Finance Planning Consultant (hybrid) jobs in United States
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Grange Insurance ยท 14 hours ago

Finance Planning Consultant (hybrid)

Grange Insurance is an insurance provider founded in 1935, based in Columbus, Ohio, and they are seeking a Finance Planning Consultant. This role is responsible for providing insights and recommendations to leadership through financial analysis and planning, coordinating the development of operational forecasts and budgets, and serving as a key member of the leadership team.

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H1B Sponsor Likelynote

Responsibilities

Prepares and presents financial forecasts(annual and quarterly), including the analysis of trends and the evaluation of resulting recommendations. Works with senior management to assist in implementing chosen recommendation(s)
Prepares and presents operational budgets based on actual performance, previous budget figures, estimated revenues, losses, expense forecasts and other factors. Analyzes actual operational results in relationship to plan, allowable, past experience and long-range objectives
Analyzes actual operating budgets to estimated budget. Reports performance provides insights and advises management on recommended options
Prepares and presents complex financial data for internal stakeholders as well as external regulatory agencies and other entities. This includes a variety of reports detailing the status of revenue, loss and expenses including unit and activity costs. Identifies trends, highlights variances and recommends adjustments in programs and processes to management as they relate to financial targets
Recommends ideas for continuous improvement of financial process and tools, leads the development of the revised process/tool as well as develops plan to implement the ideas and gain alignment across all stakeholders
Recommends and takes ownership of new financial analysis techniques and measurements for internal reporting purposes. Leads the development of efficient analytical and planning models that capture key financial data. Prepares a variety of reports analyzing and detailing premiums, losses, and expenses. Performs in-depth financial analysis including reviews of the impact of variances from plan. Assesses the need to develop corrective action plans
Leads the process of defining and building financial planning routines that efficiently leverage data from multiple sources
Serves as liaison between assigned business unit leadership and staff financial function. Supports and works with as well as independently of senior finance officer
Serves as a lead to update the business partner scorecards and proactively provides insights into variances and helps escalate issues

Qualification

Financial analysisBudget preparationAnalytical skillsExcel skillsPowerPoint knowledgeP & C industry knowledgeDetail OrientationHyperion knowledgeDatabase experienceTime ManagementCommunication SkillsSelf-MotivatedProblem solving orientation

Required

Bachelor's degree in finance, accounting, economics
5-10 years of related experience in finance, accounting, insurance, or similar field
Time Management
Excellent Communication Skills
Detail Orientation
Self-Motivated
Able to work on multiple competing priorities
Strong analytical skills with strategic mindset
Problem solving orientation
Excellent Excel skills
Strong PowerPoint knowledge
Solid understanding and working experience with databases
Strong knowledge of P & C industry is required

Preferred

Graduate degree strongly preferred (CPA, MBA, CPCU etc.)
Hyperion knowledge is a plus
Prior experience supporting similar organizations is desired, but not necessary

Benefits

Cultural appreciation holiday
Family formation benefits
Compassionate care leave
Expanded categories of bereavement leave

Company

Grange Insurance

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Grange Insurance provides tips and articles for our policyholders & agents to help you stay informed about home, business & life insurance.

H1B Sponsorship

Grange Insurance has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (4)
2023 (4)
2022 (10)
2021 (3)
2020 (3)

Funding

Current Stage
Late Stage

Leadership Team

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Cheryl McRae Lebens
EVP, Chief Financial Officer
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Jeremiah Johnson
Vice President, Commercial Lines Sales & Sales and Marketing, Strategy, and Operations
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Company data provided by crunchbase