Financial Planning Analyst

Assurant; United States; Remote; USD 70,000 - 100,000; Full time

Job summary

A leading company in the insurance sector is looking for a qualified CA/CPA Accountant to support financial planning and reporting. The role involves driving financial insights, developing forecasting models, and providing actionable reports across APAC. Ideal candidates will have strong communication skills and experience in managing financial data effectively.

Qualifications

• 5 years of Management Accounting experience, preferably in the Insurance Industry.
• Experience managing forecasts and budgets.
• Proficiency with Business Intelligence and analytics tools.

Responsibilities

• Assist in developing forecasting models and reporting tools.
• Support annual budgeting and quarterly forecasting.
• Develop analytical reporting for informed business decisions.

Skills

Communication

Financial Analysis

Forecasting

Data Management

Business Intelligence Tools

Education

CA/CPA Accountant

Tools

SQL

SAS

Microsoft BI

EPA

Sun Systems

Job description

This role will be responsible for supporting the business on financial planning, understanding business performance and decision making. The role will also support the Finance team producing robust financial reports and forecasts.

This position will be Remote at our India location. But we are looking for the candidates from Bangalore, Chennai & Hyderabad regions only.

What will be my duties and responsibilities in this job?

• Assist in the driving of material enhancement in the efficiency and quality of insights in financial / operational forecasting for the ANZ business
• Assist in the developing of forecasting models and reporting tools using SQL, SAS, Microsoft BI or other similar tools
• Assist in the development of analytical reporting that supports the business to make informed and timely decisions
• Evaluate and implement best in class forecasting and reporting tools and techniques – visualization, analytics, natural language queries
• Assist with the annual budgeting and quarterly forecasting, to facilitate local monthly reporting and analysis into an APAC level report
• Rolling FY reporting, provision of actionable insights highlighting trends, opportunities, potential and coming headwinds, and potential courses of action to Country Heads across APAC
• Assist in the development of financial reporting dashboards, analysis, and presentation of insights and alternative strategies to support business decisioning
• Segment analysis on Assurant clients and customers, variance causation, priorities, and proposal of actions to remedy
• Assisting with preparation of monthly management reporting for Functional heads, expense analysis, overruns, and recommendation of appropriate controls to mitigate
• Assist in the preparation of financial plans and targets and supporting the development of localized planning and strategies to achieve budget
• Work closely with Finance leads to support delivery of Assurant corporate actions such as capital injections and variance analysis

What are the requirements needed for this position?

• Qualified CA/CPA Accountant
• 5 years of Management Accounting experience, preferably in the Insurance Industry
• US GAAP experience
• Strong communication skills with the ability to position messages effectively with Functional Heads, and business stakeholders across APAC
• Able to articulate complex financial information, trends, and reports and communicate in simple terms that inform strategy and business decisions
• Experience in managing forecasts and budgets
• Proficiency with Business Intelligence and analytics tools
• Experienced in managing large amounts of financial data from multiple sources and systems, bringing together in useful insights and dashboards
• Experienced user of Microsoft product suites. Knowledge and use of EPA and Sun Systems preferred
• Ability to communicate and adapt to cultural norms of the local team
• Exceptional honesty, integrity, and alignment to the Assurant values and ways of working

About the company

Assurant, Inc. is a global provider of risk management products and services with headquarters in New York City. Its businesses provide a diverse set of specialty, niche-market insurance products in the property, casualty, extended device protection, and preneed insurance sectors.

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