Pay Range:

$85,000 - $100,000 / Annually

Purpose

The Financial Planning and Analysis Analyst or Senior Financial Analyst will serve as a key member of the corporate FP&A Team and act as a strategic partner to senior management. The successful candidate will lead efforts to support the Retail, Corporate, and MGA business units in budgeting, forecasting, and strategic initiatives. This position will interface directly with Retail, Corporate, and MGA executive management

Essential Duties & Responsibilities

Responsible for financial reporting including monthly reports relied upon by the Corporate Executive Leadership Team and Sales Leadership Team

Partner with FP&A manager during budgeting and forecasting process with potential for business segment responsibility

Expense management by partnering with operations leadership to understand and manage expense line items

Create dynamic models to automate and streamline forecasting

Partner with FP&A manager on process improvements to improve company efficiency

Partner with the BI&A team to assist with data integrity analysis and maintenance in our Tableau work environment

Assist in monthly close variance analysis

Assist in the preparation of reports and presentation material for the Corporate Executive Leadership Team

Perform ad hoc projects for Retail and Corporate executives on an as-needed basis

Qualifications and Education Requirements

Bachelor's Degree required

3+ years of experience in financial planning and analysis

Advanced Excel skills required; Advanced financial modeling experience a plus

Experience with OneStream or Oracle EPBCS and Tableau preferred

Retail, Insurance, or MGA experience a plus

Must be a team player and eager to put in extra effort

Strong quantitative and analytical skills with attention to detail and accuracy

Strong communication, critical thinking, and presentation skills; including the ability to provide written and verbal direction effectively

Well-organized with an ability to manage multiple projects with strict deadlines

Preferred Skills

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Other Duties

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice