Sr. Financial Planning Analyst

Overview

This role supports financial planning and forecasting for a property and casualty insurance organization serving the Mid-Atlantic. Responsibilities include managing the annual planning process, executing monthly forecasts, preparing analytic schedules for variance analysis, and providing financial analyses to support business initiatives.

Responsibilities

• Manage the annual planning process, including production and executing monthly forecasts
• Prepare analytic schedules for variance from plan and/or forecast
• Monitor financial systems, procedures, and controls for accuracy
• Analyze the sufficiency of expense accruals
• Prepare monthly, quarterly, and annual financial statement journal entries and management reports
• Prepare monthly and quarterly calculations and monitor significant financial statement items, including reinsurance, expenses (e.g., DAC, commissions), and losses
• Assist in preparing annual financial planning forecasts and related planning inputs and exhibits
• Provide modeling support to determine the impact of potential scenarios and plans
• Prepare financial analyses and support special projects for operating units or corporate initiatives (e.g., accounting, systems)
• Assist with monthly and quarterly management reporting on actual vs. plan results, including variance analysis
• Assist with financial control (SOX) documentation, processes, and procedures
• Develop Key Performance Indicators (KPIs), dashboards, and scorecards
• Identify opportunities for continuous improvement and enhanced efficiencies using technology and data warehouses
• Perform other related duties as assigned by management

Requirements

• Bachelor’s degree with emphasis in Business, Finance, or Accounting; or eight years related experience and/or training; or equivalent combination of education and experience
• Working knowledge of generally accepted accounting principles
• Ability to be proactive and manage time effectively
• Strong customer orientation
• Ability to quickly and professionally respond to inquiries
• Strong communication skills to work effectively with internal and external partners
• Demonstrates commitment to company values and guiding principles regularly and consistently
• Proficient with Microsoft Excel, Word, and Outlook
• Advanced knowledge of Oracle PeopleSoft, Visual Basic, and SQL preferred
• Managerial level will be commensurate with candidates’ experience

Preferred Qualifications

• Property/Casualty or other Insurance industry experience preferred
• Advanced knowledge of Oracle PeopleSoft, Visual Basic, and SQL preferred

Compensation & Benefits

• Base Salary Range: $95,000 – $150,000
• Eligible to participate in annual discretionary bonus
• Benefits for full-time regular employees include: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k), and Profit-Sharing plans
• The actual salary will be determined based on scope, complexity, and location of the role; the candidate’s skills, education, training, credentials, and experience; and other conditions of employment

Location

Sponsorship not Offered for this Role

Additional Information

• The organization does not accept unsolicited resumes from external recruiting agencies or firms.
• This employer is an equal opportunity employer.