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Financial Planning & Budgeting Consultant
Grange InsuranceFinancial Planning Consultant analyzing operational and financial performance for Grange Insurance. Involved in planning, reporting, and cross-functional collaboration with business leadership in the finance department.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, forecasting, and reporting, with a strong ability to collaborate across teams and present complex data effectively. Proficient in utilizing financial tools and methodologies to drive business performance and support strategic decision-making.
Highest-signal resume keywords
Financial AnalysisForecastingHyperion Planning ApplicationMicrosoft ExcelPeopleSoft
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Financial ReportingBudget AnalysisVariance AnalysisForecast Model DesignData Presentation
Soft Skills
CollaborationRelationship Building
Tools & Technologies
Microsoft PowerPointPeopleSoftHyperion
Industry Keywords
FinanceAccountingEconomic Analysis
About the role
Key responsibilities & impact- Provide insight into operational and financial business performance through analysis of results vs budget
- Develop and drive annual and quarterly planning and forecasting process
- Collaborate with cross-functional teams and build relationships
- Lead the development of actionable reports
- Manage the inventory of reports using PeopleSoft/Hyperion
- Prepare and present complex financial data
- Identify trends, highlight variances, and recommend adjustments
- Recommend new financial analysis techniques
- Support finance business partners with data
- Design, maintain, and improve forecast models
Requirements
What you’ll need- 8+ years’ experience in full-time financial or analytical position
- Strong knowledge of finance and accounting interaction
- Undergraduate degree in finance, accounting, economics, or related field preferred
- High level of proficiency with Microsoft Office suite (Excel and PowerPoint required)
- Hands-on experience with Hyperion planning application preferred
- PeopleSoft/back-end development curiosity
- Accounting/finance knowledge
Benefits
Comp & perks- Competitive traditional benefits
- A cultural appreciation holiday
- Family formation benefits
- Compassionate care leave
- Expanded categories of bereavement leave