Planning & Reserving Associate

Company Headquarters
Saint Louis, MO 63146, USA

• Hybrid
• Planning & Reserving, Level 1
• Full-Time
• Requisition #: PLANN
  002706

At Safety National, we don’t just offer jobs – we build careers with purpose! Since 1942, we’ve been an industry leader, valuing integrity, teamwork, and stability while providing competitive rewards, top-tier benefits, career growth opportunities, and flexible work options that promote balance. With tuition reimbursement, wellness perks, and a strong community impact, we invest in your success—both personally and professionally.

This opportunity is in the Business Intelligence & Planning Department.

The Business Intelligence & Planning Department is dedicated to empowering informed decision-making and driving strategic growth through comprehensive financial planning, data-driven insights, and governance excellence. Our mission is to deliver accurate, timely, and actionable intelligence to all stakeholders around the company by leveraging the strengths of our integrated teams, including Planning & Reserving, Portfolio Management, BI Analysis, BI Data Analysis, Data Quality and Data Governance.

Together, we support a culture of data excellence and financial foresight.

As a Financial Planning & Analysis Analyst (internally known as, Planning & Reserving Associate, you will play a key role in supporting financial planning, analysis, and reserving activities that help guide strategic decision-making across the organization. In this role, you will work closely with experienced team members to develop plan exhibits, compile financial projections, and analyze budget versus actual results.

You will contribute to maintaining accurate documentation, coordinating plan updates with cross-functional stakeholders, and assisting in the preparation and validation of actuarial reserve analyses. This is an excellent opportunity to build foundational knowledge of the insurance industry while strengthening your analytical, technical, and communication skills in a collaborative and data-driven environment. Your work will directly support leadership insights and help ensure the integrity and accuracy of financial reporting processes.

• Bachelor’s degree in Finance, Accounting, Business, Actuarial Science or a related field is required.

• 1 or more years of professional experience
• Basic proficiency in Microsoft Excel
• Foundational analytical skills with the ability to compile and interpret data
• Ability to follow direction, manage tasks, and maintain consistent productivity
• Strong attention to detail and organizational skills
• Effective written and verbal communication skills
• Must be presently authorized to work in the U.S. without a requirement for work authorization sponsorship by our company for this position now or in the future
• This position allows for a hybrid work schedule which includes a minimum of 3 days per week in our St. Louis Corporate Office, located at 1832 Schuetz Rd. Saint Louis, MO. All employees are required to submit work from home requests and follow our Work From Home policy, which will be provided to all candidates selected to interview.

• Exposure to financial planning, budgeting, or actuarial concepts
• Familiarity with insurance industry practices or financial processes
• Experience supporting reporting, forecasting, or data analysis initiatives
• Experience collaborating with cross-functional teams or presenting information to stakeholders

Protect the confidentiality, integrity and availability of information and technology assets against unauthorized disclosure, destruction and/or alteration, in accordance with Safety National policies, standards, and procedures.

Safety National is a leading…