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Role Description
The Senior Strategic Planning Analyst serves as a key player in developing company financial plans and providing analytical support to help drive the company’s initiatives and continued growth. This role supports the CFO & Executive Team as well as our operational business units to provide financial analysis of budgets, forecasts, and results.
• Leads the preparation of forecasts, annual budget, and capital planning and assists business units with these deliverables and reporting as necessary.
• Prepares detailed analyses measuring budget-versus-actual variances, key business drivers, and company metrics; draws conclusions and presents recommendations on decisions and actions.
• Develops long-term financial forecasts utilizing the Company’s strategic modeling tool, also producing ad-hoc scenario modeling as required.
• Acts as administrator for the company’s accounting, financial reporting, planning, and forecasting tools.
• Works directly with Executive and Senior Management to support various analytic requirements.
• Works with business units and acts as their planning Subject Matter Expert.
• Develops, maintains and enhances the planning, forecasting, and business intelligence tools’ model structures and components, including writing and maintaining reports, to meet the needs of the Company.
• Develops and maintains documentation of corporate processes and procedures, in particular the Company’s planning, forecasting, and reporting tools.
• Provides mentorship to junior team members.
• Provides analytical and tactical support for M&A activity as necessary.
• Supports the Management Reporting unit, as needed.
• Represents Finance in company-wide initiatives and projects.
• Participates in financial system upgrades.
• Researches best practices in the industry, developing and maintaining a corporate library of relevant market and company data.
• Develops and exhibits leadership skills and a well-rounded knowledge of the worker’s compensation industry and EMPLOYERS’ operations.
Qualifications
• A minimum of 5 years operational, financial, or planning experience.
• Expert proficiency with MS Office, in particular Excel.
• Knowledge of GAAP and STAT accounting principles.
• Proficiency in Oracle, Hyperion, Workday, Anaplan or other Enterprise ERP or planning software.
Requirements
• P&C Insurance industry experience, preferably including workers’ compensation (preferred, but not required).
• IBM Cognos experience a plus (preferred, but not required).
• Tableau experience a plus (preferred, but not required).
Education
• Must have a bachelor’s degree in Finance, Accounting or Economics.
Work Environment
• This role is remote, and only open to candidates currently located in the United States and able to work without sponsorship.
• It requires a suitable space that provides a private and quiet workplace.
• Expected Work Hours: Schedules are set to accommodate the requirements of the position and the needs of the organization and may be adjusted as needed.
• Travel: May be required to travel to off-site location(s) to attend meetings, as necessary.
Salary Range
$70,000 - $100,000 and a comprehensive benefits package, please follow the link to our benefits page for details!
Benefits Page
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