Western & Southern Financial Group-posted 2 months ago
Cincinnati, OH
251-500 employees

Provides business planning, decision support analysis and measurement reporting for the assigned business unit(s), e.g., Agency, Columbus Life and/or Lafayette Life. Develops critical management decision analysis tools, and suggests and implements cost-savings. Prepares financial budgets, forecasts and various business case financial models, and performs special projects. Develops, implements and maintains profitability models, cost benefit analysis models and business unit performance measures. Performs variance analyses monthly and quarterly for key management reports. Provides highly confidential analyses in support of new business initiatives and potential acquisitions. Works with minimal supervision and is responsible for making a broad range of critical decisions independently, escalating to executive-level management when appropriate.

  • Constructs yearly financial plans (budgets) and quarterly forecasts.
  • Develops decision analysis tools necessary to help manage and grow the business.
  • Identifies and implements process and cost improvements.
  • Represents Finance Department in business unit specific meetings, and is responsible for identifying necessary analyses and updating the department on key items of impact.
  • Develops, implements and maintains profitability and break-even models.
  • Performs analyses in support of potential acquisition candidates.
  • Creates and develops analyses to assist in the pricing of products.
  • Develops, implements and reports business unit performance measures and key metrics.
  • Prepares and communicates Scorecard commentary quarterly for each business unit supported.
  • Prepares variance analyses to budget monthly for key management reports.
  • Cross-trained as backup for one other business unit; cross-trains another analyst as backup for business units.
  • Performs other duties as assigned.
  • Complies with all policies and standards.
  • Bachelor's Degree Finance or related field or commensurate selection criteria experience in related position or industry - Required
  • 4 to 6 years of relevant experience with a Bachelor's degree or 1 to 3 years of relevant experience with an MBA (or equivalent degree) - Required
  • Demonstrated experience working independently with little direction from management.
  • Proven experience coordinating multiple projects/assignments simultaneously, and completing assigned tasks accurately and on a timely basis.
  • Proven experience effectively influencing a group to a recommended course of action.
  • Demonstrated experience in advanced spreadsheet applications.
  • Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolution.
  • Demonstrated excellent verbal and written communication skills.
  • Highly proficient in Microsoft Office applications, e.g., Excel, PowerPoint.
  • Master's Degree MBA - Preferred
  • Master's Degree Finance/accounting or equivalent - Preferred
  • Chartered Financial Analyst (CFA) - Preferred
  • Certified Public Accountant (CPA) - Preferred
  • Certified Management Accountant (CMA) - Preferred
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