Budget & Financial Analysis Manager

AAA • Costa Mesa, CA

21h • Onsite

About The Position

Budget & Financial Analysis Manager Please note this is an onsite position based in Costa Mesa, CA. Relocation assistance is not provided for this role. This position manages the preparation of insurance financial analysis, budgeting and forecasting. Additionally, the position is responsible for reviewing all analyses, as well as numerous financial reports, to ensure information is accurate and presented in a format that is meaningful to executive management.

Requirements

• Bachelors Finance or Accounting
• 7-9 years Budget and Financial Analysis or Accounting
• Comprehensive communication skills required, both written and oral.
• Must possess comprehensive management, organizational and time management skills.
• Must be highly proficient in using all Microsoft Office software products, including comprehensive knowledge of Access, Excel, Word and PowerPoint programs.
• Ability to produce recommendations and proposals and a demonstrated ability to handle effective negotiations and complaint resolution required.

Nice To Haves

• Certified Public Accountant (CPA) - American Institute of Certified Public Accountants Preferred.

Responsibilities

• Prepare, analyze, and coordinate monthly forecasts and annual budget for insurance business units and financial statements.
• Review cost/benefit analyses and develop the necessary approach for significant and/or complex financial models.
• Present budget analyses for executive management.
• Provide executives with on-going financial projections, including five-year growth, profitability, revenue, expense and sales projections for the enterprise.
• Monitor financial results of the organization and summarize results with comparisons against budgeted and forecasted amounts.
• Prepare budget spread reports that identify appropriate amounts for each month, utilizing seasonality trends for each revenue and expense category.
• Provide consulting services to Business Units for assessment of new business opportunities, including cost containment, revenue prospects and/or lines of business.
• Prepare and review annual and monthly management reports, including updates to current reports.
• Create additional/new reports relevant to evolving business needs.
• Provide training to management and staff throughout the organization on Wawanesa financial policies and techniques for budgeting and forecasting, as well as in the use of cost benefit models for the preparation of financial analyses.
• Resolve critical business issues, and identify business opportunities of a complex nature.
• Oversee the use of business models to forecast financial performance across the enterprise.
• Apprise executive management of significant situations impacting the organization, and act as lead in project development addressing said issues.
• Independently assess and develop logical approaches for tasks that may vary significantly in scope and complexity among all business lines throughout the enterprise.
• Ensure that reports and analyses are prepared and reported effectively, making sure information is accurate and presented in a timely manner.

Benefits

• Relocation assistance is not provided for this role.
• eligible to participate in our incentive program based upon the achievement of organization, team and personal performance.
• Health coverage for medical, dental, vision
• 401(K) saving plans with company match AND Pension
• Tuition assistance
• Floating holidays and PTO for community volunteer programs
• Paid parental leave
• Wellness programs
• Employee discounts (membership, insurance, travel, entertainment, services and more!)

What This Job Offers

• Job Type: Full-time
• Career Level: Manager