Principal Financial Analyst

Overview

As a global market leader, iPipeline combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions that transform the life insurance, financial services, and protection industries. With one of the industry’s largest data sets, we help advisors/advisers and agents to transform paper and manual operations into a secure, seamless digital experience – from proposal to commission– so they can help 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 continually strive 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 as a repeat winner of various industry awards, demonstrating our excellence and highlighting us as a top workplace in both the US and the UK. We believe that the culture we’ve built for our nearly 900 employees around the world is exceptional -- and we’ve created a place where our employees love to come to work, every single day.

Come join our team!

About iPipeline

Founded in 1995, iPipeline operates as a business unit of Roper Technologies (Nasdaq:  ROP), a constituent of the Nasdaq 100, S&P 500®, and Fortune 1000® indices. iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. We couple one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows – from quote to commission – with seamless integration. Our vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.  

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.

This is an office-based position.

Responsibilities

The Principal Financial Analyst drives high-impact financial analysis and serves as a subject matter expert for complex financial modeling, long-term planning, and risk management strategies. This role leads cross-functional financial planning initiatives, evaluates large-scale investments, and advises on the financial implications of business strategies. This role plays a key role in corporate planning by synthesizing internal and external data into strategic insights for functional and or executive leadership. The principal financial analyst ensures best practices in financial analysis and influences enterprise-level financial decision-making.

• Financial Analysis & Modeling:
  • Develop enterprise-level financial models for long-range planning and strategic forecasting.
  • Guide financial modeling standards and methodologies across the team.
• Reporting & Variance Analysis:
  • Lead enterprise financial reporting and ensure integration across business units.
  • Provide executive-level variance and trend analysis to drive accountability.
• Strategic & Business Planning Support:
  • Provide leadership in aligning budgeting with business strategy.
  • Drive financial evaluation of major corporate initiatives, including expansions and restructures.
• Risk Assessment & Compliance:
  • Ensure audit readiness and adherence to financial governance standards.
  • Lead financial risk assessment for strategic investments and operational plans.
• Stakeholder Communication:
  • Serve as a financial advisor to executives and senior decision-makers.
  • Lead discussions that influence financial strategy and investment decisions.
• Industry & Market Monitoring:
  • Proactively assess industry disruptions and evolving financial regulations.
  • Translate market intelligence into strategic financial recommendations.
• All other duties as assigned.

Qualifications

• Financial Modeling & Forecasting:
  • Broad experience developing enterprise-wide models and standardizing forecasting methods across functions.
• Financial Reporting & Analysis:
  • Experience overseeing integrated reporting processes and delivering insights that help shape strategic decision-making.
• Budgeting & Strategic Planning Support:
  • Advanced experience driving budgeting and long-range planning for major business units or the organization.
• Data Management & Tools:
  • Advanced experience with Excel and BI tools; experience integrating financial and operational data sources.
• Regulatory Knowledge & Compliance:
  • Experience ensuring compliance across multiple jurisdictions and managing readiness for audits and disclosures.
• Business & Industry Acumen:
  • Experience applying expert-level understanding of markets, financial levers, and economic conditions to recommend financial strategies

Benefits

We offer a competitive compensation and benefits package, opportunities for career growth, matched pension, generous time off and flexible work/life balance, company-matched retirement packages, an employee wellness program, and an awards and recognition program – all in a creative, fast-growing, and innovative company.