Financial Planning and Reporting Senior Analyst

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You're legendary. We're hiring. Let's talk!

Apply today for an opportunity to join one of North America's top insurance premium financing companies. Since 1977, our company has grown to more than 500 Associates and 30 locations across the United States, Puerto Rico, and Canada.

Every day, we work to deliver on our Corporate Mission Statement: “To be the market leader by delivering innovative financial and technology solutions to help our Customers, partners, and investors achieve their goals.”

How do we do that? By empowering and encouraging our Associates to provide products and legendary Customer service unparalleled in our industry.

FOR OUR ASSOCIATES

• At the office: Based on your location, we offer parking and commuter benefits programs to help make your commute a little easier.
• Getting started: We offer a comprehensive paid training program that will make you feel prepared and excited about your role.
• Staying healthy: Our wellness program, LiveWell, combined with our Employee Assistance Program (for when you need confidential support), help you keep an eye on short and long-term goals and any bumps that pop up along the way. We are also proud to offer subsidies to support your health and fitness goals by providing gym membership subsidies.
• Preparing for your future: Imperial PFS offers a 401(k) with a company match
• Company culture: Our Associates are the foundation of our company and we want you to enjoy working here! With company lunches, corporate outings, and even the occasional ice cream truck, you never know what will pop up to make your day.
• Peace of mind: Our insurance benefits include medical, prescription, dental, voluntary vision, voluntary life/dependent life, group term life, and AD&D.

JOB SUMMARY

The Senior Analyst position is a key role within the IPFS corporate finance department. This position will lead the FP&A support for IPFS' payment facilitation business. In addition, the Senior Analyst, FP&A will have FP&A responsibilities for the overall company. The Senior Analyst, FP&A position will work closely with the AndDone (PayFac), Corporate Accounting, Finance, and Data organizations to understand business issues impacting the financial statements and make recommendations for improvement.

KEY REPSONSIBILITIES

• Provide financial planning and analysis support to IPFS' payment facilitation business
• Prepare and analyze the following KPI reports related to IPFS Payments:
• Revenue reporting
• Platform level profitability reporting and analysis
• Sub-merchant level profitability analysis
• Interchange Audit
• A/R reporting
• Provide financial planning and analysis support to IPFS' premium finance business
• Prepare and analyze the following KPI reports related to IPFS premium finance:
• Month-end financial statement memorandum
• Month-end performance charts
• Monthly pricing model
• Monthly goal reporting
• Monthly liquidity projection

QUALIFICATIONS AND EXPERIENCE

• 5+ years of relevant work experience
• Advanced proficiency in Microsoft Excel
• Strong analytical skills
• Detail oriented
• Understanding of corporate finance and accounting
• Ability to distill large amounts of information into valuable insights
• Business acumen to identify opportunities for improved productivity
• Experience with Adaptive Insights is a plus

EDUCATION

• Four-year college education degree in Business, Finance, or Accounting preferred
• SQL certification is a plus
• CPA designation is a plus

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid parental leave
• Paid time off
• Referral program
• Relocation assistance
• Tuition reimbursement
• Vision insurance

Experience level:

• 5 years

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• No nights
• No weekends

Work Location: Hybrid remote in Kansas City, MO 64105