Planning & Reserving Associate

Safety National; St. Louis (MO); Hybrid; USD 61,000 - 78,000; Full time

Benefits offered by this job

Hybrid work environment

Tuition reimbursement

Wellness perks

Profit sharing

401(k) match

Paid time off

Life insurance

Job summary

Safety National in Saint Louis, MO is seeking a Financial Planning & Analysis Analyst (Planning & Reserving Associate) to support financial planning, analysis, and reserving activities, develop plan exhibits, build projections, and analyze budget versus actual results.

This role offers hands-on experience in the insurance sector, collaboration with experienced team members, and opportunities to strengthen analytical and communication skills in a data-driven environment within a hybrid work

Qualifications

• 1+ years of professional experience
• Basic proficiency in Microsoft Excel
• Foundational analytical skills with the ability to compile and interpret data
• Ability to follow direction, manage tasks, and maintain consistent productivity
• Strong attention to detail and organizational skills
• Effective written and verbal communication skills
• Must be presently authorized to work in the U.S. without sponsorship
• Hybrid work schedule with a minimum of 3 days per week in the St. Louis Corporate Office (1832 Schuetz Rd, Saint Louis, MO)

Responsibilities

• Support financial planning, analysis, and reserving activities
• Develop plan exhibits and compile financial projections
• Analyze budget versus actual results
• Maintain documentation and coordinate plan updates with cross-functional stakeholders

Skills

Analytical skills

Communication

Attention to detail

Task management

Team collaboration

Education

Bachelor's degree in Finance, Accounting, Business, Actuarial Science or related field

Tools

Microsoft Excel

Job description

Company Headquarters
Saint Louis, MO 63146, USA

• Hybrid
• Planning & Reserving, Level 1
• Full-Time
• Requisition #: PLANN002706

Description

At Safety National, we don’t just offer jobs – we build careers with purpose! Since 1942, we’ve been an industry leader, valuing integrity, teamwork, and stability while providing competitive rewards, top-tier benefits, career growth opportunities, and flexible work options that promote balance. With tuition reimbursement, wellness perks, and a strong community impact, we invest in your success—both personally and professionally.

This opportunity is in the Business Intelligence & Planning Department.

The Business Intelligence & Planning Department is dedicated to empowering informed decision-making and driving strategic growth through comprehensive financial planning, data-driven insights, and governance excellence. Our mission is to deliver accurate, timely, and actionable intelligence to all stakeholders around the company by leveraging the strengths of our integrated teams, including Planning & Reserving, Portfolio Management, BI Analysis, BI Data Analysis, Data Quality and Data Governance. Together, we support a culture of data excellence and financial foresight.

Role Description:

As a Financial Planning & Analysis Analyst (internally known as, Planning & Reserving Associate, you will play a key role in supporting financial planning, analysis, and reserving activities that help guide strategic decision-making across the organization. In this role, you will work closely with experienced team members to develop plan exhibits, compile financial projections, and analyze budget versus actual results.

You will contribute to maintaining accurate documentation, coordinating plan updates with cross-functional stakeholders, and assisting in the preparation and validation of actuarial reserve analyses. This is an excellent opportunity to build foundational knowledge of the insurance industry while strengthening your analytical, technical, and communication skills in a collaborative and data-driven environment. Your work will directly support leadership insights and help ensure the integrity and accuracy of financial reporting processes.

Qualifications:

Education:

• Bachelor’s degree in Finance, Accounting, Business, Actuarial Science or a related field is required.

Required Qualifications:

• 1 or more years of professional experience
• Basic proficiency in Microsoft Excel
• Foundational analytical skills with the ability to compile and interpret data
• Ability to follow direction, manage tasks, and maintain consistent productivity
• Strong attention to detail and organizational skills
• Effective written and verbal communication skills
• Must be presently authorized to work in the U.S. without a requirement for work authorization sponsorship by our company for this position now or in the future
• This position allows for a hybrid work schedule which includes a minimum of 3 days per week in our St. Louis Corporate Office, located at 1832 Schuetz Rd. Saint Louis, MO. All employees are required to submit work from home requests and follow our Work From Home policy, which will be provided to all candidates selected to interview.

Preferred Qualifications:

• Exposure to financial planning, budgeting, or actuarial concepts
• Familiarity with insurance industry practices or financial processes
• Experience supporting reporting, forecasting, or data analysis initiatives
• Experience collaborating with cross-functional teams or presenting information to stakeholders

Protect the confidentiality, integrity and availability of information and technology assets against unauthorized disclosure, destruction and/or alteration, in accordance with Safety National policies, standards, and procedures.

Safety National is a leading specialty insurance and reinsurance provider. Our culture is built upon relationships, which allow us to demonstrate our expertise gained through our rich 80-year history. As a wholly-owned subsidiary of Tokio Marine, Inc., we appreciate the benefits and support provided by our affiliation with one of the top 10 insurance companies in the world.

Total Rewards That Put Employees First

In our vision to be First with Co-Workers, compensation that includes base salary, holiday bonus, and incentive awards is only a small portion of the comprehensive total rewards package we offer. Our total rewards approach recognizes and rewards the time, talents, efforts, and results of our valued employees.

• generous health coverage
• dental coverage
• vision coverage
• health savings accounts
• 401(k)-retirement savings match
• annual profit sharing contribution
• family forming benefits for adoption, fertility, and surrogacy
• generous paid time off and paid holidays
• paid parental and caregiver leave
• hybrid work environment
• company-paid life insurance and disability

To support employees in their career journeys, we provide professional growth and development opportunities in addition to employee recognition and well-being programs.

Safety National is committed to fair, transparent pay and we strive to provide competitive, market-based compensation. In our vision to be First with Co-Workers, compensation is only one piece of the comprehensive total rewards package we offer. The target base salary range for this position is $61,000 to $77,500. Compensation for the successful candidate will consider the candidate’s particular combination of knowledge, skills, competencies, experience and geographic location.

#LI-Hybrid

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.