<p>Summary</p> <ul> <li>Serve as a key participant in the operating expense monthly close, annual planning, and recurring forecasting processes. </li><li>Partner with business areas to analyze financial data, explain financial trends, and recommend cost reductions. </li><li>May lead, train, mentor, and/or guide less experienced staff members. </li><li>Serve as subject matter expert on financial planning and analysis issues. </li><li>Collaborate with other departments to assist with planning, forecasting, etc.; and to gather and provide information. </li></ul> <p>Responsibilities</p> <ul> <li>Provide critical assistance and support in the operating expense monthly close, annual planning and recurring forecasting processes; ensure that processes are completed accurately and timely. </li><li>Partner with business area management and staff to analyze financial data to provide greater understanding of financial trends, and to develop and make recommendations for cost reductions </li><li>Provide monthly operating expense reporting to business areas that details performance and documents emerging risks and opportunities; assist in trend analysis to identify areas for financial improvement. </li><li>Develop operating expense components of the annual plan and recurring forecasts for assigned business areas. </li><li>Design and implement new processes to improve efficacy of planning and forecasting functions. </li><li>Participate in ad hoc team projects and business case support as needed </li><li>May be required to travel to client/business location to provide assistance and process oversight. </li></ul> <p>Qualifications</p> <ul> <li>Bachelor's Degree in Accounting or Finance </li><li>5 - 8 years of relevant professional work experience required </li><li>3 - 5 years' progressive experience in financial analysis roles, preferably in an insurance finance environment required </li><li>Ability to mentor, guide, train, and lead staff and/or processes. preferred </li><li>Excellent communication skills (verbal, written, presentation, interpersonal) with all types/levels of audiences required </li><li>Ability to absorb, interpret, and communicate information, both financial and non-financial. required </li><li>Strong written and verbal communication skills both Finance and non-finance management and staff required </li><li>Demonstrated ability to produce clear and concise financial analysis and reports required </li><li>Proficiency with MS Office (Strong working knowledge of Excel and PC applications required </li><li>Experience with Oracle general ledger and Hyperion SmartView experience, or equivalent platforms required </li><li>Statutory financial reporting experience. preferred </li></ul> <p>Additional Information</p> <ul> <li>Requisition ID: 1000002368 </li><li>Hiring Range: $72,000-$138,000 </li></ul>