Financial Planning & Analysis Analyst

Job Opportunity at Ascot Group

This is an opportunity to join Ascot Group - one of the world's preeminent specialty risk underwriting organizations.

Designed as a modern-era company operating through an ecosystem of interconnected global operating platforms, we're bound by a common mission and purpose. Our greatest strength is a talented team who flourish in a collaborative, inclusive, and entrepreneurial culture, steeped in underwriting excellence, integrity, and a passion to find a better way, The Ascot Way.

The Ascot Way guides our people and our organization. Our underwriting platforms collaborate to find creative ways to deploy our capital in a true cross-product and cross-platform approach. These platforms work as one, deploying our capital creatively through our Client Centric, Risk Centric and Technology Centric strategies.

Built to be resilient, Ascot offers clients leading financial security while delivering bespoke products and world class service both pre- and post-claims. Ascot exists to solve for our clients' brightest tomorrow, through agility, collaboration, resilience, and discipline.

Ascot is embedding artificial intelligence (AI) and automation across the organization to enhance decision-making, efficiency, and quality of outcomes. In this role, you will be expected to work confidently alongside AI-enabled tools, apply sound judgment when interpreting insights, and adapt as technology continues to evolve. We value curiosity, critical thinking, and a willingness to embrace change as part of how we work.

Job Summary

Ascot is seeking a motivated Financial Planning & Analysis (FP&A) Analyst to work on building transparency around expense reporting and forecasting. The FP&A Analyst will be responsible for work directly with all functional owners, business leaders and executive management to build a ground up, well documented and transparent plan as well as be responsible for forecasting and reporting. The successful candidate will have strong written and verbal communication skills to business partner effectively. This role will be based in the Atlanta or NJ office with a hybrid work schedule.

Responsibilities

• Partner with the IT finance contact to make sure the ground up IT plan has the proper transparency for: BAU vs Project spend as well as committed vs discretionary costs, vendor specific costs, high-level narratives by project, etc.
• Responsible for the ROI for various inflight IT projects and establish cadence
• Establish regular communication, reports and KPI's across the group. Dashboard how costs are tracking against plan (and why) at the right level of detail for executives, functional owners and finance partners
• Manage both the cash and expense budgets
• Partner with cost center owners to analyze data for trends and analysis of variances to make sure all parties have a full understanding of run rates, variances and future spend expectations
• Provide analysis to internal network of IT and Finance members that should be 'in the know' and gather requirements for reporting needs and reporting cadence
• Communicate reports/analysis to cost center owners, functional owners, CFO/Finance/FP&A and executive leadership monthly or as needed
• Coordinate with vendors, functional owners and finance to make sure costs are tracked, reported and analyzed to drive the best execution and outcome
• Work with invoice owners and finance to firm up booking/tracking process across cost centers, accounts and project codes
• Work with Finance to ensure proper documentation of costs and accounting treatment for capitalized costs. Review existing inventory of fixed assets to ensure proper depreciation schedules
• Demonstrate The Ascot Way by collaborating across teams, embracing inclusivity, and demonstrating accountability while helping build an engaged, high-performing culture

Requirements

• Bachelor's degree required in finance or similar concentration
• A minimum of 4 years of specific years of experience in insurance field or in specific/similar role required
• Must be positive, self-motivated, and possess strong interpersonal and communication skills
• Highly customer-centric both internally and externally
• Strong problem solving and decision-making abilities
• Strong collaborative skills in a fast-paced team-centric environment
• Advanced Excel (Pivot tables, data management principles, vlookups, etc,), PowerPoint. and PowerBI required
• Prior TM1 experience a plus

**This role can be filled at a different level, depending on experience.**

Compensation:

Actual base pay could vary and may be above or below the listed range based on factors including but not limited to experience, subject matter expertise, and skills. The base pay is just one component of Ascot's total compensation package for employees. Other rewards may include an annual cash bonus and other forms of discretionary compensation awarded by the Company.

The annualized base pay range for this role is: $80,000 - $95,000.

Company Benefits:

The Company provides a competitive benefits package that includes the following (eligibility requirements apply):

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Life Insurance, AD&D, Work/Life Resources (including Employee Assistance Program), and more
• Leave Benefits: Paid holidays, annual Paid Time Off (includes paid state /local paid leave where required), Short-term Disability, Long-term Disability, Other leaves (e.g., Bereavement, FMLA, Adoption, Maternity, Military, Primary & Non-Primary Caregiver)
• Retirement Benefits: Contributory Savings Plan (401k)