Senior Analyst, Financial Planning & Analysis
Core
Primary finance business partner for specialty departments, driving budgeting, forecasting, variance analysis, and headcount planning.
Role type
Senior FP&A Analyst (Specialty)
Builds
Financial models, business cases, dashboards, and reporting tools
Domain
Insurance / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Budgeting, forecasting, variance analysis, financial modeling, headcount planning, cost reduction tracking, reporting automation, Excel proficiency, stakeholder engagement
Preferred skills
Insurance industry experience, Workday ERP knowledge, Office Connect familiarity
Responsibilities
Lead annual budget, monthly forecast, and long-range planning processes; Perform monthly actual-to-budget and year-over-year variance analysis; Partner with department leaders on headcount planning and expense management; Identify and report on cost reduction initiatives; Develop financial models and dashboards to support decision-making; Support process enhancements and reporting automation.
Seniority
Senior, hands-on IC