Financial Analyst

Reposted 2 Days Ago
2 Locations
In-Office
Mid level
Insurance
The Role
The Financial Analyst will support FP&A activities, produce accurate financial reports, analyze expenses, and drive process improvements while ensuring consistent communication across finance teams.
Summary Generated by Built In

Established in 2021, Independence Pet Holdings is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.

 

We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands. 

Independence Pet Group (IPG), a subsidiary of IPH, is one of North America’s largest pet insurance and services organizations. Our impressive family of brands (Figo, Felix, ASPCA Pet Health Insurance, Pets Plus Us, and AKC Pet Insurance) supports insurance for more than 1,000,000 pets in the U.S. and Canada and provides well-being, safety, resources, and business solutions to the pet industry, including microchip identification and an online pet registry. 

Job Location: Hybrid to Chicago

Job Summary: Independence Pet Holdings, Inc., is seeking a Financial Analyst responsible for supporting the FP&A activities of IPH brands across North America. This position is expected to add value by supporting business analysis, metrics, tracking mechanisms, dashboards, and other critical support to be used by management to facilitate informed decisions and generate valuable insights and transparency for cost management initiatives, partnerships, and efficiency targets. This role will effectively influence and implement process enhancements and ensure a well-managed cadence throughout the fiscal year.

The Financial Analyst’s responsibilities span across establishing consistent and fundamental planning processes & procedures, standardized key performance indicators reporting, consistent facilitation of communication streams across brands, while producing accurate & reliable data and reporting provided to leadership. This is a rapidly growing organization. Critical analytic skills, the ability to work autonomously, and the drive to deliver timely and effective results in a fast-paced environment are required for this role to be successful.

Main Responsibilities:

  • Provides support for the annual planning process and recurring re-forecasting processes for transversal (shared services) functions.
  • Consolidates, prepares, and analyzes financial management reporting for monthly/quarterly/annual results, presentations, as well as various ad-hoc reporting as needed.
  • Acts as a key liaison between corporate FP&A and colleagues across each of the finance teams supporting our brand.
  • Key expense analyst particularly focusing on our shared services support organizations.
  • Reports accurate and timely results and variance analysis versus plan, forecast, and prior year.
  • Drives continuous improvement, by leveraging technology to design and implement solutions that will enable process re-imagination and change the way they work.
  • Enhances information as provided to and on behalf of the brand.
  • Supports intercompany allocation processes.
  • Creates financial management templates to facilitate consistent inputs from business partners.
  • Develops standardized templates and influences system enhancements.
  • Maintains continuous knowledge of organizational costs across the portfolio.
  • Develops a deep subject matter expertise of the underlying business, our technology, controls and governance supporting planning and reporting processes.
  • Is a key contributor to the ERP enhancement process.
  • Other duties as assigned.

Qualifications:

  • Bachelor’s degree
  • 3+ years corporate accounting and/or finance experience, with a focus in FP&A
  • Balance of technical knowledge and business acumen
  • Proactive self-starter with ability to manage multiple tasks effectively and autonomously.
  • Demonstrated ability to effectively engage and manage business partnership.
  • Excellent communication skills with the ability to engage, influence, and inspire partners and stakeholders to drive collaboration and alignment.
  • High degree of organization, individual initiative, and personal accountability

Preferred Qualifications:

  • Degree in Finance or Accounting
  • CMA, CPA or MBA
  • Strong understanding of US GAAP.
  • Experience in financial reporting, financial statement consolidations, and intercompany allocation processes.
  • Budget development, long-range planning, and fundamental forecasting experience over multiple cycles.
  • Experience in Enterprise Planning systems (i.e. Microsoft Dynamics).
  • Proven track record of delivering data driven solutions with a department-first mindset.
  • Full-strength skillset using Microsoft Office, with a high degree of competence in Excel and PowerPoint.

#LI

#IPG

All of our jobs come with great benefits including healthcare, parental leave and opportunities for career advancements. Some offerings are dependent upon the location of where you work and can include the following:

  • Comprehensive full medical, dental and vision Insurance

  • Basic Life Insurance at no cost to the employee

  • Company paid short-term and long-term disability

  • 12 weeks of 100% paid Parental Leave

  • Health Savings Account (HSA)

  • Flexible Spending Accounts (FSA)

  • Retirement savings plan

  • Personal Paid Time Off

  • Paid holidays and company-wide Wellness Day off

  • Paid time off to volunteer at nonprofit organizations

  • Pet friendly office environment

  • Commuter Benefits

  • Group Pet Insurance

  • On the job training and skills development

  • Employee Assistance Program (EAP)

Interview Technology Notice:

Please note that phone and video interviews or screenings may be recorded and transcribed using interview technology to support our recruitment process.

By continuing with the interview, you consent to this use.

Text Messaging Notice:

If you provide a mobile phone number, you may receive job-related communications via text message. Message and data rates may apply.

You may opt out of text communications at any time by replying “STOP.”

Skills Required

  • Bachelor's degree
  • 3+ years corporate accounting and/or finance experience, with a focus in FP&A
  • Balance of technical knowledge and business acumen
  • Proactive self-starter with ability to manage multiple tasks
  • Excellent communication skills

Independence Pet Holdings Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Independence Pet Holdings and has not been reviewed or approved by Independence Pet Holdings.

  • Healthcare Strength Comprehensive medical, dental, and vision coverage is described alongside company-paid life insurance and disability coverage. HSA/FSA options and an Employee Assistance Program add additional health and protection support.
  • Parental & Family Support Twelve weeks of 100% paid parental leave is explicitly offered. This level of fully paid leave is positioned as a meaningful family-support benefit.
  • Leave & Time Off Breadth Personal paid time off is paired with 10 holidays and a company-wide Wellness Day. Paid time off to volunteer also expands time-off options beyond standard PTO.

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The Company
Chicago,, IL
13 Employees
Year Founded: 2021

What We Do

Established in 2021, Independence Pet Holdings is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services across insurance, pet education, lost recovery services, and beyond across North America. As a leading authority in the industry, we operate with a full stack of resources, capital, and services that support a multi-brand and omni-channel approach. We operate our own insurance carrier and partner successfully with other carriers, as needed. We believe that pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets

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