Lead Finance Analyst

Mutual of Omaha is looking to fill a position on the Financial Planning and Analysis team. The Financial Planning & Analysis team (FP&A) is responsible for financial and expense analysis and forecasts across all the business and operational units at Mutual of Omaha. This individual will lead expense allocation processes and analysis, including annual updates to allocation rules, monthly expense allocation analysis, and controls. In addition, this individual will lead expense management projects.

WHAT WE CAN OFFER YOU:

• Estimated Salary: $99,000-$133,500, plus annual bonus opportunity,
• 401(k) plan with a 2% company contribution and 6% company match.
• Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
• Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.

WHAT YOU'LL DO:

• Leads expense allocation actuals and plan processes, including the review, implementation, maintenance, and validation of allocation rules, drivers, statistics, cost pools, and percentages.
• Ensure execution of all phases of financial/non-financial or technical project or process work, ensuring results are timely, accurate, and consistent with objectives.
• Contributes to the research and documentation of complex business issues, extracts insights, forms conclusions and makes recommendations to expense team, leadership and business partners.
• Independently executes on ideas to improve business processes across enterprise functions and knowledge in the workplace.
• Fosters a collaborative environment by building relationship with business partners.

WHAT YOU’LL BRING:

• Strong knowledge of finance and/or accounting practices and procedures preferably common to an insurance industry finance environment.
• Aptitude for technical learning and application to tactical business problems. Must have the ability to learn new technologies and apply this knowledge to optimize processes.
• Creative problem solver with a focus on process improvement/automation and reducing manual work.
• Strong knowledge of expense management, budgeting, and allocation practices.
• Self-driven with demonstrated ability to deal with ambiguity, influence change with peers, management, and business partners.
• Strong problem-solving and decision-making abilities with minimal supervision.
• You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
• Local employees (within 50 miles of our Omaha office) are expected to be in the office more than 50% of the time beginning Q2 2027.
• Local employees are expected to be in the office for key business activities and critical in-person events, as determined by their manager.
• Able to work remotely with access to a high-speed internet connection and located in the United States.

PREFERRED:

• Prior expense management, allocation, and budget analysis background, including relevant technical tools.
• Strong technical skills to aid in data extraction, manipulation, and consolidation.
• Advanced level degree or equivalent experience in Finance related field.
• Strong knowledge of GAAP and statutory accounting, preferably in an insurance setting.
• Designation specific to the Finance field, such as a CPA.
• Experience using Anaplan to support expense allocation processes, forecasting and budget.

We value unique experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!

If you have questions about your application or the hiring process, email our Talent Acquisition area at careers@mutualofomaha.com. Please allow at least one week from time of applying if you are checking on the status.

Stay Safe from Job Scams
Mutual of Omaha only accepts applications from mutualofomaha.com/careers. Legitimate communications will come from '@mutualofomaha.com.' We never request sensitive information or extend job offers without conducting interviews. For more details, check our Hiring FAQs. Stay alert for scams and apply securely!

Hiring Policies and Legal Notices