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Financial Planning Manager
Pekin Insurance. Assists with the annual budget process and forecasts throughout the year .
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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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