Manager, Financial Analysis – Personal Insurance

• Prepare, evaluate, and validate financial and operational reports focusing on improving the process of completing these tasks and the effectiveness of the content delivered while ensuring accuracy.
• Perform and review analysis and interpret trends and variances in business performance, interacting with cross functional peers on a frequent basis.
• Perform testing and validation of data and analyses having a general understanding of data limitations and gaps.
• Synthesize and present exhibits, results, observations, and recommendations to direct manager, team members and/or cross functional peers with the ability to answer some questions.
• Begin to manage the creation of complex analyses to support business strategy.
• Review competitor press releases, SEC filings, and industry trade press for helpful insights, linking key themes together and identifying applicability to departmental strategies.
• Participate in projects that involve complex analysis and implementation of non-complex, routine business and financial regulatory changes relating to financial reporting, such as reorganizations, mergers and acquisitions, etc.
• Provide coaching, training, and mentoring.
• If a manager of people, effectively oversee and engage direct reports and perform management activities such as performance management, career development, and talent acquisition.
• Perform other duties as assigned.

• Bachelor’s degree in Finance, Accounting, Economics, or pursuing a Master’s in Business Administration with a concentration in finance or accounting or professional designations such as CPA, CMA or comparable advanced professional education.
• Experience with Financial Analysis concepts, principles and processes and accounting practices and principles.
• Excellent communication skills with the ability to consult on projects and present information effectively.
• Ability to influence team members and management.
• Strong data analysis skills with the ability to interpret trends and provide insights and recommendations to business partners.
• Manage multiple projects simultaneously and follow through to ensure timely completion.
• Ability to think strategically and use judgement to resolve issues as they arise.
• Experience using Microsoft Office (e.g. Excel, Word, Outlook, PowerPoint) and Financial Reporting Software (e.g. TM1, Essbase, Hyperion, etc.).
• Three years of finance, financial planning, accounting, or related experience.

Demonstrates strong financial analysis and data interpretation skills, with the ability to synthesize insights and present recommendations effectively. Proficient in managing multiple projects and mentoring team members while ensuring compliance with financial reporting standards.

• Financial Analysis
• Data Analysis
• Microsoft Office
• Financial Reporting Software
• Bachelor’s Degree in Finance

• Financial Analysis
• Accounting Principles
• Data Interpretation
• Trend Analysis
• Project Management

• Excellent Communication
• Influencing Skills
• Strategic Thinking
• Judgment
• Coaching and Mentoring

• CPA
• CMA
• Master’s in Business Administration

• Financial Reporting
• Business Strategy
• Regulatory Changes
• Mergers and Acquisitions
• Competitor Analysis

• Microsoft Excel
• Microsoft Word
• Microsoft Outlook
• Microsoft Power Point
• TM1
• Essbase
• Hyperion