Strong written and verbal communication skills; Excellent problem solving and interpersonal skills
• Practical experience in management studies, system analysis, and financial analysis
• Excellent presentation, facilitation, and coaching skills
• Strong understanding of financial accounting principles, practices, and procedures
• Proficiency in Microsoft Office Suite - Word, PowerPoint, Excel required
• Highly motivated and innovative; Strong leadership capability

1. Behavioral Interview with Talent Acquisition 
2. Online talent assessment  
3. Hiring Manager Interview
4. Stakeholder Interview
5. Final Interview

• 100% paid employee health insurance available on Day 1
• Eligible for all medical, dental, and vision benefits on Day 1
• Remote positions are Internet stipend-eligible
• 401k with employer match, vested on Day 1
• HSA/FSA available
• Long Term and short-term disability employer-provided
• Generous PTO plan with paid holidays + floating holidays
• Development and growth opportunities 
• Comprehensive wellness program and prioritization of employee health

About ReSource Pro:

Focused exclusively on the insurance industry, ReSource Pro is a trusted strategic operations partner to insurance organizations seeking to increase their productivity and profitability. With a global team of more than 10,000 employees, ReSource Pro operates at the critical intersection of people, process, technology, and data to serve more than 1,800 clients across the carrier, broker, and MGA segments – consistently earning a +96% client retention rate for over a decade. It offers expert advisory services, proven business process management optimization and transformative data and technology solutions. For the 15th time since 2009, it was recognized in 2024 by Inc. 5000 as one of the fastest growing companies in the US. 

Equal Employment Opportunity Policy

ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.