AVP, Financial Planning & Analysis
Core
Analyze financial results, identify trends, and provide actionable insights to support strategic decision-making, forecasting, and reporting for senior leadership.
Role type
Senior IC financial planning and analysis manager
Builds
Management financial reports, forecasts, and strategic business cases
Domain
Insurance and financial services
Deliverable
dashboards & analysis
Required skills
Financial modeling, Excel proficiency, financial analysis, strategic planning, process improvement, data-driven decision-making, stakeholder communication
Preferred skills
CFA or CPA certification, experience with TM1 or Oracle financial planning systems, insurance industry experience
Technologies
Excel, TM1, Oracle
Responsibilities
Analyze financial results and identify trends; prepare and present financial reports for senior leadership; support financial cycles including strategic planning and actual closes; conduct ad-hoc analysis for strategic initiatives; collaborate with regional finance teams on performance drivers; seek process improvements and automation opportunities
Seniority
Senior, hands-on IC