Senior FP&A Analyst — Strategic Forecasting & Insights

Alliant Insurance Services; Irvine (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Alliant Insurance Services is seeking an experienced FP&A professional to provide analytical support to operating group leadership. You will drive management reporting, financial modeling, forecasting, budgeting and process improvement to strengthen decision-making.

The role requires strong Excel skills, data diligence, and the ability to partner with IT and other departments to ensure data integrity across financial systems and reporting templates.

Qualifications

• Bachelor's degree in accounting, finance, economics or math.
• 5+ years in FP&A or related financial planning roles.
• Graduate degree or professional FP&A certification preferred.
• CPA or CFP credentials highly valued.

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.
• Proactively seeks opportunities to provide increasingly insightful reports to management.
• 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 analyses 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.
• Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
• Performs other duties as assigned.

Skills

Financial analysis

Forecasting & budgeting

Advanced Excel

Communication

Cross-functional collaboration

Education

Bachelor's degree in Accounting, Finance, Economics or Mathematics

Graduate degree or professional certification

Certified Corporate FP&A Professional

CPA

CFP Board

Tools

Microsoft Office

Excel

Access

Job description

Alliant Insurance Services is seeking an experienced FP&A professional to provide analytical support to operating group leadership. You will drive management reporting, financial modeling, forecasting, budgeting and process improvement to strengthen decision-making.

The role requires strong Excel skills, data diligence, and the ability to partner with IT and other departments to ensure data integrity across financial systems and reporting templates.