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Senior Financial Analyst – Forecasting, Planning
AAA Life Insurance CompanySenior Financial Analyst forecasting and analyzing finances for AAA Life, a life insurance and annuity provider. Improving forecast accuracy, reporting, and leadership decision-making through advanced analytics.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced analytical and financial modeling skills, utilizing tools such as Excel, Power BI, SQL, and Python/R to develop scalable forecasting solutions. Possesses strong executive communication abilities and a solid understanding of financial regulations and compliance standards.
Highest-signal resume keywords
Advanced Financial AnalyticsFinancial Modeling Using ExcelData Analysis With SQLExperience With ERP SystemsExecutive Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingStatistical Data DevelopmentForecasting SolutionsKPI Trend AnalysisProcess ImprovementAutomation TechniquesFinancial Compliance KnowledgeGAAP Accounting FamiliarityImpact AssessmentBusiness Recommendations
Soft Skills
Problem SolvingDecision-MakingCollaborationClear Communication
Tools & Technologies
Power BISQLPythonExcelOneStream
Industry Keywords
Corporate Financial ProgramsFinancial SystemsCPM PlatformsLife Insurance Industry Experience
Tech Stack
Tools & technologiesERPPythonSQL
About the role
Key responsibilities & impact- Develop, execute, and continuously enhance end-to-end forecasting models using advanced analytical techniques, historical trends, business drivers, and documented methodologies
- Lead advanced financial analytics, synthesizing KPI trends, risks, and opportunities into actionable insights and strategic recommendations for senior leadership
- Collaborate cross-functionally to gather data and deliver clear, concise reporting
- Present insights to leadership
- Maintain thorough documentation of financial models, assumptions, and methodologies
- Identify and drive process improvements through automation and streamlined data workflows
- Enhance 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 development of statistical and financial data for reporting and business recommendations
- Advanced analytical and financial modeling skills using Excel, Power BI, SQL, and/or Python/R
- Experience building scalable forecasting solutions
- Experience with financial systems and planning tools, including 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 preferred
- Life insurance industry experience considered a plus
- Executive communication skills
- Strong problem solving and decision-making skills
- Must not currently require or potentially require employer-sponsored immigration support, including H-1B, TN, and STEM OPT
Benefits
Comp & perks- 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account AAA Life Insurance Company Website LinkedIn All Job Openings 501 - 1000 employees Founded 1969 ⚕️ Healthcare Insurance 💸 Finance 🛡️ Insurance Healthcare Insurance
- Finance
- Insurance AAA Life Insurance Company is a provider of various life insurance products, including Term Life Insurance, Whole Life Insurance, Universal Life Insurance, and Accident Insurance. They also offer annuities and a range of resources to help customers understand their insurance needs. With a focus on customer support and education, AAA Life Insurance Company aims to simplify the process of obtaining life insurance and offer tailored solutions to protect the financial future of individuals and their families. Senior Financial Analyst – Forecasting, Planning 🔥 0 minutes ago 🚗 Michigan – Remote ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Apply Now Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
- Develop, execute, and continuously enhance end-to-end forecasting models using advanced analytical techniques, historical trends, business drivers, and documented methodologies
- Lead advanced financial analytics, synthesizing KPI trends, risks, and opportunities into actionable insights and strategic recommendations for senior leadership
- Collaborate cross-functionally to gather data and deliver clear, concise reporting
- Present insights to leadership
- Maintain thorough documentation of financial models, assumptions, and methodologies
- Identify and drive process improvements through automation and streamlined data workflows
- Enhance the efficiency, accuracy, and scalability of forecasting and reporting functions 🎯 Requirements
- 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 development of statistical and financial data for reporting and business recommendations
- Advanced analytical and financial modeling skills using Excel, Power BI, SQL, and/or Python/R
- Experience building scalable forecasting solutions
- Experience with financial systems and planning tools, including 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 preferred
- Life insurance industry experience considered a plus
- Executive communication skills
- Strong problem solving and decision-making skills
- Must not currently require or potentially require employer-sponsored immigration support, including H-1B, TN, and STEM OPT Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Senior Manager – Strategic Financial Planning, Investments 🔥 1 hour ago CVS Health 10,000+ employees 🏥 Healthcare ⚕️ Healthcare Insurance 🛒 Retail Website LinkedIn All Job Openings Senior Manager leading financial planning, capital investments, and business cases for CVS Health’s healthcare initiatives. Influencing enterprise decisions through modeling, governance, and value realization. 🇺🇸 United States – Remote 💵 $75.4k - $199.1k / year ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Senior Manager – Pipeline & Investment Analysis 🔥 2 hours ago RTX 10,000+ employees 🏭 Manufacturing 💼 Consulting 📦 Logistics Website LinkedIn All Job Openings Senior Manager analyzing aerospace-defense pipelines and investments for RTX. Delivering financial models, dashboards, and strategic insights to executive leadership. 🇺🇸 United States – Remote 💵 $132.4k - $251.6k / year ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Financial Services Consultant 🔥 3 hours ago Infinity Recruitment Solutions 1 - 10 🎯 Recruiter Website LinkedIn All Job Openings Financial Services Consultant helping Dallas families secure their futures through financial planning, investment management, and insurance. Building client portfolios through prospecting, tailored solutions, and ongoing relationship management. 🇺🇸 United States – Remote 💵 $75k - $150k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Senior Director of FP&A – Treasury 🔥 3 hours ago Endeavour. Inspired Infrastructure. 51 - 200 🤖 Artificial Intelligence ⚡ Energy 🏢 Enterprise Website LinkedIn All Job Openings Senior finance leader architecting FP&A, treasury, and capital management for Endeavour’s sustainable infrastructure technology company. Building scalable planning systems supporting global growth and AI infrastructure. 🇺🇸 United States – Remote ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Senior Finance Manager 🔥 4 hours ago Jones Lang LaSalle Americas, Inc. 10,000+ employees 🏠 Real Estate 🤝 B2B 💼 Consulting Website LinkedIn All Job Openings Senior Finance Manager leading global finance strategy for JLL’s facilities-management services to Stripe. Overseeing Americas operations, reporting, forecasting, governance, and financial optimization. 🇺🇸 United States – Remote 💵 $125k - $140k / year ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) View More Financial Planning and Analysis (FP&A) Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates About us Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs