Senior Financial Planning Analyst

  • Location
    Levittown, Pennsylvania
  • Category:
    Accounting & Finance - Financial Analyst
  • Job Type:
    Direct Hire
  • Job reference:
  • Salary:
    $ 70000 - $ 95000

Senior Financial Planning Analyst

Parker Lynch is conducting a search for a Senior Financial Planning Analyst with a growing, tremendously stable Insurance company who has been in business for over 100 years! This newly created direct hire position is an awesome opportunity to join a rapidly growing company.


Tremendous benefits including remote login capability, 30+ vacation/holidays, awesome health benefits. 


A Day In The Life

This is a very important position - the company is building out their finance team and this role will be the first hire following their VP of Finance. You will be responsible for assisting in monthly forecasting of financial statements, preparing budgets for your assigned business units, and working closely with the business unit leaders. 


This role requires excellent communication skills as you will be interacting with leaders from across all areas of the business. You must have strong Excel skills as there will be numerous ad hoc reporting requests.


Job Requirements

  • 5+ years of Financial or Business Planning and Analysis experience
  • Experience in the Insurance Industry is highly desired for this position
  • Excellent analytical and communication skills
  • Bachelor’s degree in accounting/finance, MBA is a plus. 
  • Very strong knowledge of Excel and MS Office


Location: Levittown, PA

Salary: $70,000-95,000/year

If your skill set aligns with the requirements, then contact me today for immediate consideration. Please send your resume with your name and the title of this position in the subject line to: and apply here.