Sr. Financial Analyst, Financial Planning & Analysis
About The Position
The Senior Financial Analyst, Financial Planning and Analysis (FP&A), supports The Mutual Group’s member institutions with planning, forecasting, management reporting, and decision-making. The role transforms financial and operational data into accurate, timely, actionable insights and partners with TMG and member business leaders to maintain trusted data, improve analytical processes, develop scalable reporting solutions, and explain performance drivers. The position supports financial data management and member-focused planning, analysis, and reporting. Employees who live within 30 miles of the TMG home office are expected to follow a hybrid or in-office schedule; the initial training period may require additional in-office days.
Requirements
- Bachelor’s degree in Finance, Accounting, or a related field, or an equivalent combination of training and experience.
- At least four years of financial planning and analysis and data analytics experience with a P&C insurance or financial services company in progressively responsible roles.
- Advanced proficiency in Microsoft Excel, including financial modeling, data validation, pivot tables, and complex formulas.
- Experience with data visualization and business intelligence tools such as Power BI or Tableau.
- Solid knowledge of financial planning and analysis concepts, terminology, and techniques.
- Ability to communicate clearly and concisely with business partners and stakeholders and build relationships.
Nice To Haves
- Broad knowledge of insurance operations, financial data, and Statutory accounting.
- Exposure to database concepts, data transfer, and data integrity assurance.
- Experience with Workday, Oracle EPM, SAP Analytics, Jedox, Anaplan, or other planning and management reporting systems.
Responsibilities
- Collect, validate, reconcile, and analyze financial and operational data from multiple systems to support planning, forecasting, and reporting.
- Prepare recurring management reports, dashboards, variance analyses, and executive-ready summaries highlighting trends, risks, opportunities, and business drivers.
- Partner with business stakeholders to define reporting requirements, performance measures, and consistent data definitions.
- Help develop and maintain financial models, data sets, queries, reports, and dashboards.
- Automate repeatable data preparation and reporting activities to improve accuracy, speed, control, and scalability.
- Support ad hoc analyses and special projects related to premiums, profitability, expenses, headcount, and strategic initiatives.
- Contribute to data transformation, reporting, and integration for member initiatives.
- Contribute to continuous improvement of FP&A processes, systems, controls, and analytical capabilities.
- Analyze actual results against budget, forecast, and prior periods, and communicate material variances and underlying business drivers.
- Support members’ annual financial plan creation and assist with financial forecasts and projections throughout the year.
- Anticipate and analyze financial challenges and opportunities.
- Prepare reports and presentations for member and TMG senior management, Boards of Directors, and other key relationships.
- Perform other duties as assigned.
Benefits
- Incentive plans for eligible team members.
- 401(k) retirement plan with company match of up to 6% of eligible salary.
- Free basic life and AD&D insurance, long-term disability insurance, and short-term disability insurance.
- Medical, dental, and vision plans.
- Wellness incentives.
- Personal, holiday, and volunteer paid time off.
- Flexible work schedules and hybrid/remote options for eligible positions.
- Educational assistance.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
