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Budget Analyst
WoodmenLifeBudget Analyst supporting financial planning and analysis within a life and annuity insurance company. Partnering with business leaders and assisting with budgeting and expense management.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and analysis, with a strong focus on budgeting, expense management, and strategic decision support. Capable of translating complex financial concepts into actionable insights while fostering business partnerships and managing relationships effectively.
Highest-signal resume keywords
Financial PlanningBudgetingExpense ManagementAnalytical SkillsBusiness Partnership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisBudget Variance AnalysisExpense Driver AnalysisRolling ForecastsMulti-Year Expense PlanningStatutory AccountingRisk-Based CapitalAsset/Liability ManagementSensitivity AnalysisDecision-Oriented Analysis
Soft Skills
Communication SkillsInfluencing SkillsCritical ThinkingIntellectual CuriosityRelationship Management
Industry Keywords
InsuranceFinancial ServicesLife and AnnuityRegulated Environment
About the role
Key responsibilities & impact- Act as the primary FP&A partner to assigned business leaders, supporting them in setting, monitoring, and managing operating budgets
- Develop a strong understanding of key expense drivers, including:
- Staffing and organizational design
- Vendor relationships
- Technology and systems
- Strategic and operational initiatives
- Provide insight and constructive challenge on:
- Cost trends and emerging risks
- Budget variances and root causes
- Opportunities for efficiency or reinvestment
- Support leaders in identifying, quantifying, and tracking expense management initiatives against established targets
- Support the annual budgeting process by coordinating inputs from business leaders and ensuring alignment with enterprise financial goals
- Prepare rolling forecasts and expense outlooks, incorporating:
- Emerging trends
- Business decisions
- Changes in assumptions
- Analyze actual results versus budget and forecast, clearly explaining drivers and implications to business partners
- Assist in the development of multi‑year expense plans aligned with strategic objectives and growth expectations
- Partner with FP&A leadership, actuarial, and accounting teams to support the development of a 3‑ to 5‑year financial plan, including:
- Expense trajectories
- Profitability considerations
- Capital and scale implications
- Identify and model key financial levers affecting long‑term performance, such as:
- Scale and growth
- Productivity and efficiency
- Expense mix
- Business and assumption sensitivity
- Develop clear, decision‑oriented analyses that help leaders understand the financial implications of strategic and operational decisions
- Support scenario and sensitivity analysis related to:
- Expense levels
- Organizational changes
- Strategic initiatives
- Contribute to executive‑level materials summarizing:
- Expense performance
- Key risks and opportunities
- Forward‑looking insights
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, Economics, or a related field (advanced degree preferred)
- 5–8+ years of experience in financial planning, analysis, budgeting, or related finance roles
- Demonstrated experience partnering directly with business leaders on budgeting and decision support
- Strong analytical, communication, and influencing skills
- Experience in insurance or financial services environments preferred, particularly life and annuity businesses
- Experience in insurance or financial services, particularly within a regulated environment.
- Knowledge of statutory accounting, risk‑based capital, and asset/liability management concepts.
- Demonstrated ability to learn quickly and apply critical thinking strategies.
- Commitment to the following competencies:
- Business partnership and relationship management
- Expense management and cost‑driver analysis
- Long‑range financial thinking
- Ability to translate complex financial concepts into clear, actionable insights
- Intellectual curiosity and willingness to challenge assumptions constructively
Benefits
Comp & perks- health, dental, vision, 401(k), life insurance, and more