Senior FP&A Analyst: Forecasting, Insights & Strategy

Alliant Insurance Services

United States

On-site

USD 90,000 - 130,000

Full time

5 days ago
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Job summary

Alliant Insurance Services is seeking a Senior FP&A professional to provide analytical support to operating group leadership and drive forecasting, budgeting, and reporting across the organization.

You will build complex financial models, coordinate with IT for data integrity, and develop actionable insights. The role emphasizes accuracy, efficiency, and proactive process improvements within a dynamic insurance services environment.

Qualifications

  • Bachelor's Degree in Accounting, Finance, Economics or Mathematics or related field or equivalent combination of education and experience.
  • Five (5) or more years related work experience; specifically in a FP&A role.
  • Strong understanding of financial computer systems and data systems.
  • Graduate degree or professional certification.
  • Certified Corporate FP&A Professional
  • CPA
  • CFP Board

Responsibilities

  • Provides broad analytical support to assigned departments and acts as a liaison between departments.
  • Analyzes and interprets financial results, comparing actual performance to prior periods, budgets, and forecasts; then clearly articulates to management the narrative behind the numbers.
  • Designs and prepares ad hoc and standard management reporting.
  • Independently constructs moderate to complex financial models to analyze the impact of current and proposed company initiatives.
  • Leads the forecasting and budgeting processes.
  • Creates and maintains planning templates and reports, helps to construct revenue and expense plans, identifies and analyzes variances, challenges and redirects business assumptions as needed.
  • Organizes and analyzes large quantities of data and performs data reconciliations to ensure accuracy of work products.
  • Identifies and interprets patterns and outliers in the data set and provides insight into the meaning of the data.
  • Partners with IT to develop and maintain integrity of financial systems used for analysis.
  • Proactively identifies areas for process improvement and implements methods to reduce error rates and maximize productivity and efficiency.

Skills

Communication
Financial analysis
Data interpretation
Time management
Presentation skills

Education

Bachelor's degree in Accounting/Finance/Economics/Math
Graduate degree or professional certification
Certified Corporate FP&A Professional
CPA
CFP Board

Tools

Excel
Access

Job description

Alliant Insurance Services is seeking a Senior FP&A professional to provide analytical support to operating group leadership and drive forecasting, budgeting, and reporting across the organization.

You will build complex financial models, coordinate with IT for data integrity, and develop actionable insights. The role emphasizes accuracy, efficiency, and proactive process improvements within a dynamic insurance services environment.

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