FP & A Investment Analyst

Mosaic Insurance is seeking a high-performing Analyst to support financial modeling, forecasting, and strategic analysis across the business. This role will build and maintain sophisticated financial models, conduct valuation and scenario analysis, and partner closely with finance leadership to inform senior-level decision-making. This is an ideal opportunity for a technically strong early-career professional with an investment banking, corporate finance, or financial services background looking to apply rigorous modeling skills in a fast-growing, data-driven insurance environment. Responsibilities Financial Modeling & Analysis Build, maintain, and stress-test complex three-statement and scenario-based financial models to evaluate business performance, strategic initiatives, and capital allocation decisionsAssist in annual budgeting and quarterly reforecast processes, including bottoms-up model construction and driver-based assumptionsConduct sensitivity analysis, scenario planning, and variance analysis vs. plan and prior periods, isolating and explaining key driversSupport valuation work and financial analysis for strategic projects, including M&A, capital structure, and business case evaluation Management Reporting & Presentation Produce high-quality, board and executive-ready reporting packs and dashboardsBuild and automate reporting workflows using Excel and PowerPoint, with a bias toward clean, IB-caliber presentation standardsTranslate complex financial analysis into clear, defensible narratives and recommendations for senior leadership Data & Systems Develop and maintain robust, auditable models and reporting tools using Excel and technologiesSupport improvements in data quality, structure, and reporting efficiencyLeverage AI and emerging tools to enhance modeling, analysis, and productivity Skills, Experience And Education University degree in Finance, Economics, Accounting, Mathematics, or a related fieldUp to 2–3 years of relevant experience in:Investment Banking (M&A, capital markets, or coverage)Transaction Advisory / ValuationCorporate Finance / FP&AInsurance or Financial ServicesAdvanced financial modeling skills: three-statement modeling, forecasting, scenario and sensitivity analysis, valuation techniques (DCF, comparables, precedent transactions where applicable)Ability to build, structure, and maintain complex models from scratch with precision, clarity, and disciplineStrong grasp of financial statement mechanics and how operational drivers flow through to resultsAdvanced Excel proficiency (formulas, sensitivity toggles, model auditing)Strong PowerPoint skills for executive- and board-level presentationsFamiliarity with data tools (e.g., Power BI, SQL) is advantageousPractical experience using AI tools to enhance modeling, analysis, and reporting workflowsRigorous attention to detail with a structured, logical, and skeptical approach to analysisAbility to distill complex financial data into clear, actionable insights and recommendationsConfident communicator able to defend analysis and engage with senior stakeholdersHighly motivated, intellectually curious, and proactiveStrong work ethic with the ability to manage multiple priorities under deadline pressureTeam-oriented with a collaborative mindsetComfortable working in a fast-paced, high-intensity environment Mosaic offers you True entrepreneurial cultureVery competitive total rewards compensation package, reflecting growth of the businessOpportunity to build and grow with this class of business The base salary offered for the successful candidate will be based on compensable factors such as job-relevant education, job-relevant experience, training, licensure, demonstrated competencies, geographic location, and other factors. The salary this position is $95,000 - $125,000. Mosaic celebrates diversity, equality and inclusion. We embrace these pillars of excellence as crucial to our business success. We are an Equal Opportunity Employer. Mosaic is a global specialty insurance platform with an innovative structure allowing deployment of different forms of capital aligned for the benefit of clients and partners. We underwrite for 40 other top-rated carriers alongside our Lloyd’s syndicates 1609 and 2610—offering lead-line + syndicated capacity, and claims-settlement authority across eight product lines via six countries. We harness the heritage of Lloyd’s and benefit from the market’s global licenses and financial-strength ratings.