Sr. Financial Planning Analyst

W. R. Berkley; Glen Allen (MO); On-site; USD 95,000 - 150,000; Full time

Benefits offered by this job

Annual bonus

Health benefits

401(k)

Profit sharing

Paid time off

Wellness program

Job summary

Berkley Mid-Atlantic Group seeks a Senior Financial Planning Analyst to lead the annual planning cycle and monthly forecasts. You will prepare variance analyses and management reports, supporting initiatives with financial insight.

Responsibilities include monitoring systems and controls, developing KPIs, dashboards and scorecards, and aiding SOX documentation. A proactive, detail‑oriented professional with strong communication is ideal.

Qualifications

• Bachelor's degree in Business, Finance or Accounting or equivalent experience.
• Knowledge of GAAP; Insurance industry experience preferred.
• Proactive, self-starter with time management.
• Strong customer orientation and communication skills.
• Proficient with Excel, Word and Outlook; Oracle PeopleSoft, Visual Basic and SQL preferred.

Responsibilities

• Manage annual planning process and monthly forecasts.
• Prepare variance analyses and management reports.
• Develop KPIs, dashboards and scorecards.
• Support SOX documentation and controls.
• Continuous improvement leveraging data warehouses.
• Perform other duties as assigned.

Skills

Proactive

Time management

Strong communication

Customer orientation

Education

Bachelor's degree in Business/Finance/Accounting

Tools

Oracle PeopleSoft

Visual Basic

SQL

Excel

Word

Outlook

Job description

Company Details

Berkley Mid-Atlantic Group (BMAG) is a property and casualty insurance provider serving the Mid-Atlantic. We are a member of W. R. Berkley Corporation, one of the largest commercial lines property and casualty insurance holding companies in the United States. With the resources of a large Fortune 500® corporation and the ability to operate with the closeness and flexibility of a small company, we exclusively work with select independent agents to insure the future of business.

Our culture is one that empowers employees to question the status quo and seek innovative ways to continue to exceed the expectations of our customers. We practice collaboration, creativity, and teamwork on a daily basis, with a commitment to innovation and high performance.

Company URL:https://www.wrbmag.com/

The company is an equal opportunity employer.

Responsibilities

The Senior Financial Planning Analyst will be responsible for the management of the annual planning process, including production and executing of monthly forecasts. Preparation of various analytic schedules for variance from plan and/or forecast. Providing financial analyses in support of initiatives.

• Monitors financial systems, procedures, and controls for accuracy, analyzes sufficiency of expense accruals and prepares monthly, quarterly, and annual financial statement journal entries and management reports.
• Prepares monthly and quarterly calculations and monitors significant financial statement items such as reinsurance, expenses (DAC, commission, etc.), and losses.
• Assists in the preparation of annual financial planning forecasts and other related planning inputs and exhibits. Provides modeling assistance to determine the impact of potential scenarios and plans.
• Prepares financial analyses and assists with special projects supporting operating units or corporate initiatives (accounting, systems, etc.)
• Assists in the preparation of monthly and quarterly management reporting on actual vs. plan results, providing variance analysis.
• Provide assistance with financial control (SOX) documentation, processes and procedures.
• Development of Key Performance Indicators, Dashboards and Scorecards
• Continuous Improvement and enhanced efficiencies leveraging technology and data warehouses.
• Performs other related duties as assigned by management.

Qualifications

• Bachelor's degree with emphasis in Business, Finance or Accounting; or eight years related experience and/or training; or equivalent combination of education and experience.
• Property/Casualty or other Insurance industry experience preferred.
• Working knowledge of generally accepted accounting principles
• Ability to be proactive, a self-starter with the ability to manage time effectively.
• Possess strong customer orientation.
• Quickly and professionally responds to inquiries.
• Strong communication skills to work effectively with internal and external business partners.
• Regularly and consistently demonstrates commitment to company values and guiding principles.
• Proficient with Microsoft Excel, Word, and Outlook
• Advanced knowledge of Oracle PeopleSoft, Visual Basic and SQL preferred.
• Managerial level will be commensurate with candidates’ experience.

Additional Company Details

We do not accept any unsolicited resumes from external recruiting agencies or firms.

The company offers a competitive compensation plan and robust benefits package for full-time regular employees which for this role include:

• Base Salary Range: $95,000 – $150,000
• Eligible to participate in annual discretionary bonus.
• Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit-Sharing plans.

The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.

Sponsorship Details

Sponsorship not Offered for this Role