Manager, Divisional Financial Planning & Analysis
Quick facts
- Schedule: Full-time
- Location: San Diego, CA
- Education: Bachelor's degree
About this job
Manager of financial planning and analysis at a major insurance brokerage, supporting company-wide reporting, forecasting, budgeting, and business intelligence projects. Supervises FP&A team members and provides analytical insight to leadership across all organizational levels.
Good fit if you have 8+ years FP&A experience, strong financial modeling skills, and expertise with financial systems and BI tools.
Full job description
Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
More information is available on the company's website at: >.
SUMMARY
Responsible for interacting with employees throughout all levels of the organization and provides broad, company-wide analytical support in support of business objectives. Key responsibilities include management reporting and analysis, financial modeling, forecasting, budgeting, partnering with IT on business intelligence (BI) projects, mentoring and supervising other FP&A team members, and completing special projects for management.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Provides analytical support to various functional units of the business; analyzes and interprets financial results.
Assists with the preparation of materials for monthly business reviews, investor calls, and other presentations.
Provides analytical insight based upon deep understanding of business objectives, issues, and root causes.
Sets best-in-class reporting standards. Leads the development and preparation of ad hoc and standard management reports, tailoring the format and content to the specific needs of various internal customers.
Applies a wide range of analytical and statistical techniques to independently construct sophisticated financial models. Uses results of modeling to provide decision support and recommendations to leadership.
Sets standards for planning templates and reports, develops sound global assumptions, constructs plans, identifies and analyzes variances and decision trade-offs, and makes recommendations on how to improve business results.
Integrates diverse sets of financial and operational data to generate business insight.
Develops clear and informative methods of presenting key findings to management.
Proactively drives continuous improvements and best practices within the FP&A and broader organization to reduce error rates and maximize productivity and efficiency.
Completes special projects as assigned to support corporate objectives.
Mentors and supervises other team members.
Comply with agency management system data standard and data integrity (enter and maintain complete and accurate information).
Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's Degree in Accounting, Finance, Economics, Mathematics or related field equivalent
combination of education and experience
Graduate degree
Eight (8) or more years related work experience; specifically in a FP&A role
Certified Corporate FP&A Professional
Certified Public Accountant (CPA)
Certified Financial Planner-CFP Board
SKILLS
Strong understanding of financial computer systems and data systems
Advanced proficiency in Microsoft Office Suite
Excellent verbal and written communication skills, and polished presentation skills
Excellent ability to interpret and analyze financial statements
Strong mathematical ability, including understanding of algebraic functions and statistical forecasting methods
Mastery of data management, financial systems, and other analytical tools
Strong ability to leverage various financial systems and BI tools to produce insightful reports and analyses
Strong planning, organizational, and time management skills
Highly proactive; actively seeks opportunities for process improvement
Project management experience successfully leading cross-functional teams
Ability to interact professionally with employees across all levels of the organization
Works well both independently and as a member of a team
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