Financial Planning Jobs in San Diego, CA

INTRODUCTION

Embark on a Journey That Makes a Difference. At Redion, every day is an opportunity to help people explore the world with confidence. We’re not just in the business of protection—we’re in the business of adventure and peace of mind. Whether it’s a backpacker trekking through the Andes, a family cruising the Mediterranean, or a solo traveler chasing the Northern Lights, we’re there to ensure their journey is safe and supported. From assisting with emergency medical claims to guiding customers through trip disruptions or ID theft, your work helps turn travel challenges into stories of resilience.

ABOUT THE ROLE

Set Sail on a Career Path to Success. Our teams value curiosity and collaboration while priding ourselves on fostering a welcoming and inclusive atmosphere for our employees. Elevate your journey through our internal programs, including:
- Diversity, Equity, and Inclusion (DEI) Committee
- Career pathing and Individual Development Plans
- Internal training and intern opportunities
- Women in Business Mentorship Program
- Employee awards and recognition
- Education and professional development assistance program

PASSPORT TO PERKS INCLUDES:

- Generous Employer contribution for health, dental, and vision insurance
- Paid Maternity and Paternity Leave
- Scholarship Program for Employee Dependents
- Company match on 401k
- Employee Assistance Program (EAP)
- Company paid short-term and long-term disability insurance
- Company paid life insurance
- Voluntary Pet Insurance
- Voluntary Legal Benefit
- Discounts on travel insurance
- Time off policies including vacation days, sick days, personal days, holidays and volunteer days (VTO)

YOUR ROLE ON THE EXPEDITION

The Senior FP&A Analyst will help develop annual budget and quarterly forecasts, build and analyze financial models, and partner on executive presentations. The candidate must be able to project manage multiple initiatives, translate quantitative and qualitative concepts into financial models and metrics, and have ability to analyze all parts of the P&L. This position will interface with and support managers with planning and expense analysis.

CHART YOUR COURSE:

Annual Budgeting and Quarterly Forecasting:

- Assist stakeholders and business units in defining annual Revenue and Expense budgets
- Prepare budget presentation and supporting budget package
- Update annual budget with quarterly forecasts and provide variance analysis
- Maintain sales and expense budget/forecast models

Monthly and Quarterly Reporting:

- Provide monthly analysis and commentary on revenue. Maintain Sales database
- Prepare group P&L and report on variances
- Compile, analyze and distribute departmental expense files to key stakeholders
- Maintain expense database
- Prepare Quarterly Presentation Data for executives

Process Improvement:

- Improve legacy financial models, create and modify queries in Bex Analyzer (SAP BW) and SAP Business Planning and Consolidation for group reporting
- Maintain and improve Profitability P&L

YOUR TICKET TO SUCCESS:

- High School Diploma or Equivalent (GED) required
- Bachelors Degree in Accounting, Finance, Business, or a similar degree is required
- 5+ years of accounting experience
- Experience using SAP/BW/Hyperion/Oracle or other large, automated accounting systems is preferred
- Advanced to expert level experience using Microsoft Office Suite (Excel, Access, PowerPoint, Word, Outlook) required
- Strong verbal and written communication skills

LOCATION

This is a hybrid role based out of our San Diego, CA office. As a hybrid role, you will be working onsite 2-3 days a week and working from home 2-3 days a week.

TIME FOR TAKE-OFF:

While there is some flexibility in the hours, this position will be Monday-Friday during regular business hours (approximately 8:00am-5:00pm). Occasional overtime or working outside of regular business hours may be required according to business need.

ONE TEAM. EVERY DESTINATION.

Redion is proudly part of the Europ Assistance Group, and our products utilize a number of corporate and product brands. The brands for our North American team include the following:
- CSA: US travel insurance brand for retail, tour operator, cruise and lodging partners.
- Generali Global Assistance (GGA): The primary corporate brand in the United States for our travel insurance, travel assistance, identity and cyber protection, and beneficiary companion products.
- GMMI: the industry standard for global medical cost containment and medical risk management solutions.
- Iris, Powered by Generali: identity and digital protection solution.

EXPLORE NEW HORIZONS – APPLY TODAY!

Don’t meet every single requirement? At Generali Global Assistance, we are dedicated to building a diverse, inclusive and enriching workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

California Residents - Privacy Notice for California Residents Seeking Employment with Generali Global Assistance is available here: https://us.generaliglobalassistance.com/privacy-notice-for-california-residents-seeking-employment/

The Company is committed to providing equal employment opportunity in all our employment programs and decisions. Discrimination in employment on the basis of any classification protected under federal, state, or local law is a violation of our policy. Equal employment opportunity is provided to all employees and applicants for employment without regard to age, race, color, religion, creed, sex, gender identity, gender expression, transgender status, pregnancy, childbirth, medical conditions related to pregnancy or childbirth, sexual orientation, national origin, ancestry, ethnicity, citizenship, genetic information, marital status, military status, HIV/AIDS status, mental or physical disability, use of a guide or support animal because of blindness, deafness, or physical handicap, or any other legally protected basis under applicable federal, state, or local law. This policy applies to all terms and conditions of employment, including, but not limited to, recruitment and hiring, classification, placement, promotion, termination, reductions in force, recall, transfer, leaves of absences, compensation, and training. Any employees with questions or concerns about equal employment opportunities in the workplace are encouraged to bring these issues to the attention of Human Resources. The Company will not allow any form of retaliation against individuals who raise issues of equal employment opportunity. All Company employees are responsible for complying with the Company’s Equal Opportunity Policy. Every employee is to treat all other employees equally and fairly. Violations of this policy may subject an employee to disciplinary action, up to and including termination of employment.