3 Jobs in Neenah, WI
SECURA Insurance is Hiring a Senior Financial Analyst Near Neenah, WI
Responsibilities
- Support the development of annual budgets, quarterly forecasts, and long-range financial plans for the company, and collaborate with team members and business partners to gather inputs and assumptions for financial projections
- Analyze variances from plan or forecasted results and prepare presentation materials to communicate results
- Build relationships with internal stakeholders across various departments and serve as a trusted resource for financial information and analysis
- Assist in the development of financial plan materials for the Executive Team, Strategic Planning group, and Board of Directors
- Maintain and enhance financial models to support decision-making and scenario analysis
- Support efforts for the expense benchmarking study, particularly around data collection, review of results and developing tools to assist departments with expense analysis/alignment with goals coming out of the expense benchmark review
- Participate in ad-hoc financial analysis and special projects to evaluate strategic opportunities, capital management, and other business initiatives
- Assist in implementing improvements and best practices to streamline financial planning and analysis processes, increase efficiency and effectiveness in financial planning activities, improve data accuracy, and enhance reporting capabilities
- Lead the monitoring and analysis of industry and competitor results
- Stay informed about industry trends, regulatory changes, and best practices in financial planning and analysis
- Support the Financial Reporting team as a back-up for processes, particularly surrounding accrual and expense entries/processes, review of management reports, and other process areas as needed
- Ability to lead small projects within the team and advance the department’s practices
- Bachelor's degree from four-year college or university in Accounting or Finance required
- Certified Public Accountant (CPA) or equivalent professional designation preferred
- Minimum 3-5 years of experience in an accounting or financial analysis role and proficiency working within a financial planning software required
- Strong accounting and financial skills, with knowledge of insurance industry or related financial service sector and statutory accounting experience preferred
- Strong written and verbal analytical skills with demonstrated ability to model, interpret and report financial data
- Detail-oriented with a focus on accuracy and data integrity
- Effective organizational skills to maximize time limitations, meet deadlines, and prioritize requests and assigned tasks
- Ability to work independently and collaboratively in a team environment, managing multiple priorities and deadlines effectively
- High degree of discretion / confidentiality, strong problem-solving skills and the ability to think critically and analytically
- Senior-level experience with Microsoft Office applications, especially Excel/MS Teams
- Bachelor’s degree in accounting/finance required, commensurate experience to be considered
- Certified Public Accountant (CPA) or equivalent professional designation preferred
- 3-5 years related experience required
- Insurance industry experience preferred
Job Summary
Full Time
Insurance
$79k-97k (estimate)
06/02/2024
06/21/2024
secura.net
NEENAH, WI
500 - 1,000
1900
JOHN A BYKOWSKI
$200M - $500M
Insurance
Related Companies
About SECURA Insurance
SECURA Insurance Companies is based in Neenah, Wis., and operates in 12 states, including: Arizona, Colorado, Illinois, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, North Dakota, and Wisconsin. Since 1900, we've been known for our genuine people and exceptional service by agents and policyholders. As a property-casualty insurance company, we provide flexible customized options for your business, home, auto, farm, agribusiness, and nonprofit. Our purpose is simple and one that we encourage our associates to live out every day through each interaction they have. We're making insurance ...
genuine. From the protection we provide to the relationships we build, it's our mission to provide quality coverage and unmatched service to empower our independent agents and protect our customers.
More
Show Less
The job skills required for Senior Financial Analyst include Analysis, Accounting, Financial Analysis, Leadership, Presentation, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Senior Financial Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Senior Financial Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Senior Financial Analyst positions, which can be used as a reference in future career path planning. As a Senior Financial Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Senior Financial Analyst. You can explore the career advancement for a Senior Financial Analyst below and select your interested title to get hiring information.
Similar Jobs
Popular Articles
