Financial Analyst – Corporate Forecast

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full-time

Posted on:

Location Type: Hybrid

Location: McKinney • Texas • United States

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About the role

  • Work closely with Accounting, Actuarial, Tax, and Investments to model and consolidate the Annual Operating Summary and quarterly revisions for earnings guidance.
  • Develop and maintain complex financial models that support the annual operating plan, forecast, reporting, and analysis for corporate earnings guidance.
  • Coordinate variance analysis, financial assessment, and trend analysis of the business in support of long-term forecast.
  • Identify, design, and implement enhancements to existing forecasting and reporting processes and systems.
  • Support the development of corporate strategic business analysis and insights for executive talking points.
  • Develop capital planning models, reports, and templates.
  • Partner with business operations to develop the financial business case supporting capital investments and allocation of resources, and measure the impact using IRR, NPV, and ROI.
  • Support the development and implementation of the processes, templates, and governance around financial business case development, KPIs, executive reporting, and progress tracking.
  • Build out and maintain financial models to assess the financial impact of investments/initiatives under various scenarios, and assist business units in analyzing and quantifying the risks and opportunities.
  • Maintain financial oversight and provide recommendations on financial issues to the relevant business unit(s).

Requirements

  • Bachelor’s degree in Finance, Accounting, or Economics with progressive technical and operational business experience.
  • 2+ years of relevant work experience in a public company, working in corporate finance, preferably within the insurance or financial services industry.
  • Holding or actively working towards a CPA, CFA, or MBA is a plus.
  • Demonstrated knowledge of corporate financial planning, reporting, and analysis.
  • Proven analytical skills and financial modeling experience with the ability to collect, organize, analyze, and disseminate information with attention to detail and accuracy.
  • Proven experience in building complex financial models that forecast a company’s income statement, balance sheet, and cash flow.
  • Proven ability to manage multiple tasks and projects simultaneously, to prioritize and meet deadlines.
  • Ability to clearly communicate compelling messages to senior leaders and partners.
  • Strong interpersonal skills and the ability to easily build effective relationships with senior management to become a trusted advisor/partner of the business.
Benefits
  • Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
  • Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
  • Paid holidays and time off to support a healthy work-life balance.
  • Parental leave to help our employees welcome their new additions.
  • Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
  • Company-paid counseling for assistance with mental health, stress management, and work-life balance.
  • Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
  • Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial modelingvariance analysistrend analysiscapital planningIRRNPVROIcorporate financial planningreportinganalysis
Soft Skills
analytical skillsattention to detailcommunicationinterpersonal skillsrelationship buildingproject managementprioritizationdeadline managementstrategic business analysistrusted advisor
Certifications
CPACFAMBA