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Globe Life · 15 hours ago

Sr Manager, Financial Planning & Analysis (Hybrid)

Federal Way, WA

Full-time

Hybrid

Senior Level

5+ years exp

Globe Life is looking for a Sr. Manager, Financial Planning & Analysis to join the team. In this role, you will provide executive leadership with timely, high-quality, and accurate annual operating plans and long-term forecasts while leading business analysis and planning processes.

Financial ServicesInsurance

Responsibilities

Accurately forecast and report financial results on a monthly, quarterly, and annual basis utilizing performance management software. Provide analysis and insight of current or forecasted results and the go-forward impact on the business and financials

Provide comprehensive variance analysis, including performance to budget/forecast, identification of gaps, trends, and opportunities within the company, and provide recommendations for possible course corrections necessary to functional department heads and executive leadership

Support the design and optimization of Anaplan’s planning modules, workflow, and dashboard capabilities to engage planners, reviewers, and executive approvers at the right time and in a meaningful way

Partner with the sales organization and business functions to provide key financial reporting, analytical decision support, recommendations and action plans that drive more efficient and profitable results

Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Develop mock-ups quickly and iteratively for management presentations, reports, and dashboards

Establish and facilitate the company’s annual planning cycle, which includes developing the calendar, coordinating deliverables, creating checklists, communicating expectations, and supporting system readiness

Identify, recommend, and lead change management efforts through collaboration with business partners and other areas within the office of the CFO to improve reporting accuracy, eliminate inefficiencies, reduce workloads, and eliminate redundancies

Evaluate current financial planning processes and tools and lead potential implementation or refinement of new financial planning and reporting software applications

Serve as an active member of project/initiative teams – effectively challenging assumptions and offering financial perspective to drive outcomes

Set team priorities that are aligned with business needs and shape the roles and assignments to take advantage of team members’ capabilities

Willingness to work, at times and as needed, long hours during the week and on weekends to meet quarterly reporting requirements

Qualification

Financial Planning & AnalysisFinancial ModelingAnaplanCPACFAData AnalysisOrganizational SkillsProblem-Solving SkillsCommunication SkillsTime Management

Required

Bachelor's degree in business administration, finance, accounting, economics, or a related field is required; MBA, other advanced degrees

5-8 years in corporate financial planning and analysis, with an increasing level of responsibility

Strong analytic, organizational, and problem-solving skills which allows for strategic data interpretation versus simple reporting; comfortable manipulating and analyzing large volumes of data

Experience applying a broad range of data and analytical techniques to draw conclusions and optimize financial reporting

Knowledge and experience around coding, and other tech enabled tools for financial analysis and modeling

Experience synthesizing detailed analyses into clear, actionable financial and business insights based on an understanding of business drivers

Balances data and information, making decisions using both a sense of what is correct and logical

Ability to set objectives and goals and organize work effectively to meet and exceed goals, whether across the organization, in a team setting, or as an independent contributor

Possess strong organizational and time management skills

Strong interpersonal and communication skills; experience in effectively communicating key data and findings, including presentations to departmental managers and executive leadership

Reliable and predictable attendance of your assigned shift

Ability to work full time and/or part time based on the position specifications