Financial Planning & Analysis Analyst

Shelter Insurance Companies•Columbia, MO

1d•$63,273 - $78,447

About The Position

Responsible for analyzing financial data and providing strategic insights to support decision-making across Shelter Insurance Companies. Includes development, maintenance, and continuous improvement of the corporate budget, forecasting models, and financial reporting. Assist management, internal business partners, and external vendors with financial inquiries, providing detailed explanations and recommendations. Shelter's uncompromising commitment to excellence doesn't stop with our customers. We recognize our employees are what make us a premier organization in the insurance industry. The Shelter Insurance® group of companies is a leader in the insurance industry, providing customers with exceptional insurance and financial products and services. Since opening our doors in 1946, we have become one of the most successful and financially-sound, super-regional insurance groups in the country. We provide a variety of insurance options for our customers including auto, home, life and business insurance. We exist to be a leader in our communities by providing daily value while we SHELTER what matters most. At Shelter Insurance, we value, celebrate, and invest in people. With over 75 years of success, we have built a strong foundation rooted in doing the right thing and making progress that truly matters - for our employees, our customers, and our communities. Our employees are the backbone of our success, which is why we are committed to fostering an inclusive environment, offering competitive benefits and meaningful opportunities for growth and development. We strive to honor our legacy, while innovating for a future full of opportunities. Shelter has a purpose driven culture that centers on: Involvement Within Our Communities Financial Strength & Stability Benefits This is your opportunity to be a part of an incredible company with people who encourage you and will help you grow personally and professionally. We champion diversity and strive to provide opportunities. Our family-oriented culture is one that promotes inclusion and positivity. Together we have achieved the winner of the Award for Best Places to Work since 2017! Shelter Insurance is proud to be Equal Opportunity Employers committed to creating a diverse and inclusive workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status, or other legally protected classifications. If you have a disability and require reasonable accommodations for any part of the selection process, we're here to help you out. Please email [email protected].

Requirements

Bachelor’s degree with an emphasis in Finance, Accounting, or related field.
Desire to pursue one of the following professional designations with the first year of employment: CPA, FPAC, AIAF, CPCU, CLU, ChFC, CMA.
Excellent verbal and written communication skills, with the ability to present complex financial data to non-financial stakeholders.
Analytical and modeling skills with the ability to interpret complex financial data and provide insights.
Proficiency with MS Office Suite software, particularly Excel, Word, and PowerPoint.
Strong interpersonal skills, with ability to train and support business partners, troubleshoot problems, and build positive working relationships across the organization.
Effective time management skills to prioritize tasks and consistently meet multiple deadlines.
Ability to work additional hours to meet required deadlines and during seasonal periods.
Ability to perform the essential functions of the position, with or without a reasonable accommodation.

Nice To Haves

Experience with financial planning software, preference to Workday Adaptive Planning.
Programming knowledge to allow future automation of processes and advanced financial modeling.
Experience with SQL, Snowflake, and Tableau is a plus.

Responsibilities

Responsible for analyzing financial data and providing strategic insights to support decision-making across Shelter Insurance Companies.
Includes development, maintenance, and continuous improvement of the corporate budget, forecasting models, and financial reporting.
Assist management, internal business partners, and external vendors with financial inquiries, providing detailed explanations and recommendations.