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Finance Business Partner
3 months ago
As a market leader, iPipeline combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions that transform the life insurance, protection, and financial services industry.
With one of the industry's largest data sets, we help advisors and agents automate, digitally optimize, and grow their business to better secure the financial futures of their clients.
At iPipeline, you'll play a major role in helping us to provide best-in-class, transformative solutions.We're passionate, creative, and innovative, and together as a team, we continue to advance, accelerate, and expand the reach of our technology.
We value different perspectives and are committed to creating an environment that embraces diverse backgrounds and fosters inclusion.
We're proud that we've been recognized in the industry as a repeat winner of various excellence awards, including our selection as a 2022 Top Workplace in the U.S., and as a Best Life Insurance Software Solution award winner in the UK.
We believe that the culture we've built for our nearly 900 employees around the world is exceptional - and we've built a place where our employees love to come to work, every single day.
Come join our teamYou Can Enjoy
- Flexible Hybrid working.
- New, contemporary, openplan office space
- Company matched pension benefits
- Generous Life and Critical Illness Cover
- Perkbox membership (discounts and freebies)
- 25 days holiday allowance plus option to buy and sell
- Well stocked kitchen of free soft drinks, tea, coffee and fruit
- An annual wellness allowance to keep you happy and healthy
Purpose of the Role:
Responsibilities:
- Serve as a trusted liaison to crossfunctional teams, providing financial insights and guidance to support decisionmaking and achieve business objectives.
- Be a key part in the development and execution of the financial planning process, including annual budgets and quarterly forecasts.
- Working with project managers to drive accuracy of revenue forecasting.
- Update complex financial models and run analysis on these.
- Develop financial models where required to support decisionmaking within the business.
- Analyse business performance metrics, including revenue and overheads. Identify and investigate variance between actuals and budgets/forecasts, providing explanations and recommendations to management.
- Prepare financial reports and presentations for management, summarizing key findings, insights, and recommendations.
- Drive process improvements and automation initiatives to enhance the efficiency and effectiveness of financial planning and analysis activities within the business.
- Conduct system data validation to ensure accuracy of reporting.
- Perform adhoc financial analysis and special projects as requested by management to support strategic initiatives and business needs.
- Minor level of other financial support duties.
Skills/Experience Required
- Preferably a bachelor's degree in accounting and/or finance.
- 46 years of experience as a Financial Analyst, or similar role with focus on supporting crossfunctional teams.
- Excellent ability to partner effectively with crossfunctional teams and communicate financial concepts to nonfinance stakeholders.
- Proven analytical skills with the ability to translate complex data into actionable insights.
- Ability to thrive in fastpaced, dynamic environment and manage multiple priorities effectively.
- Must have excellent written, verbal, and presentation skills.
About iPipeline
Founded in 1995, iPipeline is a unit of Roper Technologies (
NYSE:
ROP), a constituent of the S&P 500 and Fortune 500 indices.
As a leading provider of cloud-based software solutions for the life insurance and financial services industry, our business is to accelerate and simplify sales, compliance operations and customer support.
We automate processing for every stage of the business - from pre-sales, new business and underwriting to policy administration, point-of-sale execution, post-sale support and data analytics.
We offer the broadest range of integrated solutions used by a leading community of carriers/providers, distributors, financial institutions, and financial professionals to enable them to secure the financial futures of their customers and their families.
iPipeline is proud to be an Equal Opportunity Employer.All qualified applicants will receive consideration for employment without regard to gender, race, color, religious creed, national origin, age, sexual orientation, gender identity, physical or mental disability, and/or protected veteran status.
We are committed to building a supportive and inclusive environment for all employees.