Lead Financial Analyst

Overview

The Lead Analyst will manage the International Plan/Re-forecast cycle, Outlook, and Month/Quarter Close variance analysis. This role supports all international teams outside of the US, the US-based International Finance team, and the US-based Lifestyle FP&A function. Additionally, the Lead Analyst is responsible for maintaining the International Trend Report.

Responsibilities

• Analyze full P&L variances by comparing results against prior year, year-to-date, prior quarter, prior forecast, plan, and outlook; summarize key variance explanations.
• Ensure journal entries are correctly mapped to country, line of business, client, and P&L account for all international countries.
• Coordinate and analyze the Plan/Forecast cycle.
• Ensure client and expense forecasts are robust and variances are well understood.
• Act as a business partner with in-country FP&A teams.
• Produce in-depth, value-adding analysis for Lifestyle FP&A stakeholders and CFOs.
• Liaise with US-based leaders including Actuary, IT, and Corporate functions to gather insights.
• Identify and develop KPIs and variance drivers.
• Understand key risks and opportunities and emerging business issues in International operations.
• Support ad hoc requests related to Earnings Calls.
• Maintain the International Trend Report by downloading data, updating country P&L trends, variance comparisons, and foreign exchange calculations.
• Track, review, and validate expense allocations to/from international countries; assist regional teams with allocation-related inquiries.
• Maintain and validate the list of all global role employees and ensure accuracy of country/LOB expense allocations.

Requirements

• Bachelor's degree in a relevant field.
• Minimum of 5 years of experience in financial analytics and forecasting.
• Advanced Excel skills.
• Experience in strategic planning and execution.
• Knowledge of finance, accounting, budgeting, and cost control principles, including Generally Accepted Accounting Principles (GAAP).
• Familiarity with automated financial and accounting reporting systems.
• Ability to analyze financial data and prepare reports and projections using advanced Excel.
• Thorough understanding of business issues and concepts related to the insurance or financial services industry.
• Ability to work independently and collaboratively within internal teams.
• Strong team player capable of working in a complex and fast-paced environment.

Preferred Qualifications

• Proficiency in understanding foreign exchange changes and their impact on financial statement lines.
• Experience in the insurance industry.
• Experience identifying, evaluating, and resolving financial, accounting, and data quality discrepancies.
• Ability to design dynamic spreadsheets/databases to provide comprehensive decision support to executive management.

Compensation & Benefits

• Pay range: $74,600.00 - $124,700.00
• Salary considerations include candidate background, experience, and work location, with potential for salary growth within the position.

Location

Not specified.