Financial Planning and Analysis Analyst 3

Overview

We are seeking a highly analytical and detail-oriented FP&A Analyst III to support expense analysis, planning, forecasting, and reporting. This individual-contributor role is designed for an experienced finance professional who can independently manage recurring analytical deliverables, work effectively with large datasets, and translate financial results into clear business insights.

The role will partner closely with business stakeholders and finance teams to support expense management, budgeting, allocations, and management reporting. The successful candidate will combine strong financial acumen, technical capability, and a hands-on approach, while identifying opportunities to improve processes and automate recurring FP&A workflows.

The ideal candidate demonstrates strong ownership, accuracy, intellectual curiosity, and the ability to leverage financial systems, data tools, and emerging technologies, including AI, to improve efficiency and insight generation. This role will require on-site attendance 4 days per week in Jersey City, NJ.

Responsibilities

• Analyze expenses across business units and functions, including actual versus budget, forecast, and prior-period variance analysis; identify and clearly explain key drivers.
• Support annual budgeting, periodic forecasting, and long-range planning activities for expenses, including the development and maintenance of allocation methodologies and cost drivers.
• Prepare recurring expense reporting packages, management analyses, and clear presentations for finance and business stakeholders.
• Maintain and enhance financial models, datasets, reports, and dashboards using Excel, Power Query, Power BI, and related tools.
• Work with large, structured datasets; perform reconciliations and validation procedures to ensure accuracy, completeness, and consistency across planning and reporting outputs.
• Support the design, testing, and implementation of expense planning and reporting processes within Oracle or similar enterprise financial systems.
• Partner with business and functional teams to understand expense trends, operating drivers, risks, and opportunities.
• Identify and implement practical improvements to recurring expense reporting, forecasting, and data-preparation processes.
• Use automation and AI-enabled tools where appropriate to enhance financial analysis, reporting quality, and workflow efficiency.
• Maintain clear documentation, controls, assumptions, and audit trails for financial models, allocation processes, and reporting outputs.
• Independently manage assigned deliverables, escalate issues promptly, and meet established reporting and planning deadlines.
• Support ad hoc financial analysis and special projects as needed.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• Typically 4-7 years of relevant experience in FP&A, expense reporting, financial analysis, accounting, or a related corporate finance role.
• Solid understanding of financial statements, budgeting, forecasting, variance analysis, cost allocations, and expense management concepts.
• Experience in the insurance or broader financial services industry is preferred; strong familiarity with insurance concepts is a plus.
• Advanced Excel skills, including experience building and maintaining financial models and working with large datasets.
• Proficiency with Power Query and/or Power BI is preferred.
• Experience with enterprise financial systems such as Oracle, SAP, Hyperion, or FCCS is preferred.
• Demonstrated experience improving reporting processes, automating recurring workflows, or increasing data quality and efficiency.
• Exposure to data analytics, automation, or AI-enabled solutions in a finance context is preferred.
• Strong written and verbal communication skills, with the ability to explain financial concepts and analytical findings clearly to finance and non-finance stakeholders.
• Big Four or similar professional-services experience is a plus.

Key Competencies

• Exceptional attention to detail and commitment to accuracy.
• Ability to work independently, take ownership of assigned deliverables, and follow through to completion.
• Hands-on approach with the ability to work in the details while understanding the broader business context.
• Strong analytical, organizational, and problem-solving skills.
• Ability to prioritize multiple deliverables and perform effectively in a fast-paced environment.
• Proactive communication and effective cross-functional partnership.
• Intellectual curiosity, adaptability, and willingness to learn new systems and tools.
• Continuous-improvement mindset focused on automation, efficiency, controls, and scalable processes.
• Comfort working with evolving processes, complex financial data, and changing business requirements.

Role Scope

This is an individual-contributor position with no direct reports or people-management responsibilities. The FP&A Analyst III is expected to independently execute assigned analyses and recurring processes, collaborate across functions, and provide reliable, decision-useful financial information to stakeholders.

What We Offer

AmTrust Financial Services offers a competitive compensation package and excellent career advancement opportunities. Our benefits include Medical & Dental Plans, Life Insurance, including eligible spouses & children, Health Care Flexible Spending, Dependent Care, 401k Savings Plans, Paid Time Off.

AmTrust strives to create a diverse and inclusive culture where thoughts and ideas of all employees are appreciated and respected. This concept encompasses but is not limited to human differences with regard to race, ethnicity, gender, sexual orientation, culture, religion or disabilities.

AmTrust values excellence and recognizes that by embracing the diverse backgrounds, skills, and perspectives of its workforce, it will sustain a competitive advantage and remain an employer of choice. Diversity is a business imperative, enabling us to attract, retain and develop the best talent available. We see diversity as more than just policies and practices. It is an integral part of who we are as a company, how we operate and how we see our future.