Financial Planning and Analysis Associate

This person will have direct financial operations within area of responsibility by ensuring accurate and timely achievement of financial reports, collaborating with key stakeholders on opportunities for continuous improvement and providing strategy and vision around financial planning processes.  Will assist in the business planning process and develop an end to end process for budget delivery. 

Responsibilities include leading the five year business planning process including identify key initiatives and resources; performance targets; analyzing and interpreting operating results and trend requirements; execute financial strategy in the development and maintenance of the financial planning process by regularly analyzing and reviewing financial data, testing financial analysis models and providing senior management with recommended action plans for process improvement. 

Qualified candidates will have 3+ years of relevant experience; experience in the insurance industry strongly preferred; Financial Planning & Analysis experience; extensive experience in a financial role; data analysis & reporting experience; increasing levels of responsibility.  Bachelor’s degree with major in quantitative field (e.g. Accounting, Economics, Engineering, Finance, Mathematics); MBA preferred; Certified Public Accountant (CPA) or Charter Financial analyst (CFA) preferred.