Planning & Reserving Associate

Safety National•Saint Louis, MO

2d•Hybrid

About The Position

This opportunity is in the Business Intelligence & Planning Department. The Business Intelligence & Planning Department is dedicated to empowering informed decision-making and driving strategic growth through comprehensive financial planning, data-driven insights, and governance excellence. Our mission is to deliver accurate, timely, and actionable intelligence to all stakeholders around the company by leveraging the strengths of our integrated teams, including Planning & Reserving, Portfolio Management, BI Analysis, BI Data Analysis, Data Quality and Data Governance. Together, we support a culture of data excellence and financial foresight. As a Planning & Reserving Associate, you will play an integral role in supporting the company’s financial planning and reserving processes. You will work hands-on with data to help build, update, and maintain financial plans, including working through prior year plans and refining them for current use. You’ll assist in reviewing actuarial reserving outputs and incorporating feedback to ensure accuracy and alignment with business needs. In this role, you will create and maintain reports, analyze results, and respond to questions from stakeholders regarding financial plans and reporting outputs. You’ll collaborate across departments to gather inputs, ensure consistency in data, and support the development of planning exhibits and projections. This position offers strong exposure to financial analysis, reporting, and actuarial concepts, giving you the opportunity to build technical expertise while contributing to meaningful business decisions in a collaborative, team-oriented environment.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or a related field is required
Must be presently authorized to work in the U.S. without a requirement for work authorization sponsorship by our company for this position now or in the future
Intermediate proficiency in Microsoft Excel, including the ability to perform VLOOKUPs, create pivot tables, and write custom formulas
Strong attention to detail and ability to work with data
Ability to manage multiple tasks and meet deadlines in a team-oriented environment

Nice To Haves

1 or more years of relevant professional experience in an accounting, reporting, or data-focused role is preferred
Public accounting experience or corporate accounting experience is preferred
Basic knowledge of the insurance industry and financial processes
Exposure to financial analysis, forecasting, or actuarial concepts
Strong written and verbal communication skills

Responsibilities

Build, update, and maintain financial plans, including working through prior year plans and refining them for current use.
Assist in reviewing actuarial reserving outputs and incorporating feedback to ensure accuracy and alignment with business needs.
Create and maintain reports.
Analyze results.
Respond to questions from stakeholders regarding financial plans and reporting outputs.
Collaborate across departments to gather inputs, ensure consistency in data, and support the development of planning exhibits and projections.
Protect the confidentiality, integrity and availability of information and technology assets against unauthorized disclosure, destruction and/or alteration, in accordance with Safety National policies, standards, and procedures.