Senior FP&A Analyst - USA (Remote)

Oliver James Group; Washington (District of Columbia); Remote; USD 90,000 - 130,000; Full time

Job summary

Symetra is seeking an experienced FP&A professional for a fully remote role, focused on owning planning, forecasting, and financial analysis to support strategic business decisions. You will translate financial data into actionable insights and lead operating expense planning and forecasting.

You will collaborate with senior leaders and the expense operations team, driving reporting, planning systems administration, and month-end processes to ensure accurate financials.

Qualifications

• Bachelor's degree or equivalent experience required.
• Minimum 3+ years of FP&A, finance, analytics, or operations experience; insurance industry preferred.

Responsibilities

• Create meaningful reports and analysis to inform decision making (40%).
• Lead plan and forecasts for operating expenses (30%).
• Administer planning systems, models, and enhancements (20%).
• Perform month-end responsibilities including accruals, allocations, and miscellaneous journal entries (10%).

Skills

Financial storytelling

Stakeholder management

Data analysis

Business partnering

Forecasting

Budgeting

Education

Bachelor's degree

Tools

Anaplan

Excel

Power BI

Tableau

Job description

An exciting opportunity has opened with a leading insurance company for an experienced FP&A professional on a fully remote basis. The role offers the chance to work closely with senior business leaders, taking ownership of planning, forecasting and financial analysis while playing a key role in supporting key strategic business decisions.

You’ll have the opportunity to turn financial data into meaningful insights and lead operating expense planning and forecasting.

Role:

Oversee operating expenses for assigned business areas by leading planning and forecast cycles, developing insightful reporting and analysis, and serving as a key owner of planning systems and models. Ideal candidate will be able to paint a story with data and metrics. This role combines business partnership, financial analysis, and financial systems administration, including the design, maintenance, and enhancement of planning models supporting budgeting, forecasting, and reporting processes.

• Creates meaningful reports and insightful analysis to inform decision making (40%)
• Leads plan and forecasts for operating expenses (30%)
• Planning systems administration, model maintenance, and enhancements (20%)
• Performs month end responsibilities, including accruals, allocations, and miscellaneous journal entries (10%)

Works closely with

• Executive leaders and business unit owners across Symetra (rotation of support areas may be expected)
• Expense operations accounting team

Required Qualifications

• Bachelor's or equivalent experience
• 3+ years of experience in FP&A, finance, business analytics, financial systems or operations, insurance industry preferred

Highly Desired Knowledge / Skills

• Excellent written and verbal communication skills:
  • Tailor communication to the specific audience
  • Demystify numbers to enable business decisions
  • Interpret questions and answers into a digestible format
• Strong ability to build deep relationships with multiple business leaders at various levels of the organization to foster a collaborative environment
• Experience supporting, maintaining, enhancing, or administering financial planning, budgeting, forecasting, or reporting systems - Anaplan model builder experience preferred
• Deep desire to obtain profound understanding of business strategy and value drivers
• Highly developed analytical and problem-solving skills with attention to detail
• Growth mindset with an innate desire and ability to continuously learn and improve
• Adept at innovating to create efficiencies, redefine processes, and advance the team to the next level leveraging AI where applicable
• Proficient with Excel, BI tools (Power BI, Tableau)