Manager - Expense Planning & Analysis

833 E Michigan Street Suite 600, Milwaukee , Wisconsin 53202 , United States

Looking to join a vibrant organization that makes a difference?

As part of the Church Mutual team, you'll work with some of the most experienced and knowledgeable people in the industry and achieve your own growth and career satisfaction while finding fulfillment in serving those who serve others. We foster a workplace where all employees are treated with dignity and respect; diversity, inclusion and belonging are woven into the fabric of our company through our customers, employees, leadership, business relationships and outreach programs.

Join us and Stand for Good.

BASIC

PURPOSE:

The Manager – Expense Planning & Analysis l eads enterprise budgeting, forecasting, workforce planning, expense management, and financial analysis activities. This position serves as a strategic finance partner to business and executive leadership by translating financial and operational information into actionable insights, scenarios, and recommendations. The manager develops FP&A talent, strengthens financial governance, and drives continuous improvement through advanced analytics, automation, generative AI, and modern planning technologies.

PRIMARY

JOB RESPONSIBILITIES:

• Lead, coach, and develop Expense Management team members; establish priorities, allocate resources, manage performance, and build capabilities aligned with the evolving needs of the finance function.
• Promote a culture of accountability, collaboration, continuous learning, sound judgment, and constructive challenges.
• Provide clear goals, timely feedback, meaningful development opportunities, and effective succession and workforce planning for the Expense Management team.

• Own and continuously enhance enterprise processes for annual budgeting, rolling forecasts, workforce planning, capital planning, and multi-year strategic financial planning.
• Develop driver-based forecasts and scenario analyses that connect financial outcomes to business volumes, operational assumptions, strategic initiatives, and external conditions.
• Oversee consolidated expense and staffing forecasts, including salaries, employee benefits, discretionary expenses, capital expenditures, and other significant cost categories.
• Monitor forecast accuracy, explain material variances, identify emerging risks and opportunities, and recommend actions to improve financial performance.
• Serve as a trusted finance partner to officers, senior leaders, and department leaders by providing objective analysis, constructive challenges, and clear financial recommendations.
• Lead or support business cases, cost-benefit analyses, investment evaluations, and post-implementation reviews for significant initiatives and projects.

• Lead the preparation and delivery of monthly, quarterly, and annual financial reporting that compares actual results with plan, forecast, prior year, and relevant operational measures.
• Ensure financial analyses and presentations are accurate, reconciled, appropriately documented, and tailored to the needs of the intended audience.

• Identify and implement opportunities to simplify, standardize, and automate expense processes while maintaining appropriate financial controls and auditability.
• Identify, evaluate, and implement responsible uses of generative AI, automation, and agent-enabled workflows within forecasting, variance analysis, management reporting, scenario modeling, and financial narrative development.
• Develop, test, and refine structured prompts and finance-focused AI agents that improve…