Sr Financial Analyst

Symetra Financial Corporation; United States; Hybrid; USD 88,000 - 147,000; Full time

Benefits offered by this job

Flexible work setup

401(k) with company match up to 6%

Paid time off + holidays

Company matching gifts

Job summary

Symetra Financial Corporation is seeking a Senior Financial Analyst to oversee operating expenses, lead planning and forecast cycles, and manage planning models for budgeting, forecasting, and reporting. This role blends business partnership with financial analysis and systems administration.

Responsibilities include creating meaningful reports, leading plans and forecasts, maintaining planning systems, and performing month-end close activities.

Qualifications

• Bachelor's degree or equivalent experience.
• 3+ years of FP&A/finance experience, analytics, or related roles; insurance industry preferred.
• Proficient with Excel and BI tools (Power BI, Tableau).
• Anaplan model builder experience preferred.

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

Communication skills

Relationship building

Excel

Power BI

Tableau

Anaplan

Education

Bachelor's or equivalent experience

Tools

Power BI

Tableau

Anaplan

Job description

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.

Why work at Symetra

\"I feel welcome and included at Symetra every day and I really believe you can be you at Symetra.\" - Megan H., Deputy Chief Compliance Officer

\"I am grateful to be here and I know how blessed I am to work for a company that truly cares about me as a person\". - Nancy R., Sr. Investment Fund Analyst

What we offer you

• 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.

We empower inclusion

At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute.

Inclusion is about recognizing our assumptions, considering multiple perspective, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here.

Creating a world where more people have access to financial freedom

Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products--and operate our company--to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom.

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

As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection:

• 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.
• Failure to comply with verification procedures may result:
  • Disqualification from the recruitment process
  • Withdrawal of a job offer
  • Termination of employment and other criminal and/or civil remedies, if fraud is discovered

For more information about our careers visit: https://symetra.eightfold.ai/careers