What are the responsibilities and job description for the Financial Analyst position at Group 1001?
Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees.
Why This Role Matters:
We are seeking a Financial Analyst to join our growing team! In this highly visible role, you will be working collaboratively to manage and refine expense budgets across the organization along with a range of additional responsibilities.
How You'll Contribute:
Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package. Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required. Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.
Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.
Why This Role Matters:
We are seeking a Financial Analyst to join our growing team! In this highly visible role, you will be working collaboratively to manage and refine expense budgets across the organization along with a range of additional responsibilities.
How You'll Contribute:
- Collaborate with department heads to develop, manage, and refine expense budgets on a monthly, quarterly, and annual basis.
- Prepare and maintain rolling forecasts that reflect current business conditions and anticipated changes.
- Perform variance analysis (actuals vs. budget/forecast) and provide commentary to explain drivers of deviation.
- Develop and maintain financial models and tools to support budgeting and forecasting processes.
- Track key performance indicators (KPIs) and identify cost-saving opportunities.
- Assist in the preparation of monthly and quarterly financial reports for senior management.
- Support the annual operating plan and long-range planning processes.
- Provide financial support for business cases, investment decisions, and ad-hoc projects.
- Ensure accuracy and integrity of financial data in Workday and Adaptive Planning systems.
- Partner with Accounting to ensure proper expense recognition and accruals.
- Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA a plus).
- 3–5 years of experience in financial planning & analysis (FP&A), corporate finance, or related role.
- Strong understanding of budgeting, forecasting, and financial modeling principles.
- Proficiency in Excel and financial planning software (e.g., Adaptive Insights, Anaplan, Workday Adaptive Planning, Hyperion, etc.).
- Experience with ERP systems (e.g., Workday, SAP, Oracle).
- Excellent analytical, communication, and interpersonal skills.
- Ability to manage multiple priorities in a fast-paced environment.
- High attention to detail and commitment to accuracy.
- Experience in Financial Services.
- Exposure to cost center reporting and departmental budget management.
Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package. Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required. Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.
Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.