Financial Planning Manager

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Position Overview

The Financial Planning Manager is responsible for providing timely and accurate financial/budget information to management, auditors, and regulatory authorities while being responsive to the needs of internal and external customers. These duties consistently require the exercise of discretion and independent judgment and require knowledge necessary to analyze, interpret, and assist in decision making.

Essential Job Functions

• Assists with the annual budget process and forecasts throughout the year
• Reviews financial results of the enterprise to develop suggestions for financial improvement and cost reduction
• Conducts financial analysis and reporting of actual results in comparison to the financial plan
• Analyzes and reports expense trends including variances to forecast/budget as well as key expense metrics and benchmarks
• Prepares various statistical reports required by management throughout the year
• Collaborates with department personnel, management, and senior management for budget, forecast, and corporate plan reporting
• Assists with collection of data and preparation of the annual expense budget and forecast for both the P&C and Life companies
• Assists in communicating budget to actual results to management by providing analyses, identifying trends, and researching expense activity
• Assist in the preparation of forecasted financial statements (P&L, BS, Cash Flow)
• Assists in preparation and analysis of other financial components of the forecast including premiums, losses, and profitability ratios
• Assists in preparation of annual expense allocations by line of business
• Performs other duties as assigned

Education & Experience

• Bachelor’s degree in Accounting or Finance required
• Typically requires 6 years of related experience
• Typically requires 4 years prior supervisor or manager experience
• Typically requires 1-3 years of forecasting & budgeting experience

Certifications & Licenses

• Certified Public Accountant (CPA or MBA) and/or insurance designation preferred

Knowledge, Skills & Abilities

Demonstrated ability to:

• communicate effectively in both oral and written form
• define problems, collect data, establish facts, and draw valid conclusion
• analyze, organize, and prioritize work while meeting multiple deadlines
• analyze, consolidate, and interpret accounting data
• read, analyze, and interpret accounting and technical journals, financial reports, and legal documents

Demonstrated skill in:

• situational analysis and judgment in making critical decisions
• filing, bookkeeping, recording, and computational skills

Demonstrated knowledge of:

• Generally Accepted Accounting Principles (GAAP)
• Statutory Experience
• Microsoft Office software - Excel