Sr. Financial Analyst – Financial Planning & Analysis
About The Position
The Senior Financial Analyst, Financial Planning & Analysis supports budgeting, forecasting, payroll, and financial performance reporting. The position develops financial models, analyzes results and trends, prepares management and Board materials, and maintains performance measures. The role works with Finance staff and business leaders to improve financial visibility and support organizational decisions. This is an individual contributor position and does not supervise staff. The role supports the annual budgeting process and periodic forecast updates, partners with department leaders to improve forecast accuracy, identifies trends and financial risks and opportunities, develops forecasts and models, and supports long-range planning. It also assists with bi-weekly payroll, including pay, deductions, taxes, benefits, and related transactions. The analyst prepares financial and variance analyses, evaluates financial and operational performance, and provides narrative commentary and analytical support for executive decisions. The role establishes and monitors KPIs, develops dashboards and reports, evaluates results against targets, and recommends improvements to performance measurement and reporting. It also supports Executive Leadership and Board reporting, audits, Finance projects, and analytical process improvements.
Requirements
- Bachelor’s degree in finance, accounting, economics, business administration, or a related field.
- Three to five years of experience in financial planning and analysis, finance, accounting, or a related field.
- Experience with budgeting, forecasting, financial modeling, and variance analysis.
- Experience preparing management reports and financial analyses.
- Proficiency with Microsoft 365 and financial reporting tools.
- Knowledge of budgeting, forecasting, financial modeling, and performance measurement.
- Ability to analyze financial and operational data and communicate conclusions.
- Ability to prepare variance analyses, management reports, and presentation materials.
- Ability to organize work, manage deadlines, and support multiple priorities.
- Ability to work with Finance staff, business leaders, and executive management.
- Advanced skill in Microsoft Excel, Microsoft 365, financial systems, and reporting tools.
Nice To Haves
- Insurance industry experience.
- Experience supporting executive leadership and Board reporting.
- Experience with Power BI, data visualization, or business intelligence tools.
- CPA, CMA, CFA, or MBA.
Responsibilities
- Support the annual budgeting process and periodic forecast updates.
- Partner with department leaders to improve forecast accuracy and financial visibility.
- Identify trends, risks, and opportunities affecting financial results.
- Develop financial models and forecasts and support long-range financial planning.
- Assist with bi-weekly payroll, including pay, deductions, taxes, benefits, and related transactions.
- Prepare financial analyses explaining operating results, trends, and business drivers.
- Work with the organization to develop variance analysis and evaluate financial and operational performance across business areas.
- Prepare narrative commentary supporting financial results and provide analytical support for executive decision-making.
- Establish and maintain key performance indicators; develop dashboards and reports to monitor performance against strategic objectives.
- Identify trends and exceptions requiring management attention and partner with business areas to develop performance measures.
- Evaluate performance against targets and recommend improvements to performance measurement and reporting processes.
- Assist in developing presentation materials for Executive Leadership and Board meetings.
- Prepare financial reporting packages and support schedules, enhance visual reporting and decision-support materials, and support analysis requested by senior management and the Board.
- Support internal and external audit activities as needed.
- Support Finance projects, reporting enhancements, and analytical process improvements.
- Identify opportunities to improve budgeting, forecasting, reporting, and performance measurement processes.
- Perform other duties and project work as assigned.
Benefits
- Health, vision, and dental coverage.
- Robust PTO plan.
- 8% employer retirement contribution regardless of team member contribution.
- Educational assistance.
- Team member appreciation events.
- Short-term disability, long-term disability, and group life insurance at one times a team member’s salary.
- Free tickets to community attractions.
- Hybrid work environment.
- Development and volunteer programs.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
