Financial Analyst II

Barrett Agency - Indiana Farm Bureau Insurance; Indianapolis (IN); On-site; USD 65,000 - 90,000; Full time

Job summary

Barrett Agency - Indiana Farm Bureau Insurance in Indianapolis, IN, is seeking a Financial Planning & Analysis professional to develop the annual budget, forecast financial results, and provide decision-support to leadership. You will collaborate with business leaders, manage expense planning, and ensure consistent budgeting methodologies across the organization.

The role requires 2–5 years of FP&A or related experience, strong Excel skills, and a proven ability to translate data into actionable

Qualifications

• 2–5 years of experience in FP&A, finance, accounting, or related analytical role.
• Ability to prepare and maintain daily, weekly, and monthly reporting for budgeting and forecasting.
• Proven analytic skills to evaluate data and present findings to management.
• Advanced proficiency in Microsoft Excel.
• Strong financial modeling, budgeting, forecasting, and analytical skills.

Responsibilities

• Develops and maintains the annual budget and analyzes monthly variances.
• Develops and maintains financial forecasts and analyzes monthly results.
• Maintains knowledge of reports filed with rating agencies, statistical bureaus, and regulators.
• Partners with business leaders to understand drivers and evaluate financial impact of decisions.
• Assists with expense management, headcount planning, and budget center oversight.
• Conducts ad hoc analyses and decision-support reporting for leadership.
• Maintains documentation and consistency in planning, forecasting, and reporting methodologies.

Skills

Excel proficiency

Financial modeling

Budgeting

Forecasting

Data analysis

Presentation to management

Business partnering

Problem-solving

Decision-support

Communication (written & verbal)

Education

Bachelor's degree or higher

Tools

Microsoft Excel

Job description

Indianapolis, IN

Req ID: FINAN005722

Job Category: Individual Contributor

Job Type: Full-Time

Address: 225 S East St, Indianapolis, IN 46202, USA

Description

Primary Responsibilities

• Develops and maintains the annual budget and analyzes monthly budget-to-actual variances.
• Develops and maintains financial forecasts and analyzes and presents monthly financial results.
• Develops and maintains knowledge of reports filed with rating agencies, statistical bureaus, and regulatory organizations.
• Partners with business leaders to understand operational drivers and evaluate the financial impact of business decisions.
• Assists with expense management, headcount planning, and budget center oversight.
• Conducts ad hoc financial analyses, business case evaluations, and decision-support reporting for leadership.
• Maintains documentation and ensures consistency in planning, forecasting, and reporting methodologies.

Knowledge And Requirements

• 2-5 years of experience in Financial Planning & Analysis, Finance, Accounting, or a related analytical role.
• Ability to prepare and maintain the daily, weekly, and monthly reporting that supports budgeting, forecasting, and financial analysis.
• Proven analytical skills with the ability to evaluate internal company data and present findings to all levels of management.
• Advanced proficiency in Microsoft Excel.
• Strong financial modeling, budgeting, forecasting, and analytical skills.
• Experience analyzing large datasets and translating findings into actionable business insights.
• Strong written and verbal communication skills, including the ability to present financial information to non-financial audiences.
• Demonstrated business partnering, problem-solving, and decision-support skills.

Qualifications

Education

Preferred

• Bachelors or better

Equal Opportunity Employer

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