FP&A Manager overseeing financial performance reporting and budgeting processes at LRG, a national property company. Leading a team and improving reporting quality for business initiatives.
AI
Hybrid Lead P&C Financial Planning Advisor
Posted 2 months ago
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
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