Job type full-time
Full job description
Ipipeline is excited to be named a 2022 top workplaces, and we are thankful for our employee feedback! we believe the culture we’ve built for our almost 900 global employees is exceptionalWe are a place where people love to come to work every single dayTo learn more about our culture check out the official press release below:
The financial analyst is an integral member of the professional services and financial planning and analysis teamThis position provides financial and operational support to key leadershipResponsibilities include monthly, quarterly, and ad hoc financial reportingThis role will be responsible for communicating and presenting results to various levels of the organization, so clear communication, attention to detail, and strong business acumen are vital to position.
Lead the ongoing forecasting and budgeting processes.
Use historical trends and insights to drive optimization of operations and track kpi’s.
Contribute to the development of financial and operational objectives and strategies.
Create, prepare, and present custom reports, forecasts, analysis, and other ad-hoc reports and financial models.
Research and prepare variance analysis reports.
Track key performance indicators and analyze trends to assist in business decisions.
Act as a liaison between fp&a and professional services department.
Provide support for process improvement initiatives; suggested financial and process improvements are encouraged.
Conduct system data validation to ensure accuracy of reporting.
Bachelor’s degree in accounting and/or finance.
Experience as a financial analyst or similar role.
Knowledge of us gaap, including percentage of completion revenue recognition.
Experience with revenue recognition for a professional services organization is highly preferred.
Must have excellent written, verbal, and presentation skills.
Must be highly proficient in excel.
Ability to present and communicate financial results in a clear and concise manner.
Projectorpsa, salesforce.com, intacct, and adaptive experience a plus
Must possess excellent analytical, conceptual, and interpersonal skills.
Must be detailed-oriented and a self-starter.
About us: *
Ipipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industryThrough our saas solutions, we accelerate and simplify insurance sales, compliance, operations, and supportWe provide process automation and seamless integration between every participant in the life insurance industry including carriers, agents (such as financial advisors and independent insurance agents), distributors (such as banks, broker-dealers, and general agencies) and consumersOur innovative solutions enable automated processing for pre-sales, point-of-sale execution of applications, post-sale support, reporting, consumer delivery and agency management.
Ipipeline makes it easier for people to purchase investment and insurance products that secure their financial futureWith headquarters in exton, pennsylvania, ipipeline has locations in cheltenham (uk), fort lauderdale, atlanta, ontario (ca), philadelphia, and salt lake cityVisit www.ipipeline.com.
Equal opportunity employer/protected veterans/individuals with disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicantHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information41 cfr 60-1.35(c)
Job type: full-time
Posted 5 days ago