Sr. Financial Analyst – Financial Planning & Analysis

Position Summary:

The Senior Financial Analyst, FP&A supports budgeting, forecasting, payroll, , and financial performance reporting. The position develops financial models, analyzes results and trends, prepares management and Board materials, and maintains performance measures. The role works with Finance staff and business leaders to improve financial visibility and support organizational decisions. This is an individual contributor position and does not supervise staff.

Duties and Responsibilities:

Budgeting, Forecasting and Payroll

• Supports the annual budgeting process and periodic forecast updates.
• Partners with department leaders to improve forecast accuracy and financial visibility.
• Identifies trends, risks, and opportunities affecting financial results.
• Develops financial models and forecasts.
• Supports long-range financial planning efforts.
• Assists in bi-weekly payroll ensuring accuracy of pay, deductions, taxes, benefits and related transactions.

Financial Performance Analysis

• Prepares financial analyses explaining operating results, trends, and business drivers.
• Works with the organization to develop variance analysis.
• Assists in evaluating financial and operational performance across business areas.
• Prepares narrative commentary supporting financial results.
• Provides analytical support for executive decision-making.

KPI Development and Performance Monitoring

• Establishes and maintains key performance indicators.
• Develops dashboards and reports to monitor performance against strategic objectives.
• Identifies trends and exceptions that require management attention.
• Partners with business areas to develop performance measures.
• Evaluates performance results against established targets.
• Recommends improvements to performance measurement and reporting processes.

Executive and Board Reporting

• Assists in developing presentation materials for Executive Leadership and Board meetings.
• Prepares financial reporting packages and support schedules.
• Enhances visual reporting and decision-support materials.
• Supports analysis requested by senior management and the Board.

Other

• Supports internal and external audit activities as needed
• Supports Finance projects, reporting enhancements, and analytical process improvements.
• Identifies opportunities to improve budgeting, forecasting, reporting, and performance measurement processes.
• Performs other duties and project work as assigned.

Knowledge, Skills and Abilities:

• Knowledge of budgeting, forecasting, financial modeling, and performance measurement.
• Ability to analyze financial and operational data and communicate conclusions.
• Ability to prepare variance analyses, management reports, and presentation materials.
• Ability to organize work, manage deadlines, and support multiple priorities.
• Ability to work with Finance staff, business leaders, and executive management.
• Advanced skill in Microsoft Excel, Microsoft 365, financial systems, and reporting tools.

Minimum Qualifications:

• Bachelor’s degree in finance, accounting, economics, business administration, or a related field.
• Three (3) to five (5) years of experience in financial planning and analysis, finance, accounting, or a related field.
• Experience with budgeting, forecasting, financial modeling, and variance analysis.
• Experience preparing management reports and financial analyses.
• Proficiency with Microsoft 365 and financial reporting tools.

Preferred Qualifications:

• Insurance industry experience.
• Experience supporting executive leadership and Board reporting.
• Experience with Power BI, data visualization, or business intelligence tools.
• CPA, CMA, CFA, or MBA.

Physical Demands:

This job description is intended to describe the general nature and level of work being performed. It is not an exhaustive list of all responsibilities, duties, and skills required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of the job, the teammate is regularly required to sit, use hands to finger, handle or feel objects, tools or controls; and reach with hands and arms. The teammate is occasionally required to stand, walk, stoop, kneel, crouch, or crawl. The teammate may occasionally lift up to 30 pounds. Specific vision abilities are required, including close vision, peripheral vision, and the ability to adjust focus.

When in the office, the teammate must be able to work in an office environment where the noise level is moderate.