Financial Analyst
About the Company
iPipeline is a global market leader combining technology, innovation, and expertise to deliver award-winning software solutions for the life insurance, financial services, and protection industries. With one of the industry’s largest data sets, we help advisors and agents transform manual operations into secure, seamless digital experiences—from proposal to commission. 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. We are a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and the life insurance and pensions industries in the UK.
Our vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry. We foster a culture of passion, creativity, and inclusion, with nearly 900 employees worldwide.
Responsibilities
- Perform financial analysis of operating results, cash flows, and business plans with moderate supervision.
- Develop and maintain financial models, supporting budgeting and forecasting processes.
- Prepare accurate financial statements and variance analyses.
- Use statistical and financial techniques to interpret data, evaluate projects, and inform management decisions.
- Build and maintain detailed financial models for forecasting and scenario analysis.
- Analyze financial performance and trends across business units.
- Prepare income statements, balance sheets, and cash flow statements.
- Investigate variances and provide explanations with supporting data.
- Compile and analyze cloud infrastructure spend data (primarily AWS), identify cost trends and variances, and prepare regular financial reports with moderate supervision.
- Contribute to operational and strategic planning processes with financial inputs.
- Conduct financial feasibility studies for proposed investments or initiatives.
- Ensure compliance with financial reporting standards and policies.
- Identify financial risks and support development of risk mitigation plans.
- Communicate financial results and implications to mid-level managers.
- Create and present reports and dashboards for business stakeholders.
- Analyze industry trends and incorporate findings into financial forecasts.
- Monitor competitor performance to inform decision-making.
- Perform all other duties as assigned.
Qualifications
- Financial Modeling & Forecasting: Proficient in building moderately complex financial models to support forecasts and decision-making.
- Financial Reporting & Analysis: Experience preparing full financial statements and conducting standard variance analysis with minimal oversight.
- Budgeting & Strategic Planning Support: Experience supporting department or business unit budgeting and contributing to multi-period forecasts.
- Data Management & Tools: Skilled in Excel (pivot tables, lookup functions, conditional formatting) and using basic BI tools (e.g., Power BI, Tableau).
- Regulatory Knowledge & Compliance: Experience applying relevant accounting and compliance standards to ensure accuracy and integrity of financial reports.
- Business & Industry Acumen: Understands key business drivers and incorporates external trends into financial analysis.
Benefits
- Competitive compensation and benefits package.
- Opportunities for career growth.
- Employee stock purchase plan.
- 401(k) with company match.
- Generous time off and flexible work/life balance.
- Employee wellness program.
- Awards and recognition program.
This is an office-based position.