Financial Analyst

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Financial Analyst to their Corporate Synergies team in the Philly Metro Region. 

Job Summary:

The Financial Analyst supports our Controller with month‑end reporting, financial analysis, and special projects across multiple entities. This role will maintain financial data, assist with statement analysis, and gradually take on building financial models.

Essential Functions:

• Assist with month‑end close and preparation of financial management reports


• Analyze income statements and balance sheets, identifying trends and anomalies


• Prepare balance sheet reconciliations and support ongoing financial workflows


• Learn key accounting workstreams (AR, AP, direct bill, etc.) and understand how transactions impact financial statements


•  Partner with the Controller and team to ensure completeness and accuracy of monthly results


• Progress toward handling standard reporting and analysis independently within 3–6 months

Competencies & Qualifications: 

• Strong Excel skills and ability to communicate analysis clearly
  


• Understanding of GAAP and general accounting workflows
  


• Analytical mindset with strong problem‑solving skills
  


• Ability to learn and work independently over time
  


• Experience with Applied Epic, AMS360, or similar systems is a plus
  


• Flexibility during month‑end and budget cycles

Education & Experience:

• Bachelor's degree in Accounting, Finance, or related field


• 1–4 years of experience in accounting or financial analysis


• Proficiency in Microsoft Office; willingness to learn tools like PowerPoint, Access, or Visio

Disclaimer:

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Equal Employment Opportunity (EEO):

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

Benefits:

FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!