Senior Finance Business Partner

at  iPipeline

Overview:
As a global market leader, iPipeline combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions that transform the life insurance, financial services, and protection industries. With one of the industry’s largest data sets, we help advisors/advisers and agents to transform paper and manual operations into a secure, seamless digital experience – from proposal to commission– so they can help better secure the financial futures of their clients.
At iPipeline, you’ll play a major role in helping us to provide best-in-class, transformative solutions. We’re passionate, creative, and innovative, and together as a team, we continually strive to advance, accelerate, and expand the reach of our technology. We value different perspectives and are committed to creating an environment that embraces diverse backgrounds and fosters inclusion.
We’re proud that we’ve been recognized as a repeat winner of various industry awards, demonstrating our excellence and highlighting us as a top workplace in both the US and the UK. We believe that the culture we’ve built for our nearly 900 employees around the word is exceptional - and we’ve created a place where our employees love to come to work, every single day.
Come join our team!

• Serve as a trusted liaison to cross-functional teams, providing financial insights and guidance to support decision-making and achieve business objectives.
• Be a key part in the development and execution of the financial planning process, including annual budgets and quarterly forecasts.
• Working with project managers to drive accuracy of revenue forecasting.
• Update complex financial models and run analysis on these.
• Develop financial models where required to support decision-making within the business.
• Analyze business performance metrics, including revenue and overheads. Identify and investigate variance between actuals and budgets/forecasts, providing explanations and recommendations to management.
• Prepare financial reports and presentations for management, summarizing key findings, insights, and recommendations.
• Drive process improvements and automation initiatives to enhance the efficiency and effectiveness of financial planning and analysis activities within the business.
• Conduct system data validation to ensure accuracy of reporting.
• Perform ad-hoc financial analysis and special projects as requested by management to support strategic initiatives and business needs.
• Minor level of other financial support duties