Lead Specialist, Financial Planning and Analysis - Capital FP&A
About the position Serve as a top subject matter expert within the Financial Analysis group performing accounting, financial reporting and analysis functions. Apply financial knowledge and judgment to activities that are diverse and complex to validate the integrity of financial analysis.
Responsibilities
- Utilize subject matter expertise to lead or participate in large cross-functional projects.
- Review and interpret data to determine past performance and/or project financial results for the most complex assignments.
- Share information with others and aid in planning of next steps for financial data.
- Deliver a higher level of financial analysis understanding to aid in solving problems in unique ways.
- Demonstrate technical expertise on management reporting for capital generation, functioning as a subject matter expert.
- Collaborate with leaders and management to implement new policies and procedures.
- Recommend and lead implementation of changes to processes to achieve efficiencies through the use of technology.
- Create communications for complex messages to a variety of audiences at the strategic and operational levels.
- Develop solid business relationships with all levels of management; partner with senior management to meet business goals.
- Act as a process owner, as needed, to ensure top performance in a control environment.
Requirements
- Bachelor’s degree in accounting or finance, or equivalent experience
- Ten years of financial analysis experience, including work in the insurance, financial services or investment management industry
- Expert knowledge of accounting/finance
- Analytical and problem solving skills
- Strategic thinker able to communicate on business/market and legislative issues at a macro level
- Organizational and prioritization skills, and the ability to make timely decisions using the appropriate information
- Excellent written/oral communication and presentation skills to provide complex information to diverse audiences
- Advanced computer skills in MS Office, Excel and financial business systems
Nice-to-haves
- Extensive knowledge of NAIC Risk Based Capital requirements, insurance products, management reporting, and analysis.
- Knowledge of statutory reporting requirements for US Life Insurance entities.
- Experience with Oracle ERP, including planning and forecasting
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Paid Time Off starting at 160 hours annually for employees in their first year of service.
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
Apply tot his job Apply To this Job