Job Description
An employer in the insurance industry is seeking a Sr. Financial Planning Analyst to join the team in forecasting, planning and effectively reviewing data to pull together the story that will be shared with leadership teams. This person will collaborate with cross-functional teams to develop financial annual plans and quarterly forecasts aligned with the company's goals. They will collect and consolidate financial data from various sources to support financial analysis and reporting, including assumptions, P&Ls, balance sheets, cash flow, and key performance measures. Additionally, this person will partner with stakeholders to enhance the accuracy and efficiency of financial forecasting, budgeting, and analysis with the goal to improve engagement/ownership of forecasts & results and identify opportunities to streamline financial processes and improve analysis turnaround. Lastly they will analyze financial information, identify trends and opportunities, and provide insight to support strategic decision-making.
Required Skills & Experience
6+ years of FP&A and financial statement experience
System knowledge in Hyperion, Excel and Power BI
Advanced level proficiency in Microsoft Excel, including (Pivot tables, VLOOKUPs, modeling techniques)
Strong analytical and problem-solving skills with attention to detail
Experience in accounting, financial analysis, forecasting, and planning, preferably in the insurance or financial services industry
Bachelors degree in Finance, Accounting, Economics, Actuarial or a related field
Excellent communication and presentation skills
Nice to Have Skills & Experience
Insurance industry experience
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.