Senior FP&A Analyst - Hybrid Finance & Forecasting

TMG Insurance Services, LLC; Iowa; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) retirement plan with company 6%

Hybrid/office options

Wellness incentives

Generous time off

Educational assistance

Job summary

The Mutual Group is seeking a Senior Financial Analyst, FP&A to support planning, forecasting, and performance reporting. You will transform financial and operational data into actionable insights and partner with leaders to drive data-driven decisions.

The role emphasizes strong analytical judgment, financial acumen, and clear communication, with a hybrid/in-office work arrangement for those near the home office in Iowa.

Qualifications

• Bachelor's degree in Finance, Accounting or related field.
• 4+ years in FP&A and data analytics in a P&C insurance or financial services context.
• Advanced Microsoft Excel with financial modeling and complex formulas.
• Experience with data visualization and BI tools like Power BI or Tableau.
• Knowledge of insurance operations and financial data concepts.

Responsibilities

• Collect, validate, reconcile, and analyze financial and operational data from multiple systems.
• Prepare recurring management reports and dashboards with variances and drivers.
• Define reporting requirements with stakeholders and create consistent data definitions.
• Develop and maintain financial models, data sets, queries, reports, and dashboards.
• Automate data preparation and reporting to improve accuracy and speed.
• Support ad hoc analyses and special projects related to premiums, profitability, expenses, and headcount.

Skills

Excel proficiency

Data visualization

Financial analysis

Communication

BI tools experience

Education

Bachelor's degree in Finance or Accounting

Tools

Power BI

Tableau

Workday

Oracle EPM

SAP Analytics

Job description

The Mutual Group is seeking a Senior Financial Analyst, FP&A to support planning, forecasting, and performance reporting. You will transform financial and operational data into actionable insights and partner with leaders to drive data-driven decisions.

The role emphasizes strong analytical judgment, financial acumen, and clear communication, with a hybrid/in-office work arrangement for those near the home office in Iowa.