What are the responsibilities and job description for the Lead Financial Analyst position at Liberty Mutual?
When you enter a finance and accounting position at Liberty Mutual Insurance, you'll find the same dynamic environment and challenges as within other organizations. Yet you'll find something more: an opportunity to
apply your analytic and technical skills to a company renowned for its integrity and focus on developing its employees' careers. This Lead Financial Analyst role will support the Enterprise Functions FP&A team with primary responsibility for Liberty Mutual’s Real Estate portfolio and Enterprise Transformation & Solutions. You will lead planning, forecasting and monthly reporting for these areas, deliver insightful variance and trend analysis, and provide actionable recommendations to senior management to support decision‑making for operations, program spend and the real estate portfolio.
PLEASE READ: Typical starting salary for this position is $97,000-$122,500 and is based on experience and geographical location. This position may have in-office requirements depending on candidate's location. Preferred locations for this role are Boston, MA or Portsmouth, NH.
Responsibilities:
- Lead the annual planning and multi‑year forecasting processes for Enterprise Transformation & Solutions and Real Estate, including development of assumptions, consolidation of inputs, and presentation of plan packages to leadership.
- Drive the monthly reforecast and rolling forecast cadence: collect business inputs, update projections, perform sensitivity and scenario analysis, and reconcile variances to prior forecasts and plan.
- Own the monthly reporting for these areas—prepare standardized financial and operational reports, executive summaries, dashboards and KPIs for senior stakeholders and the Corporate Functions finance team.
- Perform timely, rigorous variance analyses (plan vs. actual, forecast vs. actual, prior period and multi‑year trends), identify key drivers, perform follow‑up investigation and recommend corrective actions or opportunities
- Obtain and validate required data from internal systems (general ledger, fixed assets, lease management, expense systems) and external sources as needed; ensure data integrity and appropriate reconciliations.
- Ensure timeliness, accuracy and completeness of all reports and analyses by maintaining full documentation of recurring job duties, data sources, assumptions and calculation methodologies; update documentation to reflect process or system changes.
- Partner with budget managers, real estate operations, Accounting, Procurement and treasury to align on budget vs. spend, capital and operating classifications, lease accounting impacts (e.g., ASC 842), and to support month‑end close activities.
- Identify and implement process improvements, automation opportunities, controls enhancements and tool rationalization to increase efficiency and scalability of planning, forecasting and reporting activities.
- Provide ad‑hoc financial modeling and business case support for strategic initiatives, site acquisitions/dispositions, lease renewals, workplace strategy changes and transformation investments.
- Present findings and recommendations to finance leadership and business partners in a clear, concise manner to support strategic decision making.
You will use a broad knowledge of financial practices and procedures to produce high quality analysis and provide strategy recommendations that advance Liberty Mutual’s enterprise transformation objectives and real estate portfolio strategy.
- Bachelor`s degree (Finance or Accounting) required.
- CPA or advanced degree in Accounting, Finance, or Business preferred.
- Minimum of 5 years of finance experience.
- Must demonstrate attention to detail in a fast-paced work environment and the ability to manage and prioritize multiple projects simultaneously to drive results.
- Communicates well with own team and across organizational boundaries to ensure the successful completion of shared goals.
- Comfortable leading meetings and able to communicate issues and trends to senior management and other groups at the appropriate level of detail.
- Solid understanding of Finance Tools and Analytical Methods.
Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.
At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.
We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: https://LMI.co/Benefits
Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.
Fair Chance Notices
- California
- Los Angeles Incorporated
- Los Angeles Unincorporated
- Philadelphia
- San Francisco
Salary : $97,000 - $122,500