Financial Planning Analyst

Kemper; Chicago (IL); On-site; USD 68,000 - 113,400; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

PTO

401k

Job summary

A leading property and casualty insurance company is seeking a Financial Planning & Analysis Analyst in Chicago. In this role, you will support business leaders by providing insights for data-driven decisions. Ideal candidates possess a Bachelor's degree in finance and have 2+ years of relevant experience. Responsibilities include analyzing financial performance, preparing reports, and supporting planning processes. A strong knowledge of financial statements and excellent problem-solving skills are essential. This position offers a salary range of $68,000-$113,400 and a comprehensive benefits package.

Qualifications

• 2+ years of financial planning and analysis, corporate finance, or accounting experience.
• Knowledge of financial statements and Property & Casualty insurance P&L preferred.
• Strong problem-solving skills and ability to present complex information.

Responsibilities

• Analyze monthly financial performance and claims-related expenses.
• Produce management reports and expense analysis for monthly reviews.
• Support financial planning and forecasting processes.

Skills

Financial analysis

Problem-solving

Attention to detail

Advanced Excel

Communication skills

Education

Bachelor’s degree in finance or related field

Tools

Workday

Adaptive

Tableau

Job description

The Financial Planning & Analysis Analyst is a highly visible role you will support Kemper Property & Casualty Claims business leaders, providing critical insights to enable them to make data-driven decisions. We are looking for a team player with solid knowledge of financial concepts, a problem-solving mindset, attention to details and fact-based communication.

Position Responsibilities

• Provide analysis of monthly financial performance, primarily focusing on claims-related expenses. Interpret financial data and key performance indicators to help leadership understand financial drivers and make decisions.
• Produce management reports and expense analysis for monthly operating reviews.
• Support financial planning and forecasting process.
• Gain thorough understanding of the vendors used by the claims organization and track both usage and spend to analyze key drivers.
• Prepare communications including reports that can be used for executive meetings, upper-level management reports and presentations.
• Aggregate and organize financial data from multiple platforms and systems. Suggest procedural changes to ensure accuracy and effectiveness of models and reports used or produced by the team.
• Develop ad-hoc analyses required by the Claims functions.
• Interact and coordinate with members of the broader Kemper Finance team to address business issues and meet organizational objectives.

Position Qualifications

• 2+ years of financial planning and analysis, corporate finance, or accounting experience.
• Bachelor’s degree in finance, business, accounting, economics, or equivalent.
• Excellent time management skills, ability to prioritize work and deliver on tight deadlines.
• Strong knowledge of financial statements (income statements, balance sheets and cash flows). Knowledge of Property & Casualty insurance P&L preferred.
• Team player with meticulous attention to details motivated to deliver high-quality, accurate work. Fast learner, motivated by new and complex challenges, adept in ambiguity.
• Advanced Excel skills. Ability to present information in a visually appealing and easy-to-understand way.
• Strong problem-solving skills, able to break down complex problems and find solutions.
• Exceptional verbal and written communication skills with the ability to present complex analysis and recommendations clearly.
• Knowledge of insurance concepts and products preferred but not required.
• Knowledge of Workday, Adaptive and Tableau systems preferred but not required.
• Employment sponsorship not offered.
• Relocation not provided.

The range for this position is $68,000-$113,400. When determining candidate offers, we consider experience, skills, education, certifications, and geographic location among other factors. This job is also eligible for our Kemper benefits package (Medical, Dental, Vision, PTO, 401k, etc.).

We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination. Kemper is focused on expanding our Diversity, Equity and Inclusion efforts to align with our vision, mission, and guiding principles. Kemper does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Kemper and Kemper will not be obligated to pay a placement fee.

Kemper will never request personal information, such as your social security number or banking information, via text or email. Additionally, Kemper does not use external messaging applications like WireApp or Skype to communicate with candidates. If you receive such a message, delete it.