Act as a partnering financial analyst to HR & Finance leaders, providing thought partnership on corporate HR programs including health and benefits, tuition reimbursement, and employee recognition initiatives (e.g., Applause).
Monitor and manage expense trends, identifying drivers, risks, and opportunities to improve financial efficiency and sustainability.
Proactively recommend actions and trade-offs to guide strategy, operations, and investment decisions.
Communicate financial results and implications clearly to VP-level and executive audiences, tailoring messages for decision-makers rather than technical reviewers.
Develop clear, insight-driven storylines for monthly results, forecasts, and planning cycles—linking financial outcomes to headcount, program activity, and business drivers.
Own and contribute to HR operating plan, forecast, and results processes, including workforce (FTE), employee-related expenses, vendor services, and corporate programs.

5+ years of progressive financial analysis experience (HR Finance, workforce analytics, or expense management experience strongly preferred).
Ability to work independently, manage priorities, and operate effectively in a highly visible role.
Advanced Excel & Power Point skills; experience with Workday, SAP, Power BI or similar tools preferred.
Strong communication and presentation skills with demonstrated experience building executive-level presentations and storytelling from complex data.
Strong analytical, modeling, and problem-solving skills with comfort navigating ambiguity.

Joining our team isn’t just a job — it’s an opportunity.
One that takes your skills and pushes them to the next level.
One that encourages you to challenge the status quo.
One where you can shape the future of protection while supporting causes that mean the most to you.

Senior Financial Analysis Consultant – Finance, Executive Decision Support

Key skills