Westfield Insurance ยท 4 days ago
Financial Planning and Analysis Consultant
Westfield Center, OH
Full-time
Hybrid
Senior Level
7+ years expWestfield Insurance is seeking a Financial Planning and Analysis Consultant who will be responsible for driving and supporting financial management activities across the Enterprise. The role involves designing financial models, leading budget preparation, and collaborating with stakeholders to enhance financial practices and decision-making processes.
Insurance
Responsibilities
Leads the preparation of the annual budget, monthly forecasts and the three-year plan and ensure alignment with the corporate strategy
Identifies, supports, and leads initiatives to continuously improve, automate, and mature financial practices, policies, and methodologies of the financial management discipline including practices in complex financial modelling, financial forecasting, budgeting, expense management, allocation, and optimization
Designs, develops and maintains complex financial models aligned with the corporate business strategy to project future financial and operational performance
Builds and maintains financial models at the enterprise, segment, and enabling business unit levels within the budgeting and forecasting system by collaborating with key business partners
Analyzes complex financial information to provide accurate and timely financial forecasts and recommendations to senior leadership for decision-making purposes at the enterprise, segment, and enabling business unit levels
Creates senior leader and board level presentations
Applies awareness and knowledge of internal and external business activities, trends, best practices and tools to address business problems
Shares insights and knowledge with other analysts and leaders across the organization
Collaborates with key stakeholders to analyze, understand, and improve gaps in performance in comparison to target, reporting, researching, analyzing, and presenting results and providing insightful recommendations
Proactively identifies opportunities for improvement of processes and leads improvement efforts
Develops relationships and fosters collaboration with key business partners across the organization
Utilizes strong partnerships and influence in the Segments and Enabling Business Units to drive alignment across the Enterprise
Drives change and communication management activities in support of Corporate Business Planning goals including leading conversations and acting as a subject matter expert (SME) in major projects
Provides mentoring, technical guidance, training, and support to other members of the department, reviews the work of others to ensure accuracy and completeness, and builds financial acumen across the enterprise as a financial advisor to the business units
Qualification
Required
7+ years of experience in Financial Accounting/Reporting or a related field
Bachelor's degree in Accounting, Finance, Business, or a related field and/or commensurate experience
Preferred
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
Company
Westfield Insurance
Founded in 1848, Westfield is a global leader in property and casualty insurance, delivering superior risk insights and innovative solutions to customers through a diverse portfolio of insurance products.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Joe Kohmann
Chief Financial Officer & Treasurer
Amy Larsh
Executive Assistant to the President, CEO & Board Chair
Company data provided by crunchbase