Senior Financial Planning Analyst

Markel; Richmond (VA); Hybrid; USD 80,000 - 110,000; Full time

Job summary

Markel seeks a Senior Financial Planning Analyst to contribute to financial planning and analysis, providing insights and solutions. This hybrid role in Richmond, VA includes developing financial models, reporting, and mentoring new analysts. Ideal candidates should have strong analytical and communication skills along with a Bachelor's degree in finance.

Benefits

Health, dental, and vision insurance options

401(k) with employer match contributions

PTO, corporate holidays, and parental leave

Qualifications

• 4 - 6 years of related experiences or applicable internships.
• Understanding of financial processes and systems.
• Ability to assess needs, identify issues, recommend alternatives and implement change.

Responsibilities

• Develops and maintains financial models and tools for analysis.
• Analyzes and presents insights on competitor and industry analysis.
• Mentors and coaches other analysts.

Skills

Analytical thinking

Communication

Excel skills

Customer service

Multi-tasking

Education

Bachelor’s degree in finance or related discipline

MBA or MBA pursuit

Job description

Join to apply for the Senior Financial Planning Analyst role at Markel

Join to apply for the Senior Financial Planning Analyst role at Markel

Get AI-powered advice on this job and more exclusive features.

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it.

The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! This role participates in a broad range of financial planning and analysis activities to provide valuable insights, solutions and services to our internal customers. These include, but are not limited to, financial modeling, the development and generation of insightful financial analyses, reporting, the annual budget/quarterly forecast process and ad hoc initiatives. This associate must be an analytical thinker with strong communication skills.

Additionally, this role will assist in mentoring and coaching new analysts.

Job Location: Hybrid work arrangement based in Richmond, VA

Job Responsibilities

• Develops and maintains models and tools to support effective and efficient analysis
• Provide decision support through valued added analysis and financial insights
• Work with multiple internal teams to gain a deeper understanding of financial data, to confirm assumptions, and validate output of analyses
• Supports the organization in opportunity identification, data-based decision-making and performance assessment
• Analyzes and presents insights on competitor and industry analysis workflows
• Participates in identifying and leveraging new tools to improve data analysis
• Produce clear reports that summarize financial output, issues and recommendations
• Supports reporting needs of the broader organization to provide increased visibility of financial performance
• Identifies, recommends and implements continuous process improvement
• Documents standard processes and process flows
• Supports the compilation and analysis of the annual budget and quarterly forecast
• Participate in ad hoc initiatives as they arise
• Travel to other Markel offices, conferences, etc. as required
• Mentors and coaches other analysts

Education

• Bachelor’s degree in finance or a related discipline
• MBA or MBA pursuit a plus

Certification

• CPCU or other industry designations a plus

Work Experience/Skill Set

• 4 - 6 years of related experiences or applicable internships
• Understanding of financial processes and systems
• Financial consulting and analysis skills - ability to assess needs, identify issues, recommend alternatives and implement change
• Strong verbal and written communication skills
• Must have strong Excel and data manipulation skills
• Ability to deliver outstanding customer service
• Organized with ability to multi-task
• Adaptable and comfortable with fast pace and shifting priorities

The job title and base salary offered for the successful candidate will be based on compensable factors such as job-relevant education, job-relevant experience, training, licensure, demonstrated competencies, geographic location, and other factors.

#LI-Hybrid

US Work Authorization

US Work Authorization required. Markel does not provide visa sponsorship for this position, now or in the future.

Who we are:

Markel Group (NYSE – MKL) a fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world.

We’re all about people | We win together | We strive for better

We enjoy the everyday | We think further

What’s in it for you:

In keeping with the values of the Markel Style, we strive to support our employees in living their lives to the fullest at home and at work.

• We offer competitive benefit programs that help meet our diverse and changing environment as well as support our employees’ needs at all stages of life.
• All full-time employees have the option to select from multiple health, dental and vision insurance plan options and optional life, disability, and AD&D insurance.
• We also offer a 401(k) with employer match contributions, an Employee Stock Purchase Plan, PTO, corporate holidays and floating holidays, parental leave.

Are you ready to play your part?

Choose ‘Apply Now’ to fill out our short application, so that we can find out more about you.

Caution: Employment scams

Markel is aware of employment-related scams where scammers will impersonate recruiters by sending fake job offers to those actively seeking employment in order to steal personal information. Frequently, the scammer will reach out to individuals who have posted their resume online. These "job offers" include convincing offer letters and frequently ask for confidential personal information. Therefore, for your safety, please note that:

• All legitimate job postings with Markel will be posted on Markel Careers. No other URL should be trusted for job postings.
• All legitimate communications with Markel recruiters will come from Markel.com email addresses.

We would also ask that you please report any job employment scams related to Markel to [e-mail].

Markel is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of any protected characteristic. This includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law.

Should you require any accommodation through the application process, please send an e-mail to the [e-mail].

No agencies please.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Insurance

Referrals increase your chances of interviewing at Markel by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Get notified about new Financial Planning Analyst jobs in Richmond, VA.

Sr. Financial Analyst, School of Medicine / Radiation Oncology

Richmond, VA
$50,100.00
-
$90,000.00
1 month ago

Richmond, VA
$55,000.00
-
$80,000.00
4 months ago

Director, Finance- Enterprise Product and Experience

Richmond, VA
$85,000.00
-
$93,000.00
2 weeks ago

Government and Public Sector - Business Analyst

Richmond, VA
$96,300.00
-
$176,500.00
1 day ago

Business Analyst 3 - IN PERSON IVs ONLY!

Business Analyst, Implementation (Early Career)

Need Business Analyst 4- Local to Richmond, VA

Business Analyst - Clinical Insights and Operations

Need Business Analyst 4 - Local to Richmond, VA

Need Business Analyst - Local to Richmond, VA

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.