Financial Analysis Manager - Chicago, IL (Hybrid)

Allstate Insurance; Chicago (IL); Hybrid; USD 92,000 - 167,000; Full time

Job summary

Join a forward-thinking company as a Financial Analysis Manager, where you'll lead the planning and forecasting of a significant investment portfolio. This hybrid role in Chicago allows you to collaborate with key stakeholders while developing a high-performing team of financial analysts. You'll oversee strategic plans and drive decision-making through compelling data insights. The position offers ample opportunities for professional growth and the chance to make a meaningful impact in the financial landscape. If you're ready to take on a challenge and grow your skills, this is the perfect opportunity for you.

Benefits

Professional Development Opportunities

Opportunities for Internal Growth

Strong Understanding of Investment Analytics

Qualifications

• 7+ years of experience in financial analysis and team leadership.
• Strong modeling and analytical skills with investment portfolio analysis.

Responsibilities

• Lead financial planning and forecasting for investment portfolios.
• Guide and mentor a team of financial analysts to enhance performance.

Skills

Leadership

Analytical Thinking

Financial Analysis

Communication

Strategic Planning

People Management

Business Storytelling

Decision Making

Financial Acumen

Investments

Education

Bachelor's Degree

Tools

Power BI

SQL

Workiva

Job description

Job Description

The Financial Analysis Manager independently leads and directs the daily execution of the planning and forecasting of Allstate's investment portfolio, including related financial analysis and communication of results. This role facilitates business objectives with minimal guidance by proactively identifying potential issues, anticipating their business implications, and recommending effective solutions. Additionally, the manager is responsible for building financial team excellence and developing a high-performing team of data and financial analysts.

This role is hybrid, with Chicago-based in-office requirements to support business objectives and collaborate with key stakeholders.

What you'll be working on:

1. Oversee the preparation of strategic and operating plans, related forecasts, and scenario analyses for Allstate's investment portfolio, leveraging forecast updates to influence and support key management decisions.
2. Assist Business Unit leaders and partners across forecasting, planning, measurement, business case development, capital management, and internal controls.
3. Build and communicate compelling storylines and forward-thinking insights that go beyond just the numbers to help leaders understand results and proactively address challenges and opportunities.
4. Support integrated financial modeling and analysis through planning tools to understand implications on plan reporting data flows.
5. Oversee the creation and maintenance of dynamic financial reports using Power BI or other designated tools, ensuring data accuracy and integrity through robust governance practices.
6. Lead analytical discussions and facilitate the development of analytical models, tools, dashboards, and presentation materials that translate complex data into clear strategic insights for decision-making, maintaining robust governance practices.
7. Guide and mentor financial analysts, fostering an environment of continuous learning, efficient operations, effective conflict resolution, and process/system improvements.

Key Skills/Capabilities:

• Strong leadership, organizational, and time management skills
• Strong modeling and analytical skills, with investment portfolio analysis a plus
• Effective and professional written and verbal communication
• Detail and control oriented
• Power BI and SQL knowledge; Workiva a plus

Professional Development Opportunities:

• Expand your knowledge of Allstate's investment portfolio, which contributes roughly $3B of pre-tax income to the enterprise
• Gain exposure to financial market concepts and understand portfolio actions through collaboration with asset managers
• Enhance analysis skills through complex, data-driven investment portfolio projections and analysis
• Refine your ability to translate portfolio knowledge into strategic plans and executive narratives
• Broaden your peer network through collaboration within One Finance

Qualifications:

Education: 4-year Bachelor's Degree (Preferred)

Experience: 7+ years of experience (Preferred)

Supervisory Responsibilities:

This position includes supervisory duties, including building and leading a team of financial and data analysts.

In Lieu of Education & Experience:

An equivalent combination of education and experience may be considered.

Career Benefits:

• Develop a strong understanding of investment analytics and financial markets
• Lead initiatives to optimize organizational data usage and influence strategy
• Opportunities for internal growth and advancement within the company

#LI-KV1

Skills:

Analytical Thinking, Business Storytelling, Communication, Decision Making, Financial Acumen, Financial Analysis, Investments, Leadership, People Management, Strategic Planning, Team Leadership

Compensation:

Salary range $92,560 - $166,465 annually, based on experience and qualifications.

The candidate will be required to submit to a background investigation.

Joining our team is an opportunity to challenge yourself, grow your skills, and make an impact. We value connection, belonging, and diversity, and empower everyone to lead, drive change, and give back.

Additional Information: Allstate generally does not sponsor employment-based visas. We adhere to fair employment practices and non-discrimination policies, respecting all employees and applicants regardless of background or status.