Senior Level Financial Planning Associate Jobs

INTRODUCTION

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

SUMMARY

Responsible for interacting with employees throughout all levels of the organization and provides broad, company-wide analytical support in support of business objectives. Key responsibilities include management reporting and analysis, financial modeling, forecasting, budgeting, partnering with IT on business intelligence (BI) projects, mentoring and supervising other FP&A team members, and completing special projects for management.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provides analytical support to various functional units of the business; analyzes and interprets financial results.

• Assists with the preparation of materials for monthly business reviews, investor calls, and other presentations.

• Provides analytical insight based upon deep understanding of business objectives, issues, and root causes.

• Sets best-in-class reporting standards. Leads the development and preparation of ad hoc and standard management reports, tailoring the format and content to the specific needs of various internal customers.

• Applies a wide range of analytical and statistical techniques to independently construct sophisticated financial models. Uses results of modeling to provide decision support and recommendations to leadership.

• Sets standards for planning templates and reports, develops sound global assumptions, constructs plans, identifies and analyzes variances and decision trade-offs, and makes recommendations on how to improve business results.

• Integrates diverse sets of financial and operational data to generate business insight.

• Develops clear and informative methods of presenting key findings to management.

• Proactively drives continuous improvements and best practices within the FP&A and broader organization to reduce error rates and maximize productivity and efficiency.

• Completes special projects as assigned to support corporate objectives.

• Mentors and supervises other team members.

• Comply with agency management system data standard and data integrity (enter and maintain complete and accurate information).

• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

• Bachelor's Degree in Accounting, Finance, Economics, Mathematics or related field equivalent combination of education and experience

• Graduate degree

• Eight (8) or more years related work experience; specifically in a FP&A role

• Certified Corporate FP&A Professional

• Certified Public Accountant (CPA)

• Certified Financial Planner-CFP Board

SKILLS

• Strong understanding of financial computer systems and data systems

• Advanced proficiency in Microsoft Office Suite

• Excellent verbal and written communication skills, and polished presentation skills

• Excellent ability to interpret and analyze financial statements

• Strong mathematical ability, including understanding of algebraic functions and statistical forecasting methods

• Mastery of data management, financial systems, and other analytical tools

• Strong ability to leverage various financial systems and BI tools to produce insightful reports and analyses

• Strong planning, organizational, and time management skills

• Highly proactive; actively seeks opportunities for process improvement

• Project management experience successfully leading cross-functional teams

• Ability to interact professionally with employees across all levels of the organization

• Works well both independently and as a member of a team

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

For immediate consideration for this position, please click on the "Apply" button.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to Careers@Alliant.com.