Senior Financial Planning & Analysis Analyst - Remote

Senior Financial Planning & Analysis (FP&A) Analyst

At Preferred, we understand the importance of holistic health. To meet the diverse needs of our employees, we offer a comprehensive set of benefits:

Financial:
Short-term disability, long-term disability, and life insurance coverage are provided at no cost. Optional benefits include enhanced life insurance and critical illness plans. 401k plan with an employer contribution that you will receive regardless of your own contribution to the plan. A cash-balance pension plan. Student Loan Repayment Assistance. A short-term incentive plan for all employees.

Social:
Generous paid time off, offering of 25 days at hire (prorated based on start date for the first year). 7 days of paid sick leave. 10 paid company holidays. Personalized paid time off after 3 years!

Emotional:
Access to 26 sessions with a Better Help therapist each year for you and up to 5 dependents, as well as access to all of Better Help's group and digital resources. Access to Family First, a team of care experts who can provide you and your loved ones 1:1 assistance with a variety of caregiving solutions, from elder care to legal and financial challenges, insurance and Medicare navigation, and more!

Physical:
Medical, dental, and vision coverage options begin on the first day of employment. Health Savings Accounts (with a generous employer contribution!).

Your purpose and function in our company:

The Senior Financial Planning & Analysis (FP&A) Analyst will be part of Preferred Mutual's (PMIC's) Finance, Risk & Compliance team and will have responsibility for financial planning, budgeting, expense analysis and forecasting processes across the company, while also supporting the development and enhancement of internal financial reporting.

The successful candidate will partner closely with Accounting to translate results into forward-looking financial insights. They will participate in a range of analytical activities that help departments across PMIC better understand financial and operational results, leading to increased efficiency and lower expense levels.

Responsibilities of the Senior FP&A Analyst:

• Supports PMIC leadership across all key areas of the company with financial analysis, reporting, and planning needs
• Ownership of the annual planning and budgeting process for PMIC
• Partners with the Accounting team to analyze monthly and quarterly results
• Prepares financial projections for the quarter and balance of year (BOY)
• Delivers monthly and quarterly management reporting, including trend analyses, commentaries, and charts
• Compiles monthly and quarterly reporting on industry peers' results and metrics
• Identifies drivers and trends in financial and business metrics, and packages these insights for senior management review and discussion
• Partners with members of the Accounting team to help design and implement internal financial reporting frameworks that anticipate and address the company's evolving needs.
• Perform ad hoc analysis and special projects as needed.
• Other additional responsibilities as assigned.

Key capabilities for success:

• Excellent analytical and creative problem-solving abilities
• Ability to translate complex financial data into clear, executive-level insights, challenge assumptions and recommend actions to improve financial outcomes
• Proficient in finding the right data and analyzing it for meaningful conclusions, to support senior management decision making
• Self-starter able to work under minimal supervision, prioritize across multiple projects and solve problems independently.
• Strong process orientation with a continuous improvement mindset
• Excellent communication and interpersonal skills
• Intrinsic sense of urgency with the ability to prioritize workloads, meet deadlines and drive results

Qualifications:

• Bachelor's Degree from an accredited college or university
• 6+ years of experience in FP&A.
• Property & Casualty insurance industry experience required
• Relevant industry and/or professional certifications & an understanding of Generally Accepted Accounting Principles (GAAP) and Statutory Accounting Principles (SAP) required
• Demonstrated experience leveraging advanced data analysis tools (e.g., Excel, Tableau, PowerBI, etc.) and emerging AI-driven solutions to extract insights, automate reporting, and support data-informed decision making

About us:

As a mutual company, we are independent by nature, so we think about insurance solutions a little differently. Through listening, problem solving, examining your challenges and collaborating on the right solutions for you, Preferred Mutual independent agents provide flexible solutions and adapt to your evolving needs. We do the same for our employees. We are process and domain experts, focused on the solutions that deliver results for our clients and our company.

We offer a great work environment, professional development, challenging careers, and competitive compensation. With Preferred, there are no surprises. You can count on us to deliver on our promises and be there…