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.

• 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.
• Analyse 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.

• Preferably a bachelor’s degree in accounting and/or finance. 
• Experience as a Financial Analyst, or similar role with focus on supporting cross-functional teams.
• Strong proficiency in financial modelling, forecasting techniques, excel, and Salesforce.com. Experience with Power BI, Intacct, and Adaptive a plus.
• Excellent ability to partner effectively with cross-functional teams and communicate financial concepts to non-finance stakeholders.
• Proven analytical skills with the ability to translate complex data into actionable insights.
• Ability to thrive in fast-paced, dynamic environment and manage multiple priorities effectively.
• Must have excellent written, verbal, and presentation skills.