Grange Insurance

Financial Planning and Analysis

• Prepares and presents financial forecasts(annual and quarterly), including the analysis of trends and the evaluation of resulting recommendations.
• Works with senior management to assist in implementing chosen recommendation(s).
• Prepares and presents operational budgets based on actual performance, previous budget figures, estimated revenues, losses, expense forecasts and other factors.
• Analyzes actual operational results in relationship to plan, allowable, past experience and long-range objectives.
• Analyzes actual operating budgets to estimated budget.
• Reports performance provides insights and advises management on recommended options.
• Prepares and presents complex financial data for internal stakeholders as well as external regulatory agencies and other entities.
• Identifies trends, highlights variances and recommends adjustments in programs and processes to management as they relate to financial targets.
• Recommends ideas for continuous improvement of financial process and tools, leads the development of the revised process/tool as well as develops plan to implement the ideas and gain alignment across all stakeholders.
• Recommends and takes ownership of new financial analysis techniques and measurements for internal reporting purposes.
• Leads the development of efficient analytical and planning models that capture key financial data.
• Prepares a variety of reports analyzing and detailing premiums, losses, and expenses.
• Performs in-depth financial analysis including reviews of the impact of variances from plan.
• Assesses the need to develop corrective action plans.
• Leads the process of defining and building financial planning routines that efficiently leverage data from multiple sources.
• Serves as liaison between assigned business unit leadership and staff financial function.
• Supports and works with as well as independently of senior finance officer.
• Serves as a lead to update the business partner scorecards and proactively provides insights into variances and helps escalate issues.

Finance Planning Consultant