Sr Financial Analyst

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 has an exciting opportunity to join our growing team as a Sr. Financial Analyst!

About the role

As a Sr. Financial Analyst you will 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.

What you will do

• 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.

What we offer you

We don't take a "one-size-fits-all" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.

• Flexible full-time or hybrid telecommuting arrangements
• Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
• Paid time away including vacation and sick time, flex days and ten paid holidays
• Give back to your community and double your impact through our company matching
• Want more details? Check out our Symetra Benefits Overview

Compensation

Hourly Range: $87,900 - $146,500 plus eligibility for annual bonus programs

Who you are

• Bachelor's or equivalent experience.
• 3+ years of experience in FP&A, finance, business analytics, financial systems or operations, insurance industry preferred.
• 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
• Discern when an email/phone call/IM/meeting is most appropriate
• 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.
• Effectively manage stressful situations and changing priorities.
• Proficient with Excel, BI tools (Power BI, Tableau).
• High school diploma required.

Work Authorization

Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company.

Remote Network Minimum Requirements

• Minimum Internet Speed: 100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband."
• Internet Type: Fiber, Cable (e.g., Comcast, Spectrum), or DSL.
• Not Permissible: Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up.

Identity Verification

Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity.

• Disqualification from the recruitment process
• Withdrawal of a job offer
• Termination of employment and other criminal and/or civil remedies, if fraud is discovered