Senior FP&A Analyst — Hybrid, Data‑Driven Growth

Banner Life family of companies

Frederick (MD)

Hybrid

USD 93,200 - 128,075

Full time

14 days+

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Benefits offered by this job

Health insurance
401K with company match
Pension plan
Paid holidays

Job summary

Banner Life Insurance Company, a Banner Life family of companies, is seeking a Finance Analyst for a hybrid role in Frederick, MD. You will participate in monthly/quarterly forecasting, support FP&A, and develop analyses related to IFRS, capital, and expenses.

You will set KPIs, collaborate with department heads on staffing models, and identify opportunities to improve financial performance. The role emphasizes dashboard creation, data interpretation, and communication of trends to senior

Qualifications

  • BS in Accounting or related field with emphasis in Accounting.
  • MBA or advanced degree or CPA preferred
  • 4–6 years progressive accounting experience
  • Public accounting experience 2–5 years preferred
  • Knowledge of GAAP and Statutory Accounting Principles
  • Financial analysis experience preferred

Responsibilities

  • Participates in the monthly/quarterly forecasting process for the corporation with a focus on creation of value-added commentary.
  • Assists the Supervisor, FP&A, in managing the strategic and financial planning process.
  • Develops and prepares financial analysis and reporting as needed as it relates to our IFRS, Capital and expense results.
  • Sets and tracks KPIs and objectives.
  • Works with department heads to develop a staffing model to analyze current and future staffing levels.
  • Help recommend strategies for increasing financial performance.
  • Conducts and leads special projects and ad hoc requests for Finance leadership and the corporation's Management Group.
  • Assists with researching FP&A best practices; develops subject matter expertise in multiple FP&A areas.
  • Assists in supporting development and assessment of projects including budget capacity/affordability; performs benefit realization analyses.
  • Assists the Finance Data Warehouse Analyst in automation of reports and processes.
  • Interprets large data sets and communicates trends; ensures data is gathered and verified.
  • Designs analyses in dashboard format for senior management.
  • Conducts other activities as assigned by management.

Skills

Analytical thinking
Problem solving
Organization
Communication
Independence
Flexibility

Education

BS Accounting
MBA
CPA

Tools

Power BI
SQL
Excel

Job description

Banner Life Insurance Company, a Banner Life family of companies, is seeking a Finance Analyst for a hybrid role in Frederick, MD. You will participate in monthly/quarterly forecasting, support FP&A, and develop analyses related to IFRS, capital, and expenses.

You will set KPIs, collaborate with department heads on staffing models, and identify opportunities to improve financial performance. The role emphasizes dashboard creation, data interpretation, and communication of trends to senior

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