Lead annual budget, monthly forecast, and long-range planning processes for assigned areas
Perform monthly actual-to-budget, actual-to-forecast, and year-over-year variance analysis, including executive-level commentary and insights
Partner with department leaders on headcount planning, hiring decisions, and expense management
Identify, track, and report on cost reduction initiatives and savings realization across supported functions
Develop financial models, business cases, dashboards, and reporting tools to support decision-making and improve visibility into financial performance
Support continuous improvement efforts through reporting automation, process enhancements, and increased use of planning and analytics tools

Bachelor’s degree in Finance, Accounting or Economics
3-5 years of experience supporting financial planning and analysis (FP&A) or comparable finance related activities
Prior experience with insurance strongly preferred
Advanced Microsoft Excel skills
Demonstrated strong proficiency with other Microsoft Office tools including: Power BI, PowerPoint, Word, Teams
Technical agility and knowledge of financial /ERP reporting systems and data tools, e.g. Workday ERP, SAP, Oracle, Business Objects, Office Connect

Senior Financial Planning & Analysis Analyst – Corporate

Key skills