Senior Financial Analyst, FP&A

Overview

As the Senior Financial Analyst, FP&A (Financial Planning and Analysis), you will play a key role in supporting The Mutual Group (TMG) and its member institutions through comprehensive financial planning, budgeting, forecasting, and analysis. You will actively participate in strategic financial discussions, delivering insights that drive decision-making and help define key performance indicators to assess the financial health of both TMG and its members.

Finance

• Prepare financial plans and analytical reports that align with organizational strategy. Provide consolidated financial analysis across TMG and its member institutions, ensuring consistency, accuracy, and strategic alignment in all financial reporting.
• Develop financial analysis, forecasting and business intelligence efforts to ensure efficient financial operations. Prepare consolidated analysis results and make recommendations for effective financial planning, management and expense control.
• Support the annual financial plan creation process. Assist in financial reforecasts and projections on a regular basis throughout the year.
• Anticipate and analyze financial challenges and opportunities before the business impact is critical.
• Ensure appropriate allocations between divisions and across product lines, including expense allocations, analysis and by-line financials, in coordination with Data Hub.
• Support functional expense analysis (Example: Claims, Finance, Legal, etc.). Work with leaders to understand and develop budgets and provide monthly expense analysis throughout the year.
• Partner with the business to proactively identify and drive improvements in performance and expense management. Positively impact key financial measures and overall corporate results.
• Gather and analyze qualitative and quantitative information impacting effective financial performance and efficiencies. Provide and support appropriate financial benchmarking comparisons for competitive analysis and expense improvement efforts.
• Prepare reports and presentations for senior management, Board of Directors, member institutions and other key relationships.
• All other duties as assigned.

• Bachelor's degree in Finance, Accounting, Economics or related field, or equivalent combination of training and experience.
• Four (4+) years of financial planning and analysis experience with a financial service company or consulting company in progressively responsible roles.
• Solid knowledge of financial planning and analysis concepts, terminology and techniques.
• Proficiency with Microsoft applications including PowerPoint, Excel.
• Ability to communicate clearly, concisely with business partners, stakeholders and build relationships.
• Broad knowledge of insurance operations, financial data, GAAP requirements and general regulatory requirements highly desired.
• Experience with Workday, planning or other management reporting systems preferred.

• Anticipated Hiring Range: $90,000 - $110,000 annual base salary depending on experience, qualifications, and geographic location

• Competitive base salary plus incentive plans for eligible team members
• 401(K) retirement plan that includes a company match of up to 6% of your eligible salary
• Free basic life and AD&D, long-term disability and short-term disability insurance
• Medical, dental and vision plans to meet your unique healthcare needs
• Wellness incentives
• Generous time off program that includes personal, holiday and volunteer paid time off
• Flexible work schedules and hybrid/remote options for eligible positions
• Educational assistance

The Mutual Group is an Equal Opportunity Employer. It is our policy to recruit, hire, train and promote individuals in all job classifications without regard to race, color, religion, sex, national origin, age, veteran status, disability, sexual orientation, gender identity or any other characteristic protected by law.

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The Mutual Group participates in the E-Verify program and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. You are protected from employment discrimination based on your citizenship status and national origin.

E-Verify Program Overview

E-Verify Participation Poster

All offers of employment are contingent upon the successful completion of a background check.

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