Sr. Financial Planning Analyst

Role Overview

The Senior Financial Planning Analyst will be responsible for managing the annual planning process, including production and execution of monthly forecasts, and providing financial analyses in support of initiatives.

What You Will Do

The role involves monitoring financial systems, procedures, and controls for accuracy, analyzing expense accruals, and preparing financial statement journal entries and management reports.

Why It Might Be a Fit

The ideal candidate will have a strong customer orientation, excellent communication skills, and the ability to work effectively with internal and external business partners.

Requirements

• Bachelor’s degree with emphasis in Business, Finance or Accounting
• Eight years related experience and/or training
• Property/Casualty or other Insurance industry experience preferred
• Working knowledge of generally accepted accounting principles
• Ability to be proactive, a self-starter with the ability to manage time effectively
• Strong customer orientation
• Quickly and professionally responds to inquiries
• Strong communication skills to work effectively with internal and external business partners
• Regularly and consistently demonstrates commitment to company values and guiding principles
• Proficient with Microsoft Excel, Word, and Outlook
• Advanced knowledge of Oracle PeopleSoft, Visual Basic and SQL preferred

Benefits

• Base Salary Range: $95,000 – $150,000
• Eligible to participate in annual discretionary bonus
• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Wellness program
• Paid Time Off
• 401(k) plan
• Profit-Sharing plan

Tagged as: Financial Modeling