AD Financial Analysis - FF07AE

We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.

The Assistant Director will be a key member of the Financial Planning & Analysis (FP&A) team, supporting the Middle and Large Commercial (MLC) organization.

The position requires strong partnership with both Business and Finance leaders to provide financial support, strategic analysis, and business insight. The role is responsible for annual budgeting, periodic forecasts, monthly financial analysis, and management reporting, as well as engaging in ad-hoc requests and special projects.

• Primary Finance point of contact and subject matter expert for 2 MLC business units, including analysis, reporting, and forecasting.
• Develop 3-year forecasts for written premium and direct expenses through effective partnerships with business leaders and other support departments (Expense, Actuarial, Reinsurance); these forecasts affect earnings guidance at the broader company level
• Provide analytical support and financial guidance to our business partners to enhance the decision-making process and to achieve their operating plan/targets (Revenue growth, Earnings, ROE and other key metrics).
• Analyze, monitor, interpret, and effectively report results for business units, including variance analysis vs Budget and Prior Year, monitoring business trends and highlighting any risks/opportunities.
• Responsible for the accuracy, timeliness, and relevance of financial and management reporting.
• Prepare monthly reporting packages (Actual and Forecast) and present results in business review meetings.
• Continuously improve and streamline reporting processes and analyses through customer feedback and applied learnings/experience in the role to improve efficiency.
• Engage in ad-hoc analysis and special projects to support the CFO and business as needed.
• Develop strong working relationships throughout MLC and the Finance organization and be a valuable contributor in the development and execution of the MLC strategy.

• 5+ years of finance experience
• Bachelor's degree in finance, accounting, or related field is preferred, CPA or MBA is a plus.
• Strong Excel skills and PowerPoint skills; TM1 experience a plus.
• Familiarity with insurance accounting and reporting
• Candidate must be highly motivated, inquisitive, detail-oriented, and performance driven with a strong sense of accountability
• Strong analytical skills, with a proven track record of taking initiative to research and resolve issues
• Ability to learn quickly and assimilate new applications
• Ability to react quickly, while successfully balancing multiple competing priorities in a dynamic, fast-paced work environment, with strong attention to detail
• Excellent verbal and written communication skills and interpersonal skills
• Proven ability to work effectively in a team environment and to demonstrate professionalism while interacting with personnel at various levels through-out the enterprise