About the role

  • Lead Financial Planning Advisor at American Family Insurance, managing revenue forecasting and full P&L to support growth. Collaborate with leaders to drive planning initiatives and analyze performance metrics.

Responsibilities

  • Facilitate and lead the annual planning process and meetings for the division
  • Serve as expert resource for operational analysis and planning to other team members
  • Present divisional plans and analyses to leadership and provide guidance
  • Collaborate with leadership to implement business plan initiatives and monitor ongoing progress
  • Lead the analysis of actual performance against budget and the annual business plan and make recommendations
  • Communicate divisional performance metrics within and outside the division
  • Lead the planning and development of various financial analyses needed for divisional initiatives

Requirements

  • Financial planning experience within a Property & Casualty Insurance company strongly preferred
  • Solid knowledge and understanding of business planning processes and tools
  • Demonstrated experience presenting business plan and financial information to leadership
  • Extensive knowledge and understanding of insurance accounting and operations
  • Extensive knowledge and understanding of forecasting techniques and/or data modeling
  • Extensive knowledge and understanding of financial reporting, budget, and forecasting techniques
  • Demonstrated experience performing basic financial and/or operational analysis
  • Experience with applications such as Python, Tableau, Anaplan or Hyperion preferred
  • Demonstrated experience providing customer-driven solutions, support or service

Benefits

  • Comprehensive medical, dental, vision and wellbeing benefits
  • Competitive 401(k) contribution
  • Pension plan
  • Annual incentive
  • 9 paid holidays
  • Paid time off program (23 days accrued annually for full-time employees)
  • Student loan repayment program
  • Paid-family leave

Job title

Lead P&C Financial Planning Advisor

Job type

Experience level

Senior

Salary

$99,000 - $163,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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