Sr. Financial Analyst, Financial Planning & Analysis

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Job Purpose

The Sr. Financial Analyst, Financial Planning & Analysis, is responsible for supporting Jackson's quarterly forecast and annual planning process. In support of the quarterly forecast and annual planning process, this role works closely with the Manager, Financial Planning & Analysis and other members of the FP&A team to support the quarterly forecast and planning process. This role supports the development of value-added and insightful analytics on the company to support senior management decision making. The Sr. Financial Analyst, Financial Planning & Analysis, plays an important role in enhancing the forecast process, including the development of additional reporting and analysis capabilities to aid in the review and challenge of projections.

Essential Responsibilities

• Prepares, reviews, analyzes forecast and plan reports and supporting schedules, ensuring accuracy and completeness.
• Analyzes Statutory and GAAP results, including variance analysis versus plan, forecast, and actuals.
• Identifies key performance drivers to support informed decision making.
• Supports the forecast and plan process, including documentation and adherence to established controls and procedures, and develops first-line controls.
• Performs quarterly rollover of forecast models, reports, and presentations.
• Prepares forecast and plan results materials for senior management review.
• Proactively identifies opportunities to improve analysis, reporting, and forecasting efficiency.
• Partners with other departments to enhance financial analysis, improve forecast accuracy, and deepen understanding of business drivers.
• Performs ad hoc research and analysis.
  
  

Other Duties

• Supports various special projects as required.
• Performs other duties and/or projects as assigned.
  
  

Knowledge, Skills And Abilities

• Working knowledge of GAAP and statutory accounting principles and procedures.
• Experience with financial statement analysis and an understanding of corporate finance concepts and processes.
• Ability to identify, assess, and constructively question business assumptions and projections through financial analysis.
• Proficiency in Microsoft Office Suite, including advanced proficiency in Microsoft Excel and PowerPoint.
• Anaplan experience, understanding of database constructs and design, experience building models in Excel, and Power BI knowledge are beneficial to the role.
• Ability to partner effectively across departments, supporting decision-making through strong financial analysis and business understanding.
• Excellent written and verbal communication skills, with the ability to present and influence where appropriate.
• Ability to build collaborative relationships with stakeholders from various backgrounds.
• Strong organizational skills and ability to effectively manage multiple concurrent projects.
• Ability to leverage technology and create digital tools to support Finance.
  
  

Qualifications

• Bachelor's Degree in Finance or related field required.
• 3-5 years in financial planning & analysis or equivalent experience required.
• Experience in financial reporting required.
• Insurance/financial services industry experience preferred.
  
  

Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.