Strategic FP&A Analyst – Data-Driven Planning & Insights

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

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.