Monitor and Communicate Business Drivers and Results
Identify and monitor key performance drivers and risks with timely communications of trends and observations
Analyze sales, expenses, cash flows, AUM, unit costs and other financial business drivers, used by business partners and the CFO organization
Influence, lead and educate on financial-related elements of the strategic and tactical success of the businesses
Prepare high quality analysis to influence key financial decisions, including developing and employing analytical models
Contribute to the development of driver-based forecasts, reviewing P&L assumption elements for reasonableness and assessing overall reasonableness of earnings forecasts
Serve as a strategic consultant to the business, with the ability to work alongside seasoned business leaders while generating proactive recommendations for earnings optimization
Actively participate in driving business financial projects/initiatives
Review forecast and initiative assumptions and contribute to cost-benefit analyses to support decision making
Requirements
10+ years experience in finance or actuarial, ideally with life insurance, annuity products or wealth management experience
Experience using data and information to analyze and communicate (in writing, orally and visually) the implications of business unit activity, leveraging business intelligence applications (Alation, Microstrategy, SQL queries etc.)
Intellectual curiosity to continue learning and adding breadth and depth to understanding.
Ability to partner with and influence business leaders and peers in using financial information and tools to identify options and make decisions
Excellent communication skills, including the ability to convey complex information in readily understandable terms
Exceptional relationship building and influencing skills
Experience with financial forecasting and quarter closes
Benefits
Regular meetings with the teams
Focused one-on-one meetings with your manager
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups
Access to learning content on Degreed and other informational platforms
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.