Senior Analyst, Financial Planning & Analysis
About The Position
At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their retirement savings goals. We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future. The Senior Analyst, Financial Planning & Analysis is responsible for supporting the planning and analysis processes surrounding the company’s revenue/expenses/premiums. Provide expertise in the technical support of key planning and analysis solutions including Oracle Planning and the Microsoft business intelligence (BI) platform.
Requirements
- Bachelor’s Degree
- Expert knowledge of MS business tools (Access / Excel / Word / PowerPoint / Visio / SharePoint)
- Working knowledge of business intelligence tools including Oracle Planning and Microsoft BI
- Strong analytical and problem-solving skills
- Strong oral and written communication skills
- Prior experience in a FP&A role
Responsibilities
- Assist in the preparation and analysis of annual, quarterly, and monthly plans and forecasts for the company. This includes the company’s fee-based income (advisory & administration), reserve required interest, cashflows and other revenue generating business models.
- Assist with the annual expense plan and expense budget submission for our Parent company (Mutual of America), investment advisor (Capital Management LLC) and other subsidiaries.
- Assist with quarterly/monthly review of expenses/revenue as it relates to these subsidiaries and provide investigation and documentation of variances.
- Develop and maintain expert knowledge with Oracle Planning.
- Assist with the development and improvement of Oracle Planning reports for Corporate Finance and across the company.
- Develop and maintain expert knowledge and utilization of business intelligence solutions used by company.
- Builds confidence in dealing with the business and knowledge of more in-depth tasks, developing the ability to take on more complex analyses and builds relationships to ensure achievement of Mutual of America’s strategy and objectives.
- Performs analysis, research and/or conduct projects as requested by Corporate Finance management.
- Responds to ad-hoc requests to address new business processes, policies, and procedures, etc.
Benefits
- Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
- 401(K) Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions.
- Parental Leave: 8 weeks fully paid
- Paid time off: 20 days plus two floating personal holidays
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What This Job Offers
Job Type
Full-time
Career Level
Senior
