Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Position Summary
The Senior Financial Analyst oversees the preparation and analysis of the firm’s financial performance. Key responsibilities include financial oversight and analysis, reconciliations, budgeting, forecasting and reporting. Collaborating with cross-functional stakeholders, the Analyst will play a crucial role in providing insights and recommendations regarding financial performance. Additionally, you will contribute to streamlining and automating business processes to enhance efficiencies and improve analytics, increasing the transparency of financial information for senior management’s decision-making processes.
This is a full-time role with the flexibility of a hybrid schedule with a min. 2 days a week in our mid-town NYC office-required.
Job Accountabilities / What You’ll Do
- Manage the financial oversight function ensuring compliance with internal controls and company policies, while analyzing performance by identifying key variance drivers.
- Participate in development of annual budgets, in collaboration with department leaders and senior management by gathering inputs, validating assumptions, and ensuring alignment of financial plans with past performance and operational goals.
- Prepare and present insightful financial reports, dashboards, and presentations to senior leaders and key stakeholders, highlighting performance trends, risks, opportunities and actionable insights.
- Participate in the month-end close process through the ownership of various monthly, quarterly and annual close deliverables, including key reconciliations, variance analysis and journal entries.
- Assist in year-end tax compliance activities through the review of filings.
- Own and regularly update process documentation.
- Review existing business processes and solution ways to standardize, automate and increase transparency of information to senior management.
- Conduct ad-hoc financial analysis and special projects as requested by senior management, providing timely and accurate insights to support strategic decision-making.
- Establish and maintain strong working relationships with key functional areas
Experience
- Required: 2-4 years of experience in an accounting or finance role
- Solid knowledge of GAAP
- Experience with Financial Systems such as Cognos, Lawson, Concur, AVID or comparable financial ledger and reporting systems
- Experience in business automation and process improvement required
- Experience in building, documenting and managing dashboards required
- Financial modeling skills a plus or eagerness to learn is essential
Required Skills / Abilities
- Excellent attention to detail and organizational skills, with the ability to manage multiple priorities in a fast-paced environment
- Strong analytical skills with the ability to interpret complex financial data and communicate insights effectively
- Strong written and verbal communication skills
- Advanced skills in Microsoft Excel (lookups, pivot tables, formula development), PowerPoint, and business intelligence tools such as PowerBI and Power Query
Required Behaviors / Attitudes
- Possess a strong work ethic and ability to meet various deadlines
- Motivated, takes the initiative and is accountable: a self-starter with the ability to identify and solve problems, who approaches work with an ownership mindset
- A team player with excellent listening skills, open-minded, with the ability to foster collaborative working relationships with colleagues
- Independent, with the ability to complete assignments on time with minimal supervision and adapt to changing work priorities to meet the dynamic needs of the business
- Integrity: honest and brings a positive professional attitude
- Learning and growth mindset: resourceful and lifelong learner, willing and able to learn new responsibilities, methodologies and technologies to support the business. Willing to share and seek advice/feedback from others; self-motivated with the ability to stretch and take on new challenges
- Innovative: demonstrates curiosity, adaptability, and a willingness to explore unconventional approaches to problem-solving to deliver value
- Strategic mindset: seeks to understand the big picture and connect the dots, as well as direct and indirect impacts of processes and decisions
- Relationship builder with a customer service approach to working with business partners
Education
- Bachelor’s degree in Finance, Accounting,
- CPA, CFA, or other relevant professional certifications is a plus
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $75,000 – $110,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer. 