Senior Financial Planning Analyst
About The Position
We are seeking an innovative and detail-oriented Senior Financial Planning Analyst to support our Enterprise Service areas within the Financial Planning and Analysis team. This position is focused on expenses and ideal for individuals looking to launch their career in financial analysis within the insurance industry. This role will serve as a critical business partner to leadership, focusing on budgeting, operational efficiency, and performance analysis to enable data-driven decision-making. The ideal candidate has strong communication skills combined with analytical ability utilizing Excel and the drive for continuous process improvement through technology advancements.
Requirements
- Bachelor’s degree in finance, accounting, business or a similar field of study required.
- 1-3 years of experience in financial planning and analysis, financial operations, or business finance required.
- Strong Excel skills; familiarity with data analysis and visualization best practices required.
- Experience with financial planning processes, financial analysis and monthly expense reviews required.
- Experience handling invoice coding, accrual process, and journal entries required.
- Excellent communication and cross‑functional collaboration skills required.
- High attention to detail with strong problem‑solving and continuous improvement mindset required.
Nice To Haves
- Proficiency in Power BI, familiarity with data analysis, dashboard creation and report automation desired.
- Hands-on experience with Oracle Financials (Hyperion SmartView), Oracle ERP/EPB, or similar systems desired.
- Experience within an insurance or financial services organization desired.
Responsibilities
- Partner with back-office teams to develop annual expense budgets, forecasts, and multi-year financial plans aligned with strategic objectives.
- Perform monthly variance analysis of actuals vs. budget/forecast; identify drivers and recommend corrective actions.
- Conduct ad hoc financial analysis to support business initiatives, staffing decisions, and operational improvements.
- Support leadership and managers including purchase order tracking, invoice validation, accruals, and spend analysis.
- Coordinate with procurement and accounts payable teams to ensure timely processing and reconciliation of expenses.
- Process monthly corrections including journal entries and determine monthly accruals.
- Maintain accurate financial records and documentation in accordance with internal controls and audit requirements.
- Prepare and deliver regular financial reports and dashboards for Enterprise Services leadership.
- Provide actionable insights and recommendations to improve cost efficiency and optimize resource allocation.
- Prepare expense related regulatory schedules and exhibits in coordination with the Financial Reporting team.
- Create and support financial reports and model related expenditures utilizing Excel and Power BI.
Benefits
- 401(k) Retirement Plan with company match and quarterly contribution
- Tuition Reimbursement and Assistance
- Incentive Program Bonuses
- Competitive Pay
- Flexible Hybrid work
- Thrive Days - Personal time off
- Paid time off (PTO)
- Health Benefits: Medical, Dental, Vision
- Health Savings Account (HSA) with employer contribution
- Well-being programs with financial rewards
- Employee assistance program (EAP)
- Professional development programs
- Leadership development programs
- Employee resource groups
- StrengthsFinder Program
- Matching donations program
- Paid volunteer time– 8 hours per month
- Generous paid maternity leave and paternity leave
- Fertility, surrogacy and adoption assistance
- Backup child, elder and pet care support
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What This Job Offers
Job Type
Full-time
Career Level
Senior
