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!

About iPipeline

Founded in 1995, iPipeline operates as a business unit of Roper Technologies (Nasdaq:  ROP), a constituent of the Nasdaq 100, S&P 500®, and Fortune 1000® indices. iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. We couple one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows – from quote to commission – with seamless integration. Our vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.  

iPipeline is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to gender, race, color, religious creed, national origin, age, sexual orientation, gender identity, physical or mental disability, and/or protected veteran status. We are committed to building a supportive and inclusive environment for all employees.

This is an office-based position.

The Expert Financial Analyst leads advanced financial analysis and modelling initiatives, providing insights that support strategic business decisions. This role evaluates complex financial scenarios, including investment opportunities, mergers, and acquisitions, and assesses capital requirements and return on investment. This role identifies financial risks and recommends mitigation strategies, frequently presenting findings to senior management. The expert financial analyst mentors less experienced team members, ensures the quality of financial models and reports, and monitors industry and economic trends to forecast impacts on organizational performance.

Financial Analysis & Modelling:

• Lead the development of complex financial models and sensitivity analyses.
• Evaluate ROI, capital requirements, and profitability for large-scale initiatives.

Reporting & Variance Analysis:

• Oversee preparation and review of financial statements and variance reports.
• Provide detailed root-cause analysis of significant variances and trends.

Strategic & Business Planning Support:

• Partner with business leaders to align financial planning with strategic goals.
• Evaluate mergers, acquisitions, and investment opportunities.

Risk Assessment & Compliance:

• Ensure financial practices align with external regulations and internal policies
• Assess risk exposure in financial forecasts and develop proactive mitigation strategies.

Stakeholder Communication:

• Present financial insights and recommendations to functional and/or senior leadership.
• Translate complex financial data into actionable insights for cross-functional teams.

Industry & Market Monitoring:

• Interpret market shifts and economic conditions to anticipate financial impact.
• Benchmark performance against peers and industry standards.

Technical Competencies

• Financial Modelling & Forecasting: Experience leading the development of complex financial models, including scenario and sensitivity analyses.
• Financial Reporting & Analysis: Experience interpreting and communicating advanced financial results; identifying trends and root causes.
• Budgeting & Strategic Planning Support: Experience advising business units on strategic financial planning and evaluating investment cases with financial rigor.
• Data Management & Tools: Advanced use of Excel and BI tools; experience creating dashboards and automating reporting processes.
• Regulatory Knowledge & Compliance: Experience applying financial regulations and accounting standards to complex scenarios; experience ensuring financial reporting integrity.
• Business & Industry Acumen: Deep understanding of business strategy and industry dynamics; experience anticipating financial implications of external changes.

Education, Knowledge, Skills, and Abilities

• Typically requires a bachelor's degree in Accounting, Finance, Business, or related field (or international equivalent).
• Significant experience of progressive experience in financial analysis, modelling, or strategic finance.
• Professional accounting certification desirable.

We offer a competitive compensation and benefits package, opportunities for career growth, Pension plan with company-matched contributions, generous time off and flexible work/life balance, an employee wellness program, and an awards and recognition program – all in a creative, fast-growing, and innovative company.