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Senior Forecasting Analyst
AAA Life Insurance CompanySenior Forecasting Analyst at AAA Life focusing on forecasting accuracy and data-driven financial analysis. Partnering with stakeholders to enhance decision-making and process improvements.
Tech Stack
Tools & technologiesERPPythonSQL
About the role
Key responsibilities & impact- The Senior Forecasting Analyst plays a critical role within the FP&A function, serving as a subject matter expert in forecasting and financial analytics.
- This role owns the development and refinement of forecasting methodologies, applies advanced analytics to improve forecast accuracy, and drives insights that enhance decision-making.
- The position partners closely with cross-functional stakeholders and provides leadership on data-driven financial analysis.
- Develop, execute, and continuously enhance end-to-end forecasting models by leveraging advanced analytical techniques, historical trends, business drivers, and documented methodologies to improve accuracy and support planning cycles.
- Lead the design and execution of advanced analytical frameworks, synthesizing complex KPI trends, risks, and opportunities into actionable insights and strategic recommendations for senior leadership.
- Collaborate cross-functionally to gather data, deliver clear and concise reporting, present insights to leadership, and maintain thorough documentation of financial models, assumptions, and methodologies.
- Identify and drive process improvements through automation and streamlined data workflows, enhancing the efficiency, accuracy, and scalability of forecasting and reporting functions.
Requirements
What you’ll need- Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or a related field.
- 4-5 years of experience in corporate financial programs, reporting, analytics, and impact assessment.
- Advanced knowledge of data analysis and the development of statistical and financial data to support reporting and business recommendations.
- Advanced analytical and financial modeling skills using Excel, Power BI, SQL, and/or Python/R, including experience building scalable forecasting solutions.
- Experience with financial systems and planning tools (e.g., ERP systems and CPM platforms such as OneStream or similar).
- Knowledge of financial regulations, compliance requirements, and reporting standards.
- Familiarity with statutory and GAAP accounting, with life insurance industry experience considered a plus.
Benefits
Comp & perks- Flexible work arrangements
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
forecasting methodologiesfinancial analyticsadvanced analyticsfinancial modelingdata analysisstatistical dataExcelPower BISQLPython
Soft Skills
leadershipcollaborationcommunicationdata-driven decision makingprocess improvementreportinginsight presentationdocumentation