Grange Insurance

Finance Planning Consultant

Grange Insurance

full-time

Posted on:

Location Type: Hybrid

Location: Columbus • Ohio • United States

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About the role

  • 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.

Requirements

  • Bachelor's degree in finance, accounting, economics or Graduate degree strongly preferred (CPA, MBA, CPCU etc.)
  • 5-10 years of related experience in finance, accounting, insurance, or similar field
  • Time Management
  • Excellent Communication Skills
  • Detail Orientation
  • Self-Motivated
  • Able to work on multiple competing priorities
  • Strong analytical skills with strategic mindset
  • Problem solving orientation
  • Excellent Excel skills
  • Strong PowerPoint knowledge
  • Hyperion knowledge is a plus
  • Solid understanding and working experience with databases
  • Strong knowledge of P & C industry is required
Benefits
  • Competitive traditional benefits
  • Cultural appreciation holiday
  • Family formation benefits
  • Compassionate care leave
  • Expanded categories of bereavement leave

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial forecastingbudget preparationfinancial analysisdata analysisanalytical modelscorrective action plansfinancial planningreportingExceldatabases
Soft skills
time managementcommunication skillsdetail orientationself-motivatedability to manage competing prioritiesanalytical skillsproblem solvingstrategic mindset
Certifications
Bachelor's degree in financeBachelor's degree in accountingBachelor's degree in economicsCPAMBACPCU