Own monthly reporting, forecasting, and outlook development for assigned EB business functional expenses
Drive the development of periodic expense outlooks and the annual operating plan, ensuring assumptions align with business strategy and growth objectives
Build and present outlook walks that clearly explain changes between forecast periods and articulate underlying drivers
Review staffing projections and hiring timelines to accurately reflect expense impacts
Ensure accurate accounting of financials for monthly operating expense reserves and product allocations
Develop and evolve KPIs, operational metrics, and trend analyses to deepen insight and increase frequency of monitoring
Partner with the staff modeling team to assess drivers, assumptions, and alternative metrics to support multi‑year outlooks that align to strategic objectives and growth plans.
Drive continuous improvement in reporting, forecasting, and analytics through automation, advanced tooling, and elimination of low‑value activities
Leverage existing and emerging technologies to increase FP&A capacity and elevate insights, including planning tools, business intelligence platforms, and data automation solutions
Contribute to the team’s evolution toward more predictive and prescriptive analytics that provide deeper insight and forward-looking impacts
Serve as a trusted thought partner to business and finance leaders, framing complex problems and recommending financially sound solutions
Apply a financial lens to customer and business inputs, using metrics and data to challenge assumptions and drive efficiency
Translate complex financial and operational information into clear, compelling stories and executive‑ready materials

Requirements

5+ years of progressive finance experience
Strong analytical and critical-thinking skills, with the ability to synthesize complex data into actionable insights
Advanced Excel and financial modeling skills; strong PowerPoint / presentation capabilities
Experience with TM1/Planning Analytics and business intelligence tools (e.g., Power BI) preferred
Working knowledge of data structures, data sources, and techniques for transforming unstructured data into structured, analyzable formats
Interest in leveraging automation, analytics, and emerging technologies (e.g., RPA, AI/ML) to increase insight and capacity within FP&A
Familiarity with insurance accounting and reporting, including knowledge of GAAP concepts
Excellent written and verbal communication skills, with comfort presenting to senior stakeholders
Ability to learn new tools and technologies quickly and adapt to evolving business needs
Demonstrated ability to manage multiple priorities, work independently, and collaborate effectively across teams
An undergraduate degree in finance, accounting, or related field is preferred. CPA or MBA is a plus.

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial modelingdata analysisKPI developmentforecastingreportingtrend analysisautomationdata transformationExcelPowerPoint

Soft Skills

analytical skillscritical thinkingcommunication skillspresentation skillsproblem-solvingcollaborationindependenceadaptabilitytime managementstorytelling

Certifications

CPAMBA