Finance Planning Consultant; hybrid

Requisition Number
: FINAN
004673

Locations
:

Columbus, OH – Associates Home – Columbus, OH 43206, USA

If you’re excited about this role but don’t meet every qualification, we still encourage you to apply! At Grange, we value growth and are committed to supporting continuous learning and skill development as you advance in your career with us.

Summary: This role is responsible for providing insights and recommendations to leadership through financial analysis, consultation, planning for a major business operations (State, product, business unit, etc.). Coordinating the development and analysis of operational forecasts and budgets. Reporting on financial income, loss and expense measures. Serving as key member of the leadership team.

Role‑Specific Information: This role supports the Operations organization, including our Claims team, Customer Care Center (CCC), and Business Office. Prior experience supporting similar organizations is desired, but not necessary. Beyond the general requirements outlined below, success in this role requires comfort operating in a changing environment, coordinating across Finance, Operations, and Claims, and contributing to evolving data and system initiatives. A proactive, detail‑oriented mindset and strong communication skills are essential.

What You’ll Be Doing:

• Prepares and presents financial forecasts (annual and quarterly), including the analysis of trends and the evaluation of resulting recommendations. Works with senior management to assist in implementing chosen recommendation(s).
• Prepares and presents operational budgets based on actual performance, previous budget figures, estimated revenues, losses, expense forecasts and other factors. Analyzes actual operational results in relationship to plan, allowable, past experience and long‑range objectives.
• Analyzes actual operating budgets to estimated budget. Reports performance provides insights and advises management on recommended options.
• Prepares and presents complex financial data for internal stakeholders as well as external regulatory agencies and other entities. This includes a variety of reports detailing the status of revenue, loss and expenses including unit and activity costs. Identifies trends, highlights variances and recommends adjustments in programs and processes to management as they relate to financial targets.
• Recommends ideas for continuous improvement of financial process and tools, leads the development of the revised process/tool as well as develops plan to implement the ideas and gain alignment across all stakeholders.
• Recommends and takes ownership of new financial analysis techniques and measurements for internal reporting purposes. Leads the development of efficient analytical and planning models that capture key financial data. Prepares a variety of reports analyzing and detailing premiums, losses, and expenses. Performs in‑depth financial analysis including reviews of the impact of variances from plan. Assesses the need to develop corrective action plans.
• Leads the process of defining and building financial planning routines that efficiently leverage data from multiple sources.
• Serves as liaison between assigned business unit leadership and staff financial function. Supports and works with as well as independently of senior finance officer.
• Serves as a lead to update the business partner scorecards and proactively provides insights into variances and helps elevate issues.

What You’ll Bring To The Company:

Bachelor’s degree in finance, accounting, economics or graduate degree strongly preferred (CPA, MBA, CPCU etc.). 5‑10 years of related experience in finance, accounting, insurance, or similar field.

Skills required for success in this role are:

• Time Management
• Detail Orientation
• Self‑Motivated
• Able to work on multiple competing priorities
• Strong analytical skills with strategic mindset
• Problem‑solving orientation
• Strong PowerPoint knowledge
• Hyperion knowledge is a plus
• Solid understanding and working experience with databases
• Strong knowledge of P & C industry is required

About Us:

Grange Insurance Company, with $3.2 billion in assets and more than $1.5 billion in annual revenue, is an insurance provider…