Senior Strategic Planning Analyst

EMPLOYERS; United States; Remote; USD 70,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Strategic Planning Analyst to contribute to financial planning and analysis. This remote position plays a crucial role in developing budgets, forecasts, and providing analytical support to drive company initiatives. You will work closely with the CFO and Executive Team, utilizing your expertise in financial analysis and forecasting to influence key decisions. This role offers a dynamic work environment where your contributions directly impact the company's growth and profitability. If you're passionate about financial strategy and thrive in a collaborative setting, this opportunity is perfect for you.

Qualifications

• 5+ years of operational, financial, or planning experience required.
• Expert proficiency in MS Excel and knowledge of GAAP principles.

Responsibilities

• Lead preparation of forecasts, annual budget, and capital planning.
• Prepare detailed analyses measuring budget-versus-actual variances.

Skills

Financial Analysis

Forecasting

Budgeting

Analytical Skills

GAAP Knowledge

Communication Skills

Education

Bachelor's Degree in Finance

Bachelor's Degree in Accounting

Bachelor's Degree in Economics

Tools

MS Office (Excel)

Oracle

Hyperion

Workday

Anaplan

IBM Cognos

Tableau

Job description

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Senior Strategic Planning Analyst | 100% Remote Opportunity (WFH)

General Summary

The Senior Strategic Planning Analyst serves as a key player in developing company financial plans and providing analytical support to help drive the company’s initiatives and continued growth. This role supports the CFO & Executive Team as well as our operational business units to provide financial analysis of budgets, forecasts, and results. The position develops and maintains the company’s annual budget and long-term forecasts. This position identifies, analyzes, and communicates across varying levels of the organization the issues that affect EMPLOYERS’ profitability, growth, and productivity.

Essential Duties And Responsibilities

• Leads the preparation of forecasts, annual budget, and capital planning and assists business units with these deliverables and reporting as necessary.
• Prepares detailed analyses measuring budget-versus-actual variances, key business drivers, and company metrics; draws conclusions and presents recommendations on decisions and actions.
• Develops long-term financial forecasts utilizing the Company’s strategic modeling tool, also producing ad-hoc scenario modeling as required.
• Acts as administrator for the company’s accounting, financial reporting, planning, and forecasting tools.
• Works directly with Executive and Senior Management to support various analytic requirements.
• Works with business units and acts as their planning Subject Matter Expert.
• Develops, maintains and enhances the planning, forecasting, and business intelligence tools’ model structures and components, including writing and maintaining reports, to meet the needs of the Company.
• Develops and maintains documentation of corporate processes and procedures, in particular the Company’s planning, forecasting, and reporting tools.
• Provides mentorship to junior team members.
• Provides analytical and tactical support for M&A activity as necessary.
• Supports the Management Reporting unit, as needed.
• Represents Finance in company-wide initiatives and projects.
• Participates in financial system upgrades.
• Researches best practices in the industry, developing and maintaining a corporate library of relevant market and company data.
• Develops and exhibits leadership skills and a well-rounded knowledge of the worker’s compensation industry and EMPLOYERS’ operations.
  
  

Background And Experience Requirements

• A minimum of 5 years operational, financial, or planning experience.
• Expert proficiency with MS Office, in particular Excel.
• Knowledge of GAAP and STAT accounting principles.
• Proficiency in Oracle, Hyperion, Workday, Anaplan or other Enterprise ERP or planning software.
• Preferred, But Not Required
• P&C Insurance industry experience, preferably including workers’ compensation
• IBM Cognos experience a plus
• Tableau experience a plus
  
  

Education

• Must have a bachelor’s degree in Finance, Accounting or Economics.
  
  

Work Environment

• Remote: This role is remote, and only open to candidates currently located in the United States and able to work without sponsorship.
• It requires a suitable space that provides a private and quiet workplace.
• Expected Work Hours: Schedules are set to accommodate the requirements of the position and the needs of the organization and may be adjusted as needed.
• Travel: May be required to travel to off-site location(s) to attend meetings, as necessary
  

Salary Range: $70,000 - $100,000 and a comprehensive benefits package, please follow the link to our benefits page for details! https://www.employers.com/careers/our-benefits-and-perks/

About EMPLOYERS

As a dynamic, fast-growing provider of workers' compensation insurance and services, we are seeking a goal-oriented individual willing to put their ideas to work!

We offer a positive, challenging work environment, combined with an opportunity to build your career as you help us grow our business, in innovative and imaginative ways that are uniquely EMPLOYERS!

Headquartered in Nevada, EMPLOYERS attributes its long-standing success to its most valuable resource, our employees across the United States. EMPLOYERS is known for the quality service and expertise we provide to our clients, and the exemplary work environment we provide for our employees.

We live and breathe our core values: Integrity, Customer Focus, Collaboration, Initiative, Accountability, Innovation, and Personal Fulfillment. These are the pillars that support how we do business with our clients as well as how we treat each other!

At EMPLOYERS, you’ll discover an energetic environment that inspires top achievement. As “America’s small business insurance specialist”, we have the resources, a solid reputation and an expanding nationwide identity to enrich your work/life and enhance your career.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

• Industries

  Insurance

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