Principal Financial Analyst
Core
Strategic finance leader providing financial insights, forecasting, profitability analysis, and decision support to drive business performance and growth for the Asset Protection Division.
Role type
Principal Financial Analyst (FP&A)
Builds
Financial models, forecasts, budgeting plans, and strategic recommendations for executive leadership.
Domain
Insurance / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Advanced financial modeling, forecasting, budgeting, variance analysis, strategic planning, profitability analysis, executive presentation, stakeholder management, data analysis, KPI development, process improvement
Preferred skills
CPA, MBA, CFA, insurance industry experience, public accounting background, finance transformation leadership, advanced BI tool expertise
Technologies
Power BI, SQL, Python, TM1, Hyperion, Anaplan
Responsibilities
Develop and maintain financial models for earnings, premiums, claims, and cash flow; lead forecasting and long-range planning; analyze business performance and profitability across segments; prepare executive-level financial reports and presentations; partner with business leaders on growth opportunities and capital allocation; lead process improvement and automation initiatives.
Seniority
Principal, strategic advisor & hands-on IC