Financial Planning Manager

Pekin Insurance

Financial Planning Manager at Pekin Insurance providing accurate financial analysis and budget management. Collaborating with teams for financial improvement and operating with authority across departments.

Posted 5/12/2026full-timePekin • Illinois • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Assists with the annual budget process and forecasts throughout the year
Reviews financial results of the enterprise to develop suggestions for financial improvement and cost reduction
Conducts financial analysis and reporting of actual results in comparison to the financial plan
Analyzes and reports expense trends including variances to forecast/budget as well as key expense metrics and benchmarks
Prepares various statistical reports required by management throughout the year
Collaborates with department personnel, management, and senior management for budget, forecast, and corporate plan reporting
Assists with collection of data and preparation of the annual expense budget and forecast for both the P&C and Life companies
Assists in communicating budget to actual results to management by providing analyses, identifying trends, and researching expense activity
Assist in the preparation of forecasted financial statements (P&L, BS, Cash Flow)
Assists in preparation and analysis of other financial components of the forecast including premiums, losses, and profitability ratios
Assists in preparation of annual expense allocations by line of business
Performs other duties as assigned

Requirements

What you’ll need

Bachelor’s degree in Accounting or Finance required
Typically requires 6+ years of related experience
Typically requires 4+ years prior supervisor or manager experience
Typically requires 1-3 years of forecasting & budgeting experience
Certified Public Accountant (CPA or MBA) and/or insurance designation preferred
Demonstrated ability to communicate effectively in both oral and written form
Demonstrated knowledge of Generally Accepted Accounting Principles (GAAP)
Microsoft Office software - Excel

Benefits

Comp & perks

Flexible work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysisbudgetingforecastingfinancial reportingexpense analysisstatistical reportingfinancial statements preparationprofitability ratiosexpense allocationscost reduction

Soft Skills

communicationcollaborationanalytical thinkingproblem-solvingleadership

Certifications

Certified Public Accountant (CPA)MBAinsurance designation