Divisional Senior Financial Analyst

Alliant Insurance Services; Irvine (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Alliant Insurance Services is seeking an experienced FP&A professional to provide analytical support to operating group leadership. You will drive management reporting, financial modeling, forecasting, budgeting and process improvement to strengthen decision-making.

The role requires strong Excel skills, data diligence, and the ability to partner with IT and other departments to ensure data integrity across financial systems and reporting templates.

Qualifications

• Bachelor's degree in accounting, finance, economics or math.
• 5+ years in FP&A or related financial planning roles.
• Graduate degree or professional FP&A certification preferred.
• CPA or CFP credentials highly valued.

Responsibilities

• Provides broad analytical support to assigned departments and acts as a liaison between departments.
• Analyzes and interprets financial results, comparing actual performance to prior periods, budgets, and forecasts; then clearly articulates to management the narrative behind the numbers.
• Designs and prepares ad hoc and standard management reporting.
• Proactively seeks opportunities to provide increasingly insightful reports to management.
• Independently constructs moderate to complex financial models to analyze the impact of current and proposed company initiatives.
• Leads the forecasting and budgeting processes.
• Creates and maintains planning templates and reports, helps to construct revenue and expense plans, identifies and analyzes variances, challenges and redirects business assumptions as needed.
• Organizes and analyses large quantities of data and performs data reconciliations to ensure accuracy of work products.
• Identifies and interprets patterns and outliers in the data set and provides insight into the meaning of the data.
• Partners with IT to develop and maintain integrity of financial systems used for analysis.
• Proactively identifies areas for process improvement and implements methods to reduce error rates and maximize productivity and efficiency.
• Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
• Performs other duties as assigned.

Skills

Financial analysis

Forecasting & budgeting

Advanced Excel

Communication

Cross-functional collaboration

Education

Bachelor's degree in Accounting, Finance, Economics or Mathematics

Graduate degree or professional certification

Certified Corporate FP&A Professional

CPA

CFP Board

Tools

Microsoft Office

Excel

Access

Job description

SMS is part of the Alliant family of companies. SMS is a full-service insurance marketing organization (IMO) dedicated to helping independent insurance agents leverage time, make more money, and put their business in a position of distinction. With products and agents in all 50 states, SMS offers the industry's most complete IMO experience. We support every facet of an agent's business, from our comprehensive senior product portfolio to our technology, services, and marketing programs.

SUMMARY

Responsible for providing analytical support to operating group leadership and team. Key responsibilities include management reporting and analysis, financial modeling, forecasting, budgeting, and process improvement.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provides broad analytical support to assigned departments and acts as a liaison between departments.
• Analyzes and interprets financial results, comparing actual performance to prior periods, budgets, and forecasts; then clearly articulates to management the narrative behind the numbers.
• Designs and prepares ad hoc and standard management reporting.
• Proactively seeks opportunities to provide increasingly insightful reports to management.
• Independently constructs moderate to complex financial models to analyze the impact of current and proposed company initiatives.
• Leads the forecasting and budgeting processes.
• Creates and maintains planning templates and reports, helps to construct revenue and expense plans, identifies and analyzes variances, challenges and redirects business assumptions as needed.
• Organizes and analyses large quantities of data and performs data reconciliations to ensure accuracy of work products.
• Identifies and interprets patterns and outliers in the data set and provides insight into the meaning of the data.
• Partners with IT to develop and maintain integrity of financial systems used for analysis.
• Proactively identifies areas for process improvement and implements methods to reduce error rates and maximize productivity and efficiency.
• Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
• Performs other duties as assigned.

QUALIFICATIONS

• Bachelor's Degree in Accounting, Finance, Economics or Mathematics or related field or equivalent combination of education and experience
• Five (5) or more years related work experience; specifically in a FP&A role
• Strong understanding of financial computer systems and data systems
• Graduate degree or professional certification
• Certified Corporate FP&A Professional
• Certified Public Accountant (CPA)
• Certified Financial Planner-CFP Board

SKILLS

• Excellent verbal and written communication skills, polished presentation skills
• Proficient in Microsoft Office products, with advanced Excel skills and familiarity with Access
• Strong planning, organizational, and time management skills
• Strong ability to interpret and analyze financial statements
• Strong mathematical ability
• Ability to prioritize multiple concurrent assignments and complete work by required due dates
• Ability to interact professionally with employees across all levels of organization
• Technical understanding of data structure, data mining and reporting processes
• Highly proactive; actively seeks opportunities for process improvement
• Works independently with minimal supervision and as a member of a team

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [e-mail]

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits