Financial Planning and Analysis

• Support core FP&A processes and models for Workforce Benefits Division.
• Execute monthly operational reviews and deliver decision-ready operational reviews highlighting trends, risks, and opportunities.
• Contribute to quarterly financial reporting and sales planning/forecasting.
• Maintain financial plan model and build and run dynamic monthly staffing models for volume-driven roles.
• Support expense management activities and analyze activity-based costs.
• Lead divisional reporting efforts including forecasting, quarter-close reviews, and financial planning deliverables.
• Partner with finance leadership and partners across Distribution, Operations, Underwriting, and Technology to execute processes and provide decision-making support.

Financial Analysis Consultant

Senior Lead Credit Risk and Approval Officer – Corporate and Investment Banking Risk

Senior Financial Planning and Analysis Manager

Vice President, Investments Underwriting

Senior Offer Development Strategist, Financial Planning & Coaching

Finance Analyst III – Healthcare