Senior Financial Analyst - Expense Planning and Analysis

September 11

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Life Insurance • Annuities • Retirement Planning • Wealth Transfer

501 - 1000

Description

• Responsible for supporting company-wide expense management for the organization, including the preparation of the company’s annual expense plan and related monthly re-forecasts. • Continued development of the current year annual forecast, departmental expense budget and multiyear expense planning processes including implementation of and / or enhancements to software solutions, reporting and analytics. • Assist with Expense Study analysis to establish and monitor deferred acquisition cost, expense allocations by line of business, channel /product, and unit cost assumptions; includes maintaining support for audit inquiries and ongoing support for key stakeholders including Actuarial and Financial Reporting • Preparation of senior executive level expense analyses with a focus on providing insightful, value-added analysis that informs business decisions and supports achievement of the Company’s strategies/goals. • Month-end closing process responsibilities include (but are not limited to): establishing review process and procedures to ensure efficient, timely and accurate reporting of expenses / headcount / projects, preparing general ledger entries, supporting expense allocations / deferrals, preparing analysis of expense results compared to budget and development of monthly re-forecasts. • Support SOX compliance and adherence to an effective internal control environment as it relates to expense planning and management processes, drive best operating practice through design and continuous improvement in processes and internal controls. • Provide recommendations and action plans for improvements in expense efficiencies, including cost saving opportunities. • Support department budget managers with accounting and general ledger inquiries. • Perform special projects as assigned, which may include projects beyond the scope of expense management.

Requirements

• Bachelor’s degree in accounting, finance, or related field. • 4-6 years related professional experience in financial reporting, expense reporting and/or analysis required.  • CPA certification, MBA, or on CPA track preferred. • Big-4 Audit Experience highly desirable. • Insurance industry, Financial Services or Asset Management experience highly desirable. • Advanced knowledge of Excel and PowerPoint required. • Strong knowledge of accounting practices and principles. • Strong system knowledge including familiarity with current era of client-server accounting/financial packages (Oracle, Hyperion Planning, Essbase, OneStream, etc.).