**This is an on-site position located in Roslyn, NY. **
Position Summary: The Sr. Analyst - Finance Operations & Analytics will serve as a hands-on analytical partner responsible for improving the accuracy, efficiency, visibility, and performance of Finance's operational workflows across the company’s entities. This experienced individual contributor will analyze financial and operational data, strengthen reporting and workpapers, investigate exceptions, and support high-priority process and system initiatives across the Finance organization.
The ideal candidate is intellectually curious, highly accountable, and comfortable working through ambiguity. This individual will not stop at completing the requested task; they will validate the data, understand the underlying process, identify root causes, and pursue related risks or opportunities. The role requires sound judgment, strong execution, and a demonstrated habit of leaving each analysis, workpaper, and process better than they found it.
Essential Duties & Responsibilities:
Finance Operations Analysis & Support
- Analyze end-to-end Finance activity across policy billing and invoicing, refunds, cash application, accounts receivable, collections, and claim-payment workflows.
- Monitor transaction volumes, aging, turnaround times, exception rates, backlogs, accuracy, and other operational measures; identify emerging issues and recommend action.
- Reconcile operational reports and source-system data to financial records and the general ledger; investigate discrepancies and coordinate timely resolution.
- Support month-end and quarter-end close activities through accurate schedules, accrual support, operational reporting, and clear variance explanations.
Reporting, Analytics & Decision Support
- Develop and improve key performance indicators, dashboards, recurring reports, and analytical workpapers that increase visibility, accountability, and decision-making speed.
- Combine and analyze large data sets from multiple systems; validate completeness and accuracy before communicating findings.
- Perform ad hoc financial and operational analysis, quantify business impact, explain root causes, and present practical recommendations to Finance and business leaders.
- Support forecasts, budgets, business cases, staffing and workload analysis, and other cross-Finance initiatives with timely, decision-ready insights.
Process Improvement & Finance Transformation
- Understand the purpose, inputs, controls, handoffs, and users of existing processes before recommending improvements to accuracy, clarity, efficiency, or repeatability.
- Redesign workpapers, templates, reconciliations, and reporting packages; automate manual activities where practical while maintaining appropriate controls.
- Support Finance system implementations and enhancements through requirements gathering, process mapping, data mapping, testing, reconciliation, issue resolution, and documentation.
- Establish clear data definitions, procedures, ownership, version control, and audit trails for recurring operational and analytical processes.
Business Partnership, Controls & Execution
- Partner across Finance Operations, Financial Reporting, Treasury, Internal Controls, Information Technology, and business teams to resolve data and process gaps.
- Independently structure and execute loosely defined assignments, manage competing priorities, communicate progress, and close the loop on follow-up items.
- Ask thoughtful questions, challenge assumptions constructively, and pursue additional analysis when the facts indicate a broader issue or opportunity.
- Support internal controls, audit requests, and remediation efforts by maintaining organized support and following issues through resolution.
Education & Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, Business, Data Analytics, or a related field.
- Minimum of 5 years of progressive experience in finance operations, accounting, Financial Planning & Analysis ("FP&A"), finance analytics, finance transformation, insurance finance, or regulated financial services.
- Advanced Microsoft Excel skills, including the ability to structure complex analyses and build accurate, repeatable workpapers; strong Microsoft PowerPoint capabilities.
- Strong understanding of financial statements, general ledger data, monthly close, reconciliations, internal controls, and transaction-based Finance workflows.
- Demonstrated ability to analyze large data sets, validate results, identify root causes, and convert findings into actionable recommendations.
- Excellent organization, communication, and business-partnership skills, with the ability to work independently and deliver high-quality results in a lean Finance team.
- Demonstrated initiative, intellectual curiosity, attention to detail, and a consistent record of improving work beyond the initial assignment.
- Must demonstrate ability to maintain an effective working relationship with other departments, employees, management, and clients.
Preferred Attributes:
- Insurance, reinsurance, premium, claims/loss, cash-flow, investment reporting, or other regulated financial services experience.
- Experience with billing, cash application, accounts receivable, collections, refunds, claim payments, or other high-volume financial transaction processes.
- Experience with Power BI, Power Query, Structured Query Language (SQL), data visualization tools, enterprise resource planning systems, policy or claim administration systems, or process automation.
- Experience supporting system implementations, data conversions, user acceptance testing, reconciliations, reporting redesign, or Finance transformation initiatives.
- Certified Public Accountant, Master of Business Administration, Lean Six Sigma certification, or progress toward another relevant credential preferred.
The actual compensation for this position will be determined by experience and other factors permitted by law.