Job Description

Are you a Financial Planning & Analysis professional excited to be part of a global FP&A team? Do you enjoy supporting the budgeting, forecasting and financial reporting for revenue-generating and corporate overhead departments?

ReSource Pro is seeking a Lead  Analyst,  to play a key role in our FP&A  strategy is responsible for supporting the budgeting, forecasting and financial reporting for ReSource Pro’s onshore revenue-generating and corporate overhead departments. The Lead Analyst, FP&A, reporting to the Senior Manager, FP&A, will also develop financial models and make recommendations to departmental management on how to improve operational efficiency and profitability.

This role is remote (work from home) and can be based anywhere in the United States.

After 3 months you will...

• Execute month-end and quarter-end variance analysis for onshore revenue-generating and corporate departments, including updates to official forecasts, as necessary and support key financial insights and analytics for the business to make sound financial and strategic decisions.
• Coordinate with FP&A teams in China and India in the preparation of global consolidated financial analysis materials and provides data and analytical driven recommendations. 
• Support the preparation of the five-year financial projections, Annual Operating Plan or budget and the financial rolling forecast process for the onshore revenue-generating and corporate overhead departments.
• Act as the primary finance business partner for the onshore revenue-generating and corporate budget owners.
• Develop strong working relationships with Accounting and Finance team-mates worldwide.  Collaborate with Offshore team members to complete Global reporting and analysis. Work to ensure a collegial, productive and effective team environment. 

• Support budget owners for onshore revenue-generating and corporate departments with their business case research, operations, forecasting and analysis, in conjunction with the Senior Manager, FP&A.  

What you need to be successful...

• Bachelor's degree in Finance, Accounting, Business Administration or related field
• 4-7 years’ experience in a corporate financial planning and analysis role. 
• Prior accounting experience or CPA designation
• Experience and skill in partnering with business leaders
• Skilled in preparing complex management reports on a timely  basis.
• Proficiency in Excel 

Your Compensation…
Our salary ranges are based on paying competitively for our size and industry and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position and the salary range for most locations for this role is $52,010 - $88,289 annually .

The salary range may vary based on the specific geographic location in which the candidate resides. 

Your Benefits & Perks…

• Generous PTO plan with paid holidays + floating holidays
• 100% paid Employee Healthcare on Day 1
• Eligible for all medical, dental, and vision benefits on Day 1
• 401k with employer match, vested on Day 1
• Opportunity to work for a growing, global organization
• Ability to engage with clients and internal partners to make an impact
• Organization-wide focus on growth and development

About ReSource Pro:

Focused exclusively on the insurance industry, ReSource Pro is a trusted strategic operations partner to insurance organizations seeking to increase their productivity and profitability. With a global team of more than 10,000 employees, ReSource Pro operates at the critical intersection of people, process, technology, and data to serve more than 1,800 clients across the carrier, broker, and MGA segments – consistently earning a +96% client retention rate for over a decade. It offers expert advisory services, proven business process management optimization and transformative data and technology solutions. For the 15th time since 2009, it was recognized in 2024 by Inc. 5000 as one of the fastest growing companies in the US. 

Equal Employment Opportunity Policy

ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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