What are the responsibilities and job description for the FP&A Financial Specialist position at Munich RE?
This role combines financial planning, data analytics, and systems leadership to support strategic decision-making and operational excellence across the HSB business units and functions. The analyst will lead validation efforts for Oracle PCM, develop advanced Power BI models, and co-lead AI initiatives that enhance forecasting, reporting, and automation. The role requires strong cross-functional collaboration across the finance organization and a deep understanding of financial systems, data architecture, and analytical tools. Respond to ad hoc requests supporting internal initiatives. Optimize process flows, streamline data workflows, and enhance reporting. Develop automation, conduct QA, and perform data validations to ensure efficiency, and reliability across reporting systems.
Education and Experience:
- Bachelor's Degree in Accounting, Finance or equivalent work experience
- 7 years progressive FP&A or Analytics experience
- Strong operational background
- Advanced Excel skills (including macros, pivot tables, and complex formulas).
- Strong Power BI experience (data modeling, DAX, dashboard design).
- Python experience preferred
- Familiarity with EPM tools such as Oracle Enterprise Planning Management (SmartView, Workforce Planning) is a plus.
- Strong data mining, engineering and analysis skills
- Some business-facing background preferred
Knowledge and Skills:
- HSB experience
- Strong operational accounting / Finance expertise and critical thinking skills
- Experience working with business teams and analyzing business results
- Strong project management, leadership, communication and negotiation skills
- Ability to work and influence cross-functionally and ensure stakeholder requirements are satisfied
- Ability to think abstractly in order to be able to link divergent programs and processes
- Strong interpersonal skills - written, verbal and listening
- Ability to work independently and in a team
At The Hartford Steam Boiler, a subsidiary of Munich Re, we see Diversity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services.
We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. The work environment characteristics, and any physical and mental requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.