As a Financial Analyst STP, within USRM Small Commercial Planning team, you will be responsible for supporting the cross-functional financial planning, forecasting and results within USRM. In this role, you will partner with Finance, Product, Distribution, Actuarial, and Insights & Solutions stakeholders to analyze the financial health of the business, develop and regularly update financial forecasts, and help inform key decisions to ensure US Small Commerical is tracking toward long term strategic goals.
Analysts in this role will have the opportunity to independently own the planning and results workstreams for key P&L components for Small Commercial Lines. The ideal candidate for this role is proactive, has a strong financial acumen, excels at collaboration, and is open to challenging the status quo. The ideal candidate for this role thrives in a fast-paced environment, is proactive and intellectually curious, and possesses strong technical capabilities. You will contribute to the organization’s success by driving financial results insights and analyses that provide transparency into our financial position in support of leadership decision-making and USRM growth and profitability goals.
** Level of position offered will be based on skills and experience at manager discretion.**
Job responsibilities:
- Contributes to quarterly forecasting and annual planning process, ensuring timely completion of deliverables and coordination with finance and functional stakeholders
- Drives critical results and trend analysis of financial and operational variances to plan, prior year and forecast. Including assisting with monthly results slides for leadership.
- Cultivates strong relationships with business partners within and outside of Finance to ensure collaboration and provide thoughtful financial analysis informed by operational and business drivers
- Provides sound financial insights and expertise to business partners and stakeholders to inform and improve business outcomes
- Collaborates with functional partners across the organization to drive key profit and growth inputs to plan and forecast
- Partners closely amongst other FP&A members to understand monthly results trends and incorporate into forward looking forecast
- Conducts ad-hoc analyses on emerging plan and forecast related trends and effectively summarizes and communicates results to management
- Communicates effectively with Data Solutions team to drive enhancements to Anaplan planning technology
- Proactively owns and evaluates processes