Sr. Financial Analyst, Financial Planning & Analysis

TMG Insurance Services, LLC; Iowa; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) retirement plan with company 6%

Hybrid/office options

Wellness incentives

Generous time off

Educational assistance

Job summary

The Mutual Group is seeking a Senior Financial Analyst, FP&A to support planning, forecasting, and performance reporting. You will transform financial and operational data into actionable insights and partner with leaders to drive data-driven decisions.

The role emphasizes strong analytical judgment, financial acumen, and clear communication, with a hybrid/in-office work arrangement for those near the home office in Iowa.

Qualifications

• Bachelor's degree in Finance, Accounting or related field.
• 4+ years in FP&A and data analytics in a P&C insurance or financial services context.
• Advanced Microsoft Excel with financial modeling and complex formulas.
• Experience with data visualization and BI tools like Power BI or Tableau.
• Knowledge of insurance operations and financial data concepts.

Responsibilities

• Collect, validate, reconcile, and analyze financial and operational data from multiple systems.
• Prepare recurring management reports and dashboards with variances and drivers.
• Define reporting requirements with stakeholders and create consistent data definitions.
• Develop and maintain financial models, data sets, queries, reports, and dashboards.
• Automate data preparation and reporting to improve accuracy and speed.
• Support ad hoc analyses and special projects related to premiums, profitability, expenses, and headcount.

Skills

Excel proficiency

Data visualization

Financial analysis

Communication

BI tools experience

Education

Bachelor's degree in Finance or Accounting

Tools

Power BI

Tableau

Workday

Oracle EPM

SAP Analytics

Job description

Department: Finance

Job Description: The Senior Financial Analyst, FP&A (Financial Planning and Analysis) supports The Mutual Group’s (TMG) Member institutions planning, forecasting, management reporting, and decision-making by transforming financial and operational data into accurate, timely, and actionable insights. This role partners with TMG and member business leaders to maintain trusted data, improve analytical processes, develop scalable reporting solutions, and explain the drivers behind performance. The ideal candidate combines strong analytical judgment, financial acumen, technical capability, and clear communication.

Work Arrangement

Employees who live within 30 miles of the TMG home office are expected to follow a hybrid or in-office schedule. The initial training period may require additional in-office days.

Accountabilities

• Financial Data Management (Members and TMG)
  • Collect, validate, reconcile, and analyze financial and operational data from multiple systems to support planning, forecasting, and reporting.
  • Prepare recurring management reports, dashboards, variance analyses, and executive-ready summaries that highlight trends, risks, opportunities, and business drivers.
  • Partner with business stakeholders to define reporting requirements, performance measures, and consistent data definitions.
  • Help develop and maintain financial models, data sets, queries, reports, and dashboards.
  • Automate repeatable data preparation and reporting activities to improve accuracy, speed, control, and scalability.
  • Support ad hoc analyses and special projects related to premiums, profitability, expenses, headcount, and strategic initiatives.
  • Contribute to data transformation efforts, reporting and integration for Member initiatives.
  • Contribute to continuous improvement of FP&A processes, systems, controls, and analytical capabilities.
• Member‑Focused Financial Planning, Analysis & Reporting
  • Analyze actual results against budget, forecast, and prior periods; clearly communicate material variances and underlying business drivers.
  • Support the Member annual financial plan creation process.
  • Assists in financial forecasts and projections on a regular basis throughout the year.
  • Proactively anticipate and analyze financial challenges and opportunities.
  • Prepares reports and presentations for Member and TMG senior management, Board of Directors and other key relationships.
• All other duties as assigned.

Qualifications

• Bachelor's degree in Finance, Accounting or related field, or equivalent combination of training and experience.
• Four (4+) years of financial planning and analysis and data analytics experience with a P&C insurance or financial services company in progressively responsible roles.
• Advanced proficiency in Microsoft Excel, including financial modeling, data validation, pivot tables, and complex formulas.
• Experience with data visualization and business intelligence tools such as Power BI or Tableau.
• Solid knowledge of financial planning and analysis concepts, terminology and techniques.
• Broad knowledge of insurance operations, financial data and Statutory accounting highly desired.
• Exposure to database concepts, data transfer, and data integrity assurance preferred but not required.
• Ability to communicate clearly, concisely with business partners, stakeholders and build relationships.
• Experience with Workday, Oracle EPM, SAP Analytics, Jedox, Anaplan or other planning and management reporting systems preferred.

Pay Range

• Anticipated Hiring Range: $90,000 - $130,000 annual base salary depending on experience, qualifications, and geographic location.
• $99,000 - $150,000 annual base salary depending on experience, qualifications, and geographic location in CA, CT, MA, NJ, NY and PA.

Benefits

• Competitive base salary plus incentive plans for eligible team members
• 401(K) retirement plan that includes a company match of up to 6% of your eligible salary
• Free basic life and AD&D, long-term disability and short-term disability insurance
• Medical, dental and vision plans to meet your unique healthcare needs
• Wellness incentives
• Generous time off program that includes personal, holiday and volunteer paid time off
• Flexible work schedules and hybrid/remote options for eligible positions
• Educational assistance

Bot‑Filtering Mechanism

The Mutual Group uses a bot‑filtering mechanism as part of its recruiting and hiring process. As a result, automated job applications or submissions may be rejected.

Equal Opportunity Employer

The Mutual Group is an Equal Opportunity Employer. It is our policy to recruit, hire, train and promote individuals in all job classifications without regard to race, color, religion, sex, national origin, age, veteran status, disability, sexual orientation, gender identity or any other characteristic protected by law.

Know Your Rights: Workplace Discrimination is Illegal

Your Rights Under USERRA Applicants requiring a reasonable accommodation due to a disability at any stage of the employment application process should contact [e-mail].

Employment Verification

The Mutual Group participates in the E-Verify program and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. You are protected from employment discrimination based on your citizenship status and national origin. All offers of employment are contingent upon the successful completion of a background check.