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Lead Financial Analyst

We are seeking a talented and motivated individual to support the Director of Finance as part of the Financial Planning & Analysis Team. The Lead Financial Analyst should exercise independence and good judgment when researching, analyzing, and formulating a comprehensive response to satisfy business requests, which may be complex in nature. The ideal candidate will be an innovative analytical person who is able to dive below the surface and figure out the key drivers of results. Specific responsibilities may include, but not limited to:

Duties & Responsibilities

  • Provide financial decision support to senior management.
  • Spearhead monthly and quarterly financial reviews, preparing reports and presentations for senior management.
  • Perform a deep-dive analysis of budget, actuals, and forecasts, delivering insights to senior leadership.
  • Create and maintain economic models for analysis purposes and preparation of business plans
  • Reporting, research, and analysis for internal customers on a monthly, quarterly, and ad-hoc basis.
  • Take a lead role in coordinating and managing the annual budgeting process, ensuring accuracy and timeliness.
  • Prepare and present special projects providing technical and financial support to conduct management objectives.
  • Take on complex data analysis projects and prepare reports for senior leadership as needed.
  • Oversee timely completion of the monthly client reporting (both internal and external), and the accurate calculation of client & sales compensation in accordance with contractual agreement.
  • Analyze business policies and practices and recommend changes as needed
  • Function as a mentor to financial analyst, providing guidance and fostering professional growth.
  • Conduct ad hoc financial analysis and special reporting as requested by business management. Provide insights and recommendations to address specific financial challenges

Skills & Educational Requirements

  • Bachelor’s degree in finance, Accounting, Economics, or related field; MBA or relevant certifications (CPA, CFA) are a plus.
  • Total of 5+ years financial analyst experience: Competent in reviewing financial statements, identifying key business value drivers, and developing projected financial data.
  • Strong understanding of how economic trends, political situations, policies, and regulations may affect business results
  • Strong general business knowledge to produce relevant research, including business writing skills to summarize information
  • Strong people skills to effectively work with other departments
  • Strong data analysis skills to structure/create data sets and synthesize information using Microsoft Excel and other financial tools (SQL Server, Power BI reporting & Alteryx experience a plus)
  • Initiative-taking self starter ready to hit the ground running
  • Able to process complex time-sensitive data and information from multiple sources, make decisions based on this data, and effectively communicate the related actions to a broad audience
  • Typically faces situations that are unstructured and require original approaches
  • Strong organizational, time management, problem solving and analytical skills
  • Strong presentation and computer skills (proficiency with Excel, Word, & Power Point)

At Assurant, we celebrate the differences that make us who we are. By assembling extraordinary teams from a variety of races, religions, sexual orientations, gender identities, ages, experiences, and abilities, we’re able to better reflect the global communities where we live and work. By working to remove barriers, we ensure equity for everyone. The pursuit of inclusion rests with each of us. Because it’s only by listening to and representing the unique voices of every individual that we can innovate for all.

For further information about Assurant, please visit our website: https://www.assurant.com/


Any posted pay range considers a wide range of compensation factors, including candidate background, experience, and work location, while also allowing for salary growth within the position.

Helping People Thrive in a Connected World
Connect with us. Bring us your best work and your brightest ideas. And we’ll bring you a place where you can thrive. Learn more at jobs.assurant.com.

For U.S. benefit information, visit myassurantbenefits.com. For benefit information outside the U.S., please speak with your recruiter.

What’s the culture like at Assurant?
Our unique culture is a big reason why talented people choose Assurant. Named a Best/Great Place to Work in 13 countries and awarded the Fortune America’s Most Innovative Companies recognition in 2023, we bring together top talent around the world. Although we have a wide variety of skills and experiences, we share common characteristics that are uniquely Assurant. A passion for service. An ability to innovate in practical ways. And a willingness to take chances. We call our culture The Assurant Way.

Company Overview
Assurant is a leading global business services company that supports, protects, and connects major consumer purchases. A Fortune 500 company with a presence in 21 countries, Assurant supports the advancement of the connected world by partnering with the world’s leading brands to develop innovative solutions and deliver an enhanced customer experience through mobile device solutions, extended service contracts, vehicle protection services, renters insurance, lender-placed insurance products, and other specialty products.

Equal Opportunity Statement
Assurant is an Equal Employment Opportunity employer and does not use or consider race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local law in employment decisions.

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