Senior FP&A Strategist: Forecasting & Insight Leader

American Empire Surplus Lines Insurance Company; Cincinnati (OH); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Wellness plans

Parental leave

Adoption assistance

Tuition reimbursement

Paid Time Off and holidays

401(k) plan with company match

Employee stock purchase plan

Commuter benefits

Job summary

Great American Insurance Company in Cincinnati, OH, is hiring a Senior Financial Analyst/Specialist to support long-range planning, forecasting, and decision-ready reporting in the Financial Division.

Responsibilities include building complex financial models, leading budgeting, updating forecasts, tracking KPIs, and presenting reports to senior management with actionable insights. The role requires 6+ years in financial analysis, strong Excel skills, and familiarity with AI tools like CoPilot.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Typically 6+ years of experience in Financial Analysis or Accounting.
• Insurance industry experience preferred.
• Professional designation completion or progress preferred, such as CFA or CPA.
• Strong skills in financial modeling, data analysis, and forecasting.
• Advanced proficiency with Excel and financial planning software.
• Familiarity with AI tools; CoPilot preferred.
• Excellent analytical ability to use data to assess situations, identify problems, and develop solutions.
• Strong communication and presentation skills.
• Ability to adapt to evolving business conditions and changing strategic priorities.
• Provide technical advice and support to lower-level positions, management, and other departments.

Responsibilities

• Perform in-depth financial analysis to inform strategic initiatives and business decisions.
• Build, develop, and maintain complex financial models for forecasting future performance and evaluating risks and opportunities.
• Lead long-term financial planning and annual budgeting activities, ensuring alignment with corporate objectives.
• Update forecasts to reflect shifts in business conditions and market trends; reconcile internal accounts as needed.
• Track and analyze KPIs and financial metrics to assess overall company financial health.
• Produce and present detailed financial reports and dashboards for senior management and stakeholders, including actionable insights and recommendations.
• Identify and assess financial risks and develop mitigation strategies to protect financial stability.
• Ensure adherence to industry regulations and internal controls.
• Partner with cross-functional teams to deliver financial insights supporting operational and strategic initiatives.
• Explain complex financial information clearly to varied audiences, including non-financial stakeholders.
• Drive continuous process improvements and apply best practices to enhance efficiency, accuracy, and value creation.
• Perform other duties as assigned.

Skills

Financial modeling

Data analysis

Forecasting

Strong communication

Education

Bachelor's degree in Finance/Accounting/Economics

CFA

CPA

Tools

Excel

Financial planning software

CoPilot

Job description

Great American Insurance Company in Cincinnati, OH, is hiring a Senior Financial Analyst/Specialist to support long-range planning, forecasting, and decision-ready reporting in the Financial Division.

Responsibilities include building complex financial models, leading budgeting, updating forecasts, tracking KPIs, and presenting reports to senior management with actionable insights. The role requires 6+ years in financial analysis, strong Excel skills, and familiarity with AI tools like CoPilot.