Financial Planning and Analysis Manager
Penn Mutual
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $115,000 - $130,000 per year
About the role
- Lead the annual budgeting and quarterly forecasting processes for corporate and field distribution units.
- Build, maintain, and improve robust financial models to forecast revenue, commissions, operating expenses, headcount, and profitability.
- Partner with business leaders to align financial forecasts with operational strategies and business initiatives.
- Prepare monthly and quarterly financial reporting packages, including KPI dashboards, variance analysis, trend reports, and executive level summaries.
- Analyze financial performance for firms, financial professional compensation structures, product revenue channels, and expense categories.
- Identify business risks, emerging trends, and opportunities for revenue optimization or cost efficiencies.
- Act as a finance partner to distribution leaders, field offices, and operational management.
- Provide data driven insights that support recruiting, productivity improvement, territory expansion, and financial professional retention efforts.
- Educate nonfinance stakeholders on financial concepts to support better decision making.
- Support the implementation or optimization of financial systems, BI tools, and data automation.
- Drive standardization of reporting and analytical approaches across the organization.
- Support strategic initiatives such as new compensation design, geographic expansion analysis, product profitability, and cost benefit evaluations.
- Conduct ad hoc analyses for senior leadership and contribute to board level reporting materials.
Requirements
- 5-7 Years of experience in financial analysis
- A minimum of 7 years’ experience in a financial analysis role
- Strong working knowledge of life insurance products and concepts required
- Strong working knowledge of wealth management financial professional compensation
- Strong knowledge of firm financial structures required
- H.S. Diploma or Equivalent Required and Bachelor's Degree Preferred
- Licenses: FINRA Series 7 Preferred, FINRA Series 24 Preferred, FINRA Series 63 Preferred
Benefits
- Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial modelingbudgetingforecastingvariance analysisKPI dashboardsdata analysisreportingcost benefit analysisdata automationfinancial performance analysis
Soft Skills
communicationcollaborationanalytical thinkingproblem solvingeducating stakeholdersstrategic thinkingleadershipinsight generationrisk identificationdecision making
Certifications
FINRA Series 7FINRA Series 24FINRA Series 63