Divisional Senior Financial Analyst

Alliant Insurance Services; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

Colonial Group is seeking an experienced FP&A professional to provide analytical support to operating group leadership and drive budgeting, forecasting, and performance analysis. The role focuses on designing reports, building financial models, and partnering with IT to ensure data integrity.

You will lead forecasting, create planning templates, and identify opportunities for process improvements to boost efficiency and decision quality across the organization.

Qualifications

• Bachelor's degree in accounting/finance/economics or related field.
• 5+ years of FP&A experience.
• Graduate degree or professional certification preferred.
• CPA or CFP certification highly regarded.

Responsibilities

• Provides analytical support to operating group leadership and acts as a liaison between departments.
• Analyzes and interprets financial results and articulates the narrative behind the numbers to management.
• Designs and prepares ad hoc and standard management reporting.
• Proactively seeks opportunities to provide insightful reports to management.
• Independently constructs moderate to complex financial models to analyze initiatives.
• Leads the forecasting and budgeting processes.
• Creates and maintains planning templates and reports; helps construct revenue and expense plans.
• Identifies patterns and outliers and provides insight into data meanings.
• Partners with IT to develop and maintain financial systems integrity.
• Identifies areas for process improvement and implements methods to reduce errors.
• Performs all duties in accordance with company policies and laws.
• Performs other duties as assigned.

Skills

Communication skills

Presentation skills

Time management

Analytical thinking

Teamwork

Education

Bachelor's Degree in Accounting/Finance/Economics or Mathematics

Graduate degree or professional certification

CPA

CFP Certification

Tools

Excel

Access

Financial modeling software

Job description

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 analyzes 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

EDUCATION/EXPERIENCE

• Bachelor's Degree in Accounting, Finance, Economics or Mathematicsor related field or equivalent combination of education and experience
• Five (5) or more yearsrelated 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