American Family Insurance ยท 6 days ago
Lead P&C Financial Planning Advisor (Hybrid)
Boston, MA
Full-time
Hybrid
Senior Level
$99K/yr - $163K/yrAmerican Family Insurance is seeking a Lead Financial Planning Advisor to support revenue forecasting and full P&L management of their Partnership channel. This role involves facilitating the annual planning process, collaborating with leadership, and leading financial analyses for divisional initiatives.
Angel InvestmentFinanceVenture Capital
No H1B
Responsibilities
You will facilitate and lead the annual planning process and meetings for the division
You will serve as expert resource for operational analysis and planning to other team members
You will present divisional plans and analyses to leadership and provide guidance
You will collaborate with leadership to implement business plan initiatives and monitor ongoing progress
You will lead the analysis of actual performance against budget and the annual business plan and make recommendations
You will communicate divisional performance metrics within and outside the division
You will lead the planning and development of various financial analyses needed for divisional initiatives
Qualification
Required
Financial planning experience within a Property & Casualty Insurance company strongly preferred
Solid knowledge and understanding of business planning processes and tools
Demonstrated experience presenting business plan and financial information to leadership
Extensive knowledge and understanding of insurance accounting and operations
Extensive knowledge and understanding of forecasting techniques and/or data modeling
Extensive knowledge and understanding of financial reporting, budget, and forecasting techniques
Demonstrated experience performing basic financial and/or operational analysis
Demonstrated experience providing customer-driven solutions, support or service
Preferred
Experience with applications such as Python, Tableau, Anaplan or Hyperion preferred
Benefits
Comprehensive medical, dental, vision and wellbeing benefits
Competitive 401(k) contribution
Pension plan
Annual incentive
9 paid holidays
Paid time off program (23 days accrued annually for full-time employees)
Student loan repayment program
Paid-family leave
Company
American Family Insurance
For more than 90 years, American Family Insurance has built its reputation on sound principles.
Founded in 2013
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Dan Reed
Founder. President, and MD
Recent News
Business Insider
2025-12-25
globalventuring.com
2025-12-13
2025-11-14
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