FP&A Leader: Expense Planning & Analysis

Church-Mutual-Insurance-Company; Merrill (WI); On-site; USD 107,000 - 160,000; Full time

Job summary

Church Mutual Insurance Company is seeking a Manager – Expense Planning & Analysis to lead enterprise budgeting, forecasting, and workforce planning. You will partner with executives to translate financial data into strategic recommendations and drive continuous improvement through analytics and modern planning technologies.

The role emphasizes building FP&A capabilities, governance, and cross-functional collaboration, with a focus on automation, AI, and responsible use of data to support

Qualifications

• Bachelor’s degree required in finance, accounting, economics, business administration, data analytics, or related field.
• Five+ years of experience in expense management, FP&A, or corporate finance with progressive responsibility.
• Experience leading people, projects, or cross-functional financial processes.

Responsibilities

• Lead budgeting, rolling forecasts, workforce planning, and multi-year financial planning.
• Develop driver-based forecasts and scenario analyses tied to business volumes and initiatives.
• Oversee expense and staffing forecasts including salaries and benefits.
• Monitor forecast accuracy, explain variances, and suggest actions to improve performance.
• Provide financial analyses and clear recommendations to executives and department heads.
• Lead business cases, cost-benefit analyses, and post-implementation reviews.

Skills

Budgeting

Forecasting

Variance analysis

Financial modeling

Management reporting

Executive communication

Education

Bachelor’s degree in finance, accounting, economics, business administration, data analytics, or a related analytical field

Tools

Power BI

Power Query

SQL

Microsoft Fabric

Job description

Church Mutual Insurance Company is seeking a Manager – Expense Planning & Analysis to lead enterprise budgeting, forecasting, and workforce planning. You will partner with executives to translate financial data into strategic recommendations and drive continuous improvement through analytics and modern planning technologies.

The role emphasizes building FP&A capabilities, governance, and cross-functional collaboration, with a focus on automation, AI, and responsible use of data to support