Lead Financial Analyst

Liberty Mutual Insurance; Boston (MA); Hybrid; USD 95,000 - 130,000; Full time

Job summary

Liberty Mutual Insurance in Boston is seeking a Lead Financial Analyst to drive monthly reporting, budgeting and forecasting for North America. You will partner with North America Operations and Claims to build expense discipline and deliver timely analyses.

The role emphasizes collaboration across GRS Expense Management, strong Excel, SAP and BI skills, and the ability to translate data into actionable insights for senior management.

Qualifications

• Bachelor's degree in Finance or Accounting required.
• CPA or advanced degree in Accounting, Finance, or Business preferred.
• Minimum of 5 years of finance experience.
• Attention to detail in a fast-paced environment with multiple projects.
• Strong communication across teams to ensure shared goals.
• Comfortable leading meetings and communicating trends to senior management.
• Solid understanding of Finance tools and analytical methods.
• Strong Excel skills; SAP and AnaPlan are advantageous.

Responsibilities

• Partner with senior leadership and stakeholders across North America Operations and Claims.
• Produce complex ad hoc and ongoing financial reports to support decision making.
• Assist in budgeting, monitoring, and problem solving to improve financial plans.
• Create complex management reports and analyses for accuracy and relevance.
• Explain budget processes, identify drivers, and present exhibits to explain budgets.
• Continuously assess value and efficiency of work, implementing improvements.
• Collaborate with budgeting and reporting teams to standardize expense information.

Skills

Financial analysis

Budgeting

Forecasting

Stakeholder partnering

Excel

Microsoft BI

SAP

AnaPlan

Education

Bachelor's degree in Finance or Accounting

CPA or advanced degree in Accounting, Finance, or Business

Tools

Excel

Microsoft BI

SAP

AnaPlan

Job description

DescriptionWhen you enter a finance and accounting position at Liberty Mutual Insurance, you’ll find the same dynamic environment and challenges as within other organizations. Yet you’ll find something more: an opportunity to apply your analytic and technical skills to a company renowned for its integrity and focus on developing its employees’ careers.

Description

When you enter a finance and accounting position at Liberty Mutual Insurance, you’ll find the same dynamic environment and challenges as within other organizations. Yet you’ll find something more: an opportunity to apply your analytic and technical skills to a company renowned for its integrity and focus on developing its employees’ careers.

The GRS Expense Management team is looking for a Lead Financial Analyst with strong financial knowledge and analytic skills. This role will have responsibilities related to monthly reporting and the annual budgeting & forecasting process for North America. A key focus will be collaborating with functional teams within North America, Operations and Claims, to help establish expense discipline while operating in deadline focused, fast-paced environment. As part of the GRS Expense Management team, this role will interact often with the GRS supply functions as well as across the GRS Expense Management organization to enhance reporting capabilities and drive transparency.

Responsibilities

• Business Partner senior leadership and business stakeholders across North America Operations and Claims.
• Responsible for the production of complex ad hoc and on-going financial reports that assist the business in making decisions, effectively communicating trends any outcomes to management
• Helps to develop accurate financial plans by effective budgeting, monitoring, and problem solving
• Produces complex management reports and associated analysis, ensuring accuracy and relevance to the business
• Interacts with management to explain the budget or financial planning process, identify factors impacting expenses or financial trends, highlight opportunities for improvement and create effective exhibits to explain business budgets.
• Continually assesses the business value and efficiency of the work performed, identifying, and implementing improvements.
• Partners across the segment budgeting and reporting teams to implement consistent delivery of expense information and analysis across GRS.

The selected candidate should live within 50 miles of the Boston office and be able to come into the office two times/week. This policy is subject to change.

Qualifications

• Bachelor`s degree (Finance or Accounting) required.
• CPA or advanced degree in Accounting, Finance, or Business preferred.
• Minimum of 5 years of finance experience.
• Must demonstrate attention to detail in a fast-paced work environment and the ability to manage and prioritize multiple projects simultaneously to drive results.
• Communicates well with own team and across organizational boundaries to ensure the successful completion of shared goals.
• Comfortable leading meetings and able to communicate issues and trends to senior management and other groups at the appropriate level of detail.
• Solid understanding of Finance Tools and Analytical Methods.
• Strong Excel skills required - experience with Microsoft BI, SAP and AnaPlan would be advantageous

About Us

Pay Philosophy:

The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.

At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.

We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: https://LMI.co/Benefits

Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.

Fair Chance Notices

• California
• Los Angeles Incorporated
• Los Angeles Unincorporated
• Philadelphia
• San Francisco