Financial Planning and Analysis

• Mentor and train financial analysts.
• Work closely with the Director of FP&A in all financial planning & analysis and decision support functions across supported Profit Centers.
• Review/Prepare income statement fluctuations ensuring explanations are clear, concise and adequately explain any variances.
• Analyze and track results relating to year-on-year growth, profitability, performance to budget and forecast across a broad range of metrics in support of business and finance leaders while seeking to optimize business performance.
• Review/Prepare budgets and forecasts across supported Profit Centers.
• Partner with Profit Center Leaders and senior leadership to enhance the financial analysis of the business including developing/fine tuning metrics and measures to increase insight on performance drivers of the business which provide senior leadership with clear, actionable business intelligence.
• Develop and maintain strong working relationships with Finance team, Profit Center Leaders, Senior Leaders, Accounting Centers Of Excellence, and operational teams throughout the organization.
• Provide standard and ad hoc analysis; look for new ways to analyze the business and drive productivity.
• Review/Prepare analysis, commentary, and presentation material for monthly, quarterly and annual financial review meetings.
• Assist with creation of PowerPoint presentations to senior leadership for both internal and external purposes that bring the data to life through compelling visualizations.
• Partner with stakeholders and functional peers to assist with the implementation of newer finance tools including Workday Adaptive Budget and Forecasting system, standardized Agency Management system, Data Warehouse, Risk Match, Carrier Scorecard analysis, and other technology initiatives across Arrowhead Intermediaries.

Senior Financial Analyst

Financial Analyst