Financial Planning and Analysis Consultant

Westfield Group, InsuranceWestfield Center, OH
31dHybrid

About The Position

The Financial Planning & Analysis (FP&A) Consultant is responsible for delivering forward-looking financial insights and strategic support to drive performance within the Standard Lines businesses. This role is a trusted advisor to senior executives, leveraging analytics and financial modeling to influence key business decisions. You will proactively identify opportunities, assess risks, and provide actionable recommendations that influence results. The consultant plays a critical role in forecasting, budgeting, and scenario planning, enabling informed decision-making and ensures a deep understanding of business drivers, identify emerging trends, and translate operational impacts into financial outcomes.

Requirements

  • Experience: 7+ years in Financial Analysis within the insurance industry
  • Education: Bachelor's degree in Finance, Economics, Business, Actuarial Science, or related field.
  • Skills: Strong analytical and problem-solving capabilities; proficiency in financial modeling, forecasting, and data visualization tools.
  • Influence: Proven ability to communicate complex insights clearly and persuasively to senior executives.
  • Mindset: Proactive, strategic thinker with a passion for driving business performance through data-driven decisions.

Responsibilities

  • Analysis and Insights | Go beyond traditional reporting to deliver predictive and prescriptive insights that inform business strategy and operational performance.
  • Data-Driven Problem Solving | Develop analytical tools and financial modeling to address complex business challenges across underwriting, pricing, distribution, claims, and expenses.
  • Performance Optimization | Identify trends, opportunities, and risks to improve profitability, efficiency, and long-term sustainability.
  • Scenario Planning and Forecasting | Develop dynamic models and forecasts that support strategic planning and resource allocation.
  • Cross-Functional Collaboration | Partner with business units to align financial strategies with operational goals and market dynamics.
  • Mentorship & Influence | Build financial acumen across the organization and act as a trusted advisor to senior executives.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Industry

Insurance Carriers and Related Activities

Number of Employees

1,001-5,000 employees

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service