Manager, Divisional Financial Planning & Analysis

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.

More information is available at www.alliant.com.

SUMMARY 

Responsible for interacting with employees throughout all levels of the organization and provides broad, company-wide analytical support in support of business objectives.  Key responsibilities include management reporting and analysis, financial modeling, forecasting, budgeting, partnering with IT on business intelligence (BI) projects, mentoring and supervising other FP&A team members, and completing special projects for management. 

ESSENTIAL DUTIES AND RESPONSIBILITIES  

Provides analytical support to various functional units of the business; analyzes and interprets financial results.

Assists with the preparation of materials for monthly business reviews, investor calls, and other presentations.

Provides analytical insight based upon deep understanding of business objectives, issues, and root causes.

Sets best-in-class reporting standards.  Leads the development and preparation of ad hoc and standard management reports, tailoring the format and content to the specific needs of various internal customers.

Applies a wide range of analytical and statistical techniques to independently construct sophisticated financial models.  Uses results of modeling to provide decision support and recommendations to
leadership.

Sets standards for planning templates and reports, develops sound global assumptions, constructs plans, identifies and analyzes variances and decision trade-offs, and makes recommendations on how to improve business results.

Integrates diverse sets of financial and operational data to generate business insight.

Develops clear and informative methods of presenting key findings to management.

Proactively drives continuous improvements and best practices within the FP&A and broader organization to reduce error rates and maximize productivity and efficiency.

Completes special projects as assigned to support corporate objectives.

Mentors and supervises other team members.

Comply with agency management system data standard and data integrity (enter and maintain complete and accurate information).

Other duties as assigned.

QUALIFICATIONS 

EDUCATION / EXPERIENCE 

Bachelor's Degree in Accounting, Finance, Economics, Mathematics or related field equivalent combination of education and experience

Graduate degree

Eight (8) or more years related work experience; specifically in a FP&A role

Certified Corporate FP&A Professional

Certified Public Accountant (CPA)

Certified Financial Planner-CFP Board

SKILLS

Strong understanding of financial computer systems and data systems

Advanced proficiency in Microsoft Office Suite

Excellent verbal and written communication skills, and polished presentation skills

Excellent ability to interpret and analyze financial statements

Strong mathematical ability, including understanding of algebraic functions and statistical forecasting methods

Mastery of data management, financial systems, and other analytical tools

Strong ability to leverage various financial systems and BI tools to produce insightful reports and analyses

Strong planning, organizational, and time management skills

Highly proactive; actively seeks opportunities for process improvement

Project management experience successfully leading cross-functional teams

Ability to interact professionally with employees across all levels of the organization

Works well both independently and as a member of a team

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

For immediate consideration for this position, please click on the "Apply" button.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [email protected]

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits