What are the responsibilities and job description for the Senior Financial Analyst (FP&A) position at WCF Insurance?
WCF Finance Department is looking to add a Senior Financial Analyst (FP&A) professional wanting to join a company with a great culture, competitive pay, and great benefits. We work hard to attract and retain the best people to provide leading edge service to our customers. To this end, we have developed a competitive benefit program, work/life program and personal/professional development. Our growth will provide great advancement opportunities. WCF believes the most effective representative results from a great work environment with a healthy life outside of work.
Position
This is a full-time, exempt position that works out of WCF's Sandy, Utah headquarters and reports to the Director, Financial Planning & Analysis. The person in this position will be expected to work in the office five days a week. They are responsible for analyzing data, developing forecasts, communicating identified business issues to key stakeholders, and supporting business strategies. The expected salary range for this position is $80,000 to $111,300 depending on experience and education.
Qualifications
- Bachelor's degree in accounting, or finance; master's degree preferred.
- Professional certification as a CPA, CMA, CFA, or AIAF preferred.
- At least five years of experience with financial forecasting, revenue modeling, or other related responsibilities.
- General knowledge of accounting principles and budgeting practices and procedures.
- Advance proficiency with Excel and other Microsoft Office applications.
- Experience with the Workday Adaptive Planning program is preferred but not required.
Essential Job Functions
- Prepare and communicate financial results, critical financial analysis, an insight to business leaders.
- Develop premium, staffing, and other financial models to support our corporate strategy.
- Evaluate premium production sources and profitability.
- Understand loss, pricing, and other trends and provide recommendations to management.
- Preparation of the company's annual operating plan and multi-year forecasts.
- Evaluate and interpret budget to actual variances and provide advice to management.
- Prepare financial forecast and proforma financial projections.
Accountability & Requirements
- Work effectively, independently, and collaboratively with others.
- Analytical thinking and problem-solving skills, with acute attention to detail, accuracy, and accountability balanced with sound business judgment.
- Ability to adapt and thrive with change and complexity.
- Ability to multi-task, work under pressure and meet deadlines.
- A high sense of urgency and ability to prioritize.
- Commitment to see projects through to completion.
- Strong data visualization, written, and verbal communication skills with the ability to tell a story and transform data into clear, digestible information for various audiences.
- Engage in regular, innovative process improvement initiatives across the organization.
- Working knowledge of WCF systems and processes.
- Supporting training and development of less experiences team members.
WCF Insurance offers an extensive compensation package. Benefits include Medical, Dental, and Vision insurance, company paid life insurance, 401K with a generous 6% employer match and additional benefits such as an Employee Assistance Program and time off to volunteer. All employees earn 4 weeks of vacation their first year.
An internal candidate should have six months in their current position, acceptable job performance, and must notify their current supervisor that they've applied for the position.
OUR PEOPLE
WCF strives to provide an excellent work experience and cultivate an inclusive environment where anyone who embodies our values will thrive.
WCF INSURANCE IS AN EQUAL OPPORTUNITY EMPLOYER
WCF Insurance provides equal employment opportunity to all qualified applicants and employees regardless of race, color, religion, sex, age, national origin, veteran status, disability that can be reasonably accommodated, or any other basis prohibited by federal, state, or local law.
Salary : $80,000 - $111,300