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
Finance Manager at fin - house supervising finance operations, transforming functions into value - add systems for startups. Collaborating with clients, managing teams, and leading finance innovations.
Senior Finance & Control Consultant enhancing financial ecosystems and mentoring teams at scale - ups. Bridging clients and auditors, designing frameworks, cash flows, and insightful reporting.
Detail - oriented Finance Professional at Westfalia Fruit, driving financial performance for commercial strategies. Responsible for financial models, analyses, and reporting to support business decisions.
Junior Finance Analyst overseeing financial performance of renewable energy projects for DNV. Collaborating on budgeting, forecasting, and cost control to drive efficiency and informed decision - making.
Financial Solutions Advisor at Bank of America helping clients manage their financial lives through personalized advice and investment solutions. Obtaining required licenses to support client relationships and financial goal achievement.
Financial Solutions Advisor providing comprehensive financial advice and customized solutions at Bank of America. Responsible for client financial goals and investment planning in New York market.
Finance FP&A role at 3M for EMEA Logistics, focusing on financial reporting, analysis, and collaboration with global teams. Requires analytical skills and teamwork in an office setting.
Financial Family Advocate supporting financial communication and assistance for patients at Nemours in Wilmington, DE. Interviewing families and guiding them through financial processes for healthcare treatment.
Senior - level role as lead implementer and financial planner at boutique wealth management firm. Focused on building and managing financial plans for high - income clients from day one.