Sr. Financial Planning Analyst

Company Details: Responsibilities:

• 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