Sr Analyst, Corporate Finance & Expense Management

Nationwide•Columbus, OH

1d•$62,500 - $115,500•Hybrid

About The Position

The Sr Analyst, Corporate Finance & Expense Management role is an opportunity to help modernize how Corporate Finance turns data into insight. This associate will support a centralized reporting environment across Corporate Finance and OCEO groups, helping strengthen professional reporting, improve how the business visualizes and interacts with data, and deliver more sophisticated analytics through Power BI and related tools. This is a strong fit for a finance professional who enjoys blending technical reporting capability with business partnership. The role calls for someone who can take broad reporting needs, translate them into practical solutions, and present clear, decision-useful insight to stakeholders across the organization. The position also offers broad exposure across Corporate Finance and the opportunity to help shape future reporting capabilities while building bench strength for continued growth within the function.

Requirements

Advanced Excel skills, including experience building formulas, setting up models, and structuring analysis in a thoughtful, scalable way.
Demonstrated experience with Power BI or Tableau, with the ability to create dashboards and reporting that drive clarity and decision-making.
Experience using Power Query and working with large data sets; broader programming or technical skills are a plus.
Strong finance acumen and the ability to connect technical reporting work to practical business and expense-management needs.
Ability to communicate clearly, gather business requirements, and translate them into reporting outputs that are useful to non-technical stakeholders.
A proactive, detail-oriented, and adaptable approach, with interest in helping a growing team improve how Corporate Finance reporting is delivered and scaled over time.
Undergraduate studies in finance, accounting, economics or a related field. Degree preferred.
Typically, four or more years of related experience in finance, accounting, insurance or similar field.
Professional knowledge of statistical analysis, financial statement preparation, budget preparation and related business operations.
Ability to operate personal computer and related financial and business software.
Ability to work in project and special studies teams.

Nice To Haves

Broader programming or technical skills are a plus.
Prefer product or business unit specific experience.
Prefer professional familiarity with GAAP and statutory accounting practices and insurance/financial service business requirements.
Pursuit of CPA or other related technical insurance designation desirable.

Responsibilities

Develop effective Power BI dashboards, reports, and analytics that improve reporting capabilities across Corporate Finance.
Translate business needs into practical, user-friendly reporting solutions that strengthen insight generation, data quality, and decision support.
Build and maintain reporting processes, tools, and views that help the business better visualize, consume, and act on financial information.
Support consolidated reporting across multiple Corporate Finance and OCEO groups and help elevate the sophistication and consistency of reporting outputs.
Work with large and sometimes complex data sets to identify trends, surface meaningful insights, and improve how information is delivered to stakeholders.
Partner effectively with finance and business stakeholders to understand reporting needs, gather requirements, and deliver solutions that are practical, intuitive, and actionable.
Conduct and document moderate to complex financial, budget and business-related analyses.
Prepare forecasts and trends analyses to support financial projects and business operations.
Participate in special financial and business-related studies.
Makes decisions in a timely manner within the context of own assignments; drives to complete objectives with an understanding of necessary achievements.
Effectively communicates work output.
Treats others with respect and shares his/her honest opinion in a thoughtful way.
Asks the right questions to gain an understanding of the topic and attempts to get at root causes; weighs relevance and accuracy of information; shows ability to generate alternatives in response to requests from leaders.
Supports changes being employed to move organization toward the use of new technologies or into new endeavors; offers to be part of new changes within the organization.
Willing to try new methods and technologies that will impact and improve own work.
Supports the changes being put forth by the organization; willing to accept and see the benefits of change.
Works to build knowledge of organizational structure and products to drive superior results.
May perform other responsibilities as assigned.