Financial Analyst contributing to strategic financial planning and performance at FLO. Involved in data analysis, forecasting, and decision - making process improvements.
About the role
- Analyst driving strategic initiatives and investments at Group 1001 Insurance. Supporting new business lines, product design, and investment structuring while collaborating with senior leadership.
Responsibilities
- Conduct industry, company, and market research to support strategic initiatives, partnerships, and investments.
- Coordinate and manage multiple assigned functional projects simultaneously; manage workstreams and deliverables, while maintaining a high standard of quality and attention to detail.
- Support senior leadership in relationship management, including follow-ups, meeting preparation, and ongoing communications.
- Support the preparation of polished presentations, briefing materials, and reports for internal and external stakeholders.
- Lead communications and relationships to support business development.
- Assist in the evaluation of new opportunities, including financial modeling, market sizing, and competitive analysis.
- Coordinate with cross-functional teams to gather information and insights needed for decision-making.
- Take ownership of projects and develop structured approaches to finding solutions.
- Anticipate challenges, propose practical solutions, and proactively escalate issues with thoughtful recommendations.
- Attend select industry conferences, networking events, and meetings to support relationship building, market intelligence gathering, and identification of emerging opportunities.
- Maintain databases of key contacts, pipeline opportunities, and research archives.
Requirements
- Bachelor’s degree with strong academic track record
- 1-3 years of relevant work experience in management consulting, banking, corporate strategy or related fields
- Curiosity about Finance, Economics, or Business, particularly the insurance industry and adjacent markets
- Comfort with diving into new topics, learning quickly, and synthesizing insights without relying on pre-defined playbooks
- Proficiency in Microsoft Excel, PowerPoint, and Word; experience with CRM systems and research databases a plus.
- Strong analytical and strategic thinking with attention to detail; ability to synthesize large amounts of information into actionable insights
- Excellent project management and communication abilities with the ability to work independently and collaboratively.
- Personal drive and determination; comfortable operating in a fast-paced, dynamic environment.
Benefits
- Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options.
- Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability.
- All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required.
- Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.
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