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Ameritas · 3 hours ago

Senior Financial Planning Analyst

Lincoln, Nebraska Metropolitan Area

Full-time

Hybrid

Mid, Senior Level

1+ years exp

Ameritas is an insurance, financial services, and employee benefits provider. They are seeking a detail-oriented and strategic Senior Financial Planning Analyst to support the IT department, focusing on financial planning, budgeting, operational efficiency, and performance analysis to enable data-driven decision-making.

Financial ServicesInsurance

No H1B

Responsibilities

Partner with IT leadership to develop annual budgets, forecasts, and multi-year financial plans aligned with strategic objectives

Perform monthly variance analysis of actuals vs. budget/forecast; identify drivers and recommend corrective actions

Monitor and track IT spend, including capital expenditures (CapEx), operational expenditures (OpEx), and project-related costs

Analyze financial impact of IT initiatives and including system implementations with a heavy emphasis on software expenditures

Support IT leadership and managers including purchase order tracking, invoice validation, accruals, and spend analysis

Coordinate with procurement and accounts payable teams to ensure timely processing and reconciliation of IT-related expenses

Support total cost of ownership (TCO) and return on investment (ROI) modeling for IT projects

Maintain accurate financial records and documentation in accordance with internal controls and audit requirements

Prepare and deliver regular financial reports and dashboards for IT and Finance leadership

Provide actionable insights and recommendations to improve IT cost efficiency and optimize resource allocation

Support financial models to related to strategic initiatives, including cloud cost modeling and outsourcing scenarios

Qualification

Oracle ERP/EPBFinancial modelingExcelPower BIFP&A experienceContinuous improvement mindsetCommunication skillsAttention to detailProblem-solving

Required

Bachelor's degree in finance, accounting, business, or a related field required

1-3 years of experience in FP&A, financial operations, or business finance required

Strong financial modeling, forecasting, and analytical skills required

Strong Excel skills; familiarity with data analysis and visualization best practices

Excellent communication and interpersonal skills, with the ability to collaborate effectively across teams required

Strong attention to detail, problem-solving ability, and a continuous improvement mindset required

Preferred

CPA, CFA, or MBA is a plus but not required

Experience within an insurance or financial services organization desired, but not required

Experience supporting IT or technology functions strongly preferred, including solid understanding of IT cost drivers, CapEx/OpEx, cloud usage and spend, and project-based financial planning

Hands-on experience with Oracle Financials (Hyperion SmartView), Oracle ERP & EPB, or similar financial systems desired

Proficiency in Power BI, including data modeling, dashboard creation, and report automation desired