Job Description
As the Senior Financial Analyst, FP&A (Financial Planning and Analysis), you will play a key role in supporting The Mutual Group (TMG) and its member institutions through comprehensive financial planning, budgeting, forecasting, and analysis. You will actively participate in strategic financial discussions, delivering insights that drive decision-making and help define key performance indicators to assess the financial health of both TMG and its members.
In this role, you will be responsible for preparing financial plans and analytical reports that align with organizational strategy. You will also provide consolidated financial analysis across TMG and its member institutions, ensuring consistency, accuracy, and strategic alignment in all financial reporting.
Accountabilities:
- Develop financial analysis, forecasting and business intelligence efforts to ensure efficient financial operations. Prepares consolidated analysis results and makes recommendations for effective financial planning, management and efficient expense management.
- Support the annual financial plan creation process. Assists in financial reforecasts and projections on a regular basis throughout the year.
- Anticipate and analyze financial challenges and opportunities before the business impact is critical.
- Ensure appropriate allocations between divisions and across product lines, including expense allocations, analysis and by-line financials, in coordination with Data Hub.
- Support functional expense analysis (Example: Claims, Finance, Legal, etc.). Works with leaders to understand and develop budgets and provides monthly expense analysis throughout the year.
- Partner with the business to proactively identify and drive improvements in performance and expense management. Positively impacts key financial measures and overall corporate results.
- Gather and analyses qualitative and quantitative information impacting effective financial performance and efficiencies. Provides and supports appropriate financial benchmarking comparisons for competitive analysis and expense improvement efforts.
- Prepares reports and presentations for senior management, Board of Directors, member institutions and other key relationships.
- All other duties as assigned.
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics or related field, or equivalent combination of training and experience.
- Four (4+) years of financial planning and analysis experience with a financial service company or consulting company in progressively responsible roles.
- Solid knowledge of financial planning and analysis concepts, terminology and techniques.
- Proficiency with Microsoft applications including PowerPoint, Excel.
- Ability to communicate clearly, concisely with business partners, stakeholders and build relationships.
- Broad knowledge of insurance operations, financial data, GAAP requirements and general regulatory requirements highly desired.
- Experience with Workday, planning or other management reporting systems preferred.
Benefits:
We are proud to offer a robust benefits suite that includes:
- 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
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Job Tags
Full time, Temporary work, Remote work, Flexible hours,