What are the responsibilities and job description for the Planning & Expense Management Consultant I- (HYBRID in CHICAGO) position at Allstate Insurance?
At Allstate, great things happen when our people work together to protect families and their belongings from life's uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers' evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.
Job Description
Join a collaborative, high-performing team where your analytical expertise helps drive smarter business decisions. We're seeking a detail-oriented and tech-savvy Financial Analyst to support expense planning, forecasting, reporting, and analysis for our Marketing organization. This is an excellent opportunity for someone who enjoys working with data, leveraging technology and AI to improve processes, and partnering with business leaders to influence decision-making.One of the greatest strengths of this team is its stability and culture. The core team has worked together for many years, creating an environment built on collaboration, knowledge-sharing, and mutual support. Team members are encouraged to learn new skills, contribute ideas, and take on new challenges while working alongside experienced professionals who are invested in each other's success.
What You'll Do
- Prepare and maintain expense models used for budgeting, forecasting, and financial reporting.
- Analyze monthly expense results against plan, forecast, and prior-year performance.
- Create and distribute monthly expense reports and provide insights to budget owners and leadership.
- Partner with business stakeholders to answer questions related to expenses, forecasts, budgets, and financial performance.
- Perform account reconciliations and support monthly accounting entries.
- Assist in the development and execution of annual operating plans.
- Support vendor billing reconciliation activities with key media and production partners.
- Maintain and enhance expense management databases and reporting tools.
- Leverage technology, automation, and AI tools, including Microsoft Copilot, to streamline workflows, improve analysis, and increase operational efficiency.
- Contribute to a culture of data-driven and fact-based decision making by identifying trends, risks, and opportunities within financial results.
- Assist with the development and reporting of SMART goals and key performance metrics.
What We're Looking For
Required Qualifications
- 2 years of experience in financial analysis, expense management, accounting support, budgeting, forecasting, or a related field.
- Strong proficiency in Microsoft Excel (primary tool used in this role).
- Strong analytical and problem-solving skills with the ability to interpret financial data and identify trends.
- Understanding of basic financial concepts and reporting.
- Experience using technology to improve processes and drive efficiencies.
- Ability and willingness to leverage AI tools, including Microsoft Copilot, as part of daily analysis and workflow optimization.
- Strong organizational skills with the ability to manage multiple priorities.
- Excellent verbal and written communication skills.
- Adaptable, curious, and proactive approach to learning and problem solving.
- PLEASE NOTE: This role is HYBRID: Candidates considered MUST RESIDE in the CHICAGOLAND AREA. There is an expectation for the person hired to come on site to the Northbrook, Illinois campus one day per week.
Preferred Qualifications
- Experience with budgeting, forecasting, and expense tracking processes.
- Familiarity with database tools such as Quickbase (training provided).
- Knowledge of SAP or other enterprise financial systems (training provided).
- Experience creating reports and dashboards using tools such as Power BI.
- Basic understanding of accounting principles, including debits, credits, balance sheets, and financial statements.
Why Join Us?
- Work on a highly collaborative team with exceptional stability and low turnover.
- Gain exposure to financial planning, forecasting, expense management, and business partnership activities.
- Develop valuable experience utilizing AI and emerging technologies to enhance financial analysis.
- Learn industry-leading tools and systems, including Quickbase and SAP.
- Partner with leaders across the organization and play a meaningful role in supporting business decisions.
- Opportunity to expand your analytical skillset while contributing to a supportive, team-oriented culture.
If you're an analytical professional who enjoys solving problems, leveraging technology, and turning data into actionable insights, we'd love to hear from you.
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Skills
Adaptability, Analytical Thinking, Artificial Intelligence Techniques, Critical Thinking, Effective Written Communication, Financial Data, Financial Processes, Microsoft Excel, Verbal CommunicationsCompensation
Compensation offered for this role is 53,500.00 - 84,625.00 annually and is based on experience and qualifications.The candidate(s) offered this position will be required to submit to a background investigation.
Joining our team isn't just a job - it's an opportunity. One that takes your skills and pushes them to the next level. One that encourages you to challenge the status quo. One where you can shape the future of protection while supporting causes that mean the most to you. Joining our team means being part of something bigger - a winning team making a meaningful impact.
Allstate generally does not sponsor individuals for employment-based visas for this position.
Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
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Allstate provides a comprehensive technology setup, including a laptop, monitors, headset, keyboard, and mouse. Employees eligible to work from home also receive a monthly connectivity reimbursement to help offset internet costs.
When working from home, you must have a dedicated, private workspace free from distractions, along with appropriate desk and seating. Reliable internet is required, with minimum speeds of 50 MB download and 5 MB upload.