Lead Financial Analyst

Job Purpose

The Lead Analyst will be responsible for managing the LATAM and Canada Plan/Re-forecast cycle, Outlook and Quarter Close variance analysis. This role will support the LATAM and Canada regional teams, US based International Finance team and US based Lifestyle FP&A function. In addition, this role will be responsible for the International Trend Report.

Responsibilities

• Co-ordinate and analyze the LATAM and Canada Plan/FC cycle.
• Ensure client and expense forecasts are robust and variances understood.
• Review LOB and FTE for LATAM and Canada.
• Business Partner with in-country FP&A teams.
• Produce value adding in-depth analysis for Lifestyle FP&A stakeholders and CFO’s.
• Gather insight by liaising with US based leaders including Actuary, IT and Corporate functions.
• Assist with the quarter close LATAM and Canada storylines including Revenue/EBITDA variance analysis for YoY, QoQ, YTD and vs Plan analysis.
• Identify and develop KPI’s and variance drivers for LATAM and Canada regions including subscriber counts.
• Understand the key R&O’s and emerging business issues in LATAM and Canada.
• Support ad hoc requests for Earnings Call.
• Maintain the International Trend report which consists of downloading data from EPA and regularly updating/setting-up by country P&L trends with variance comparisons and FX calculations.

QUALIFICATIONS

• Bachelor's degree in relevant field.
• Minimum 4-5 years of experience in financial analytics and forecasting.
• Advanced excel skills.

OTHER REQUIREMENTS

• Experience in strategic planning and execution. Knowledge of finance, accounting, budgeting, and cost control principles including Generally Accepted Accounting Principles.
• Knowledge of automated financial and accounting reporting systems.
• Ability to analyze financial data and prepare financial reports and projections using an advanced level of Excel.
• Thorough understanding of business issues and concepts related to insurance or financial services industry.
• Ability to work independently and collaborate with internal teams.
• A team player that can work in a complex and fast-paced environment.