Financial Analysis Manager - Reporting and Analysis (Chicago, IL (Hybrid)

MedStar Health; Chicago (IL); Hybrid; USD 92,000 - 167,000; Full time

Job summary

A leading company is seeking a Manager of Reporting and Analysis for Investment Finance. In this role, you will drive financial reporting insights, manage a team, and collaborate with senior leadership to optimize investment strategies and performance. Ideal candidates will possess strong analytical skills and have a proven background in investment finance.

Qualifications

• 7+ years of experience preferred.
• Strong background in investment portfolio analysis is a plus.

Responsibilities

• Lead analysis and reporting for financial results to senior leadership.
• Manage team members and oversee committee review processes.
• Conduct complex investment portfolio analysis.

Skills

Leadership

Analytical Skills

Verbal Communication

Written Communication

Detail-oriented

Education

4-year Bachelor's Degree

Tools

Power BI

SQL

Workiva

Job description

At Allstate, great things happen when our people work together to protect families and their belongings from life's uncertainties. For more than 90 years, our innovative drive has kept us a step ahead of our customers' evolving needs, from advocating for seat belts, air bags, and graduated driving laws to leading in pricing sophistication, telematics, and device and identity protection.

Job Description

Are you ready to be the driving force behind our Business Unit's success? As the Manager of Reporting and Analysis for Investment Finance, you'll be a key player in transforming financial data into strategic insights that propel our growth and profitability. Your expertise will shape our priorities and plans, ensuring we navigate risks and seize opportunities with confidence.

Key Responsibilities

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:

• You will be the Investment Finance lead for analysis, reporting, and storyline development of monthly and quarterly financial results provided to senior leadership, supporting SEC reporting, quarterly earnings releases, and analyst call preparation.
• You'll work on complex analysis of investment portfolio results, including evaluation and summarization of detailed data to communicate drivers of variances and trends.
• You'll oversee the Investments income statement close analysis, including decision-making, managing timelines, control/monitoring processes (including SOX controls), and other priorities.
• You will lead team members to ensure efficiency and effectiveness, including conflict resolution, upskilling, process improvements, resource procurement, and fostering a supportive environment.
• You'll oversee the committee review process for internally valued investments, coordinating with operations and asset managers.

Key Skills/Capabilities

• Strong leadership, organizational, and time management skills
• Strong analytical skills, investment portfolio analysis a plus
• Effective written and verbal communication
• Detail-oriented and control-focused
• Knowledge of Power BI and SQL; Workiva preferred

Professional Development Opportunities

• Expand your knowledge of Allstate's investment portfolio, contributing roughly $3B of pre-tax income.
• Gain exposure to financial market concepts through collaboration with asset managers.
• Enhance analysis skills through complex, data-driven portfolio reviews.
• Improve your ability to translate portfolio knowledge into executive narratives.
• Manage teams in the US and Allstate Northern Ireland, expanding global leadership skills.
• Broaden your network through collaboration with other teams in One Finance.

Qualifications

• 4-year Bachelor's Degree (preferred)
• 7+ years of experience (preferred)

Additional Information

• This position has supervisory responsibilities.
• Equivalent education and experience may be considered in lieu of formal requirements.

Compensation: $92,560 - $166,465 annually, based on experience and qualifications.

The candidate will be required to undergo a background check. Allstate generally does not sponsor visas. We are committed to equal employment opportunity and prohibit discrimination based on various protected statuses.