The Mutual Group ยท 4 hours ago
Sr. Financial Analyst, FP&A - Hybrid or On-site Opportunity
Polk County, IA
Full-time
Hybrid
Mid, Senior Level
4+ years expThe Mutual Group is a financial services organization seeking a Senior Financial Analyst for their FP&A team. This role involves comprehensive financial planning, budgeting, forecasting, and analysis to support decision-making and assess financial health across the organization and its member institutions.
Insurance
Responsibilities
Develop financial analysis, forecasting and business intelligence efforts to ensure efficient financial operations. Prepares consolidated analysis results and makes recommendations for effective financial planning, management and efficient expense management
Support the annual financial plan creation process. Assists 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.). Works with leaders to understand and develop budgets and provides monthly expense analysis throughout the year
Partner with the business to proactively identify and drive improvements in performance and expense management. Positively impacts key financial measures and overall corporate results
Gather and analyses qualitative and quantitative information impacting effective financial performance and efficiencies. Provides and supports appropriate financial benchmarking comparisons for competitive analysis and expense improvement efforts
Prepares reports and presentations for senior management, Board of Directors, member institutions and other key relationships
All other duties as assigned
Qualification
Required
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
Preferred
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
Benefits
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
Company
The Mutual Group
The Mutual Group is an innovative insurance services platform providing a comprehensive suite of solutions designed to enhance the operational efficiency, scalability and long-term success of mutual insurance carriers.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase