Lead Financial Analyst, FP&A

Summary Serve as a key participant in the operating expense monthly close, annual planning, and recurring forecasting processes. Partner with business areas to analyze financial data, explain financial trends, and recommend cost reductions. May lead, train, mentor, andor guide less experienced staff members. Serve as subject matter expert on financial planning and analysis issues. Collaborate with other departments to assist with planning, forecasting, etc.; and to gather and provide information.Responsibilities 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. 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 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. Develop operating expense components of the annual plan and recurring forecasts for assigned business areas. Design and implement new processes to improve efficacy of planning and forecasting functions. Participate in ad hoc team projects and business case support as needed May be required to travel to clientbusiness location to provide assistance and process oversight. Qualifications Bachelor's Degree in Accounting or Finance 5 - 8 years of relevant professional work experience required 3 - 5 years' progressive experience in financial analysis roles, preferably in an insurance finance environment required Ability to mentor, guide, train, and lead staff andor processes. preferred Excellent communication skills (verbal, written, presentation, interpersonal) with all typeslevels of audiences required Ability to absorb, interpret, and communicate information, both financial and non-financial. required Strong written and verbal communication skills both Finance and non-finance management and staff required Demonstrated ability to produce clear and concise financial analysis and reports required Proficiency with MS Office (Strong working knowledge of Excel and PC applications required Experience with Oracle general ledger and Hyperion SmartView experience, or equivalent platforms required Statutory financial reporting experience. preferred

Created: 2025-03-08