Senior Financial Analyst-Financial Analysis and Planning
Core
Senior Financial Analyst supporting corporate areas with staff planning, expense budgeting, variance reporting, and FP&A tasks.
Role type
Senior Financial Analyst (FP&A)
Builds
Financial budgets, forecasts, and complex financial reports (P&L, balance sheets, cash flow) for internal decision-making.
Domain
Insurance / Financial Planning and Analysis
Required skills
Financial accounting, budgeting and forecasting, financial statement preparation, data analysis and projection, regulatory compliance, project management, business partnering, problem-solving, advanced PC-based business software (spreadsheets, databases), strategic planning
Preferred skills
CPA designation or progress toward CPA (150 credits)
Technologies
Excel, SQL, ERP systems, financial reporting tools
Responsibilities
Review financial statements for accuracy and communicate results; prepare complex financial reports for decision-making; coordinate development of budgets and forecasts; advise management on opportunities for improvement; collaborate with stakeholders on strategic initiatives; perform data projections and impact analysis; recommend and implement procedural changes; analyze financial variances and trends; provide technical advice on financial subjects; lead finance-related projects; respond to finance inquiries and interpret policy guidelines.
Seniority
Senior, hands-on IC with mentorship responsibilities
