Senior FP&A Analyst

Why work with us?

The North American branch of Generali Global Assistance offers a diverse and inclusive work environment while employees work towards making real difference in the lives of our clients. As an Organization, we pride ourselves with offering white glove service while being mindful of corporate responsibility and our environmental footprint.

Employees Enjoy a Plethora Of Benefits To Include

A diverse, inclusive, professional work environment
Flexible work schedules
Company match on 401(k)
Competitive Paid Time Off policy
Generous Employer contribution for health, dental, and vision insurance
Company-paid short-term and long-term disability insurance
Paid Maternity and Paternity Leave
Tuition reimbursement
Company-paid life insurance
Employee Assistance Program
Wellness programs
Fun employee and company events
Discounts on travel insurance

Salary Range: $100,000.00 - $130,000.00

Who are we?

Generali Global Assistance Is Proudly Part Of The Europ Assistance Group Brand And Our Products Utilize a Number Of Corporate And Product Brands. The Brands For Our North American Team Include The Following

CSA: US travel insurance brand for retail and lodging partners. Learn more here.
Generali Global Assistance (GGA): The primary Corporate brand in the United States for our travel insurance, travel assistance, identity and cyber protection, and beneficiary companion products. Learn more here.
GMMI is the industry standard for global medical cost containment and risk management solutions. Learn more here.
Iris, Powered by Generali: identity and digital protection solution. Learn more here.
Trip Mate: US travel insurance brand for tour operators, cruise, and airline partners. Learn more here.

Job Summary

The Senior FP&A Analyst will help develop annual budget and quarterly forecasts, build and analyze financial models, and partner on executive presentations. The candidate must be able to project manage multiple initiatives, translate quantitative and qualitative concepts into financial models and metrics, and have ability to analyze all parts of the P&L. This position will interface with and support managers with planning and expense analysis. This position is based in our San Diego location and reports to the FP&A Manager

Responsibilities

Annual Budgeting and Quarterly Forecasting

Assist stakeholders and business units in defining annual Revenue and Expense budgets
Prepare budget presentation and supporting budget package
Update annual budget with quarterly forecasts and provide variance analysis
Maintain sales and expense budget/forecast models

Monthly and Quarterly Reporting

Provide monthly analysis and commentary focusing on revenue, with additional support across the business
Support in preparing US Branch P&L and commentary on variances between actuals, budget, and forecast
Compile, analyze, and distribute forecasts and analysis to business partners
Prepare Quarterly Presentations for executives

Process Improvement

Improve legacy financial models, create and modify reporting to drive strategic decisions
Maintain and improve Profitability P&L by account

Qualifications

5+ years of experience in corporate finance (preferably from public company)
Advanced to expert-level experience using Microsoft Excel and PowerPoint required
Experience using SAP/BW/Hyperion/Oracle or other large, automated accounting systems is preferred
Strong verbal and written communication skills required
Exceptional interpersonal and customer service skills
Ability to multi-task
Strong analytical/problem-solving and financial modeling skills
Ability to pull and analyze data. Efficiently provide accurate, relevant, and timely information and analysis. Ad-hoc tasks & analysis is a routine expectation of this role
Ability to work independently with minimal supervision while performing a variety of complex and non-routine tasks
Attention to detail and accuracy of data
Interface effectively in a fast-paced, dynamic environment with all levels of the organization
Demonstrate judgment, tact, and diplomacy in dealing with internal customers
Possess initiative, enthusiasm, intellectual curiosity, and ability to perform as a team player
Possess problem-solving skills and be results-oriented
Must possess a strong work ethic

Education

Bachelor’s degree in Accounting, Finance, Business, or a similar degree is required. Advanced degree preferred.

Where you’ll be doing it.

This is a hybrid role based out of our San Diego, CA office. As a hybrid role, you will be working onsite 3 days a week and working from home 2 days a week.

When you’ll be doing it?

While there is some flexibility in the hours, this position will be Monday-Friday during regular business hours (approximately 8:00 am-5:00 pm). Occasional overtime may be required according to business needs.

Apply today to begin your next chapter.

Don’t meet every single requirement? At Generali Global Assistance, we are dedicated to building a diverse, inclusive and enriching workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

California Residents - Privacy Notice for California Residents Seeking Employment with Generali Global Assistance is available here: https://us.generaliglobalassistance.com/privacy-notice-for-california-residents-seeking-employment/

The Company is committed to providing equal employment opportunity in all our employment programs and decisions. Discrimination in employment on the basis of any classification protected under federal, state, or local law is a violation of our policy. Equal employment opportunity is provided to all employees and applicants for employment without regard age, race, color, religion, creed, sex, gender identity, gender expression, transgender status, pregnancy, childbirth, medical conditions related to pregnancy or childbirth, sexual orientation, national origin, ancestry, ethnicity, citizenship, genetic information, marital status, military status, HIV/AIDS status, mental or physical disability, use of a guide or support animal because of blindness, deafness, or physical handicap, or any other legally protected basis under applicable federal, state, or local law. This policy applies to all terms and conditions of employment, including, but not limited to, recruitment and hiring, classification, placement, promotion, termination, reductions in force, recall, transfer, leaves of absences, compensation, and training. Any employees with questions or concerns about equal employment opportunities in the workplace are encouraged to bring these issues to the attention of Human Resources. The Company will not allow any form of retaliation against individuals who raise issues of equal employment opportunity. All Company employees are responsible for complying with the Company’s Equal Opportunity Policy. Every employee is to treat all other employees equally and fairly. Violations of this policy may subject an employee to disciplinary action, up to and including termination of employment.
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