Senior FP&A Analyst: Planning, Forecasting & Systems

Symetra; United States; Hybrid; USD 87,900 - 146,500; Full time

Benefits offered by this job

Flexible full-time or hybrid telecommu

401(k) with immediate vesting and 6%

Paid time away including vacation and

Company matching

Job summary

Symetra is seeking a Sr. Financial Analyst to oversee operating expenses and lead planning cycles across assigned business areas.

You will craft insightful reports, partner with business leaders, and own planning models that support budgeting, forecasting, and reporting. The role blends financial analysis with systems administration, requiring strong storytelling with data, proficiency in Excel and BI tools, and experience with planning platforms such as Anaplan.

Qualifications

• Bachelor's degree or equivalent experience in a relevant field.
• 3+ years of FP&A, finance, analytics, or similar experience.
• Experience with financial planning, budgeting, forecasting, or reporting systems; Anaplan preferred.
• Strong written and verbal communication skills.
• Ability to build relationships with stakeholders across the organization.

Responsibilities

• Creates meaningful reports and insightful analysis to inform decision making.
• Leads plan and forecasts for operating expenses.
• Planning systems administration, model maintenance, and enhancements.
• Performs month end responsibilities, including accruals, allocations, and miscellaneous journal entries.

Skills

Excellent communication

Relationship building

Excel

Power BI

Tableau

Analytical thinking

Adaptability

Education

Bachelor's degree or equivalent experience

Tools

Anaplan

Job description

Symetra is seeking a Sr. Financial Analyst to oversee operating expenses and lead planning cycles across assigned business areas.

You will craft insightful reports, partner with business leaders, and own planning models that support budgeting, forecasting, and reporting. The role blends financial analysis with systems administration, requiring strong storytelling with data, proficiency in Excel and BI tools, and experience with planning platforms such as Anaplan.