Applied Systems · 8 hours ago
Associate Financial Analyst
Applied Systems is a company transforming the insurance industry with innovative software and services. They are seeking an Associate Financial Analyst to join their FP&A team, responsible for maintaining financial planning tools, creating materials for board meetings, and supporting financial modeling and reporting.
InsuranceSoftware
Responsibilities
Maintain the financial planning tool for the enterprise
Help create Board and Operating materials on a monthly/quarterly basis
Maintain financial models to support the product/new business initiatives, budgeting, and forecasting
Automate and streamline monthly reporting
Support consolidation and reporting of operational data and metrics while providing insights and driving measurable results through strong influencing and collaboration skills
Interpret the data into actionable items and collaborate with cross-functional partners to drive measurable results with a sense of urgency
Lead development and enhancement of dashboards and reporting packages to drive improved business results
Qualification
Required
BS/BA in finance, business, or a related field
1+ years of related FP&A and business partnership
Excel expertise, with the ability to build and manage complex models
Ability to communicate effectively across multiple levels of an organization
Excellent with numbers, math & logic
Preferred
Excellent financial management and analytical skills, with a deep and demonstrated understanding of financial modeling and analysis tools
Passionate about business: you like to understand what drives a business, and try to identify opportunities to go after and risks to mitigate
Benefits
Medical, Dental, and Vision Coverage
Holiday and Vacation Time
Health & Wellness Days
A Bonus Day for Your Birthday
Company
Applied Systems
Applied Systems is a digital insurance agency that provides software for agency management systems.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
CapitalGStone Point Capital
2018-10-16Series Unknown
2017-09-11Private Equity
2013-11-26Acquired
Recent News
Life Insurance International
2026-01-11
2025-12-17
Company data provided by crunchbase