Financial Planning Administrator supporting clients and Associate Directors in a privately owned financial planning firm. Ensuring efficient coordination of activities, client meetings, and administrative support.
AI
Hybrid Senior Expense Planning Financial Analyst
Posted 2 months ago
About the role
- Senior Expense Planning Financial Analyst supporting corporate financial and growth goals at American Family Insurance. Providing necessary financial information and analysis to management while maintaining financial operational reporting systems.
Responsibilities
- supports the achievement of corporate financial and growth goals by providing management in all areas of the company with necessary financial information and analysis pertaining to profitability and key financial measures
- design, analyze and maintain financial operational reporting systems to provide this information
- lead in the planning and development of complex and/or strategic analysis used by business partners and divisional leadership
- represent the division in presentation of analyses to divisional leadership on a regular basis and occasionally to executive leadership
- utilize advanced modeling techniques to appropriately analyze the financial and growth implications of various solutions
- research, design, and develop more complex and comprehensive management reports as requested for all levels of management
- work with divisional leadership to determine and develop appropriate metrics to assess performance and identify opportunities to improve business results
- actively participate as the financial expert and represent Finance on critical cross-functional teams
Requirements
- Extensive Insurance industry expense planning and forecasting experience.
- Demonstrated experience providing customer-driven solutions, support or service.
- Demonstrated experience in financial statement and management reporting.
- Demonstrated experience with complex financial and operational analysis.
- Extensive knowledge and understanding of forecasting techniques, statistical analysis, data modeling, and data mining.
- Extensive knowledge and understanding of insurance accounting and operations.
Benefits
- comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health
- 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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