Financial Planning and Analysis Advisor

Sedgwick

123d

About The Position

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Financial Planning and Analysis Advisor. PRIMARY PURPOSE OF THE ROLE: To partner with and support the leadership teams to achieve financial objectives; to support corporate departments or more broadly in revenue forecasting and/or consolidation of results as needed.

Requirements

• Bachelor's degree from an accredited college or university required.
• Advanced degree preferred.
• CPA preferred.
• Eight (8) years of financial or accounting experience or equivalent combination of education and experience required.
• Financial planning and analysis experience preferred.

Responsibilities

• Partners with Corporate or Operations business teams to set a baseline forecast or target for assigned area(s) for revenue or expenses as assigned.
• Coordinates with Accounting and Budget counterparts to provide insights into future results.
• Serves as key strategic finance partner to the business unit.
• Prepares consolidated forecasts and budgets and analyzes trends in revenue, expense, capital expenditures, and other related areas.
• Maintains and coordinates group completion of financial reviews for budget preparation and periodic reporting for assigned business units or areas.
• Assists with ad hoc analysis and communicates results and recommendations to senior management.
• Maintains various systems and updates as appropriate; may involve new and lost business adjustments for revenue and related costs.

Benefits

• Career development and promotional growth opportunities.
• A diverse and comprehensive benefits offering including medical, dental vision, 401k, PTO and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees