Title: Financial Planning Analyst
Location: Mercer Island. WA
Length: Full Time
The highest priority of this position is to support senior leadership and
executive team in the analysis and realization of the corporate strategy.
This involves moderate visibility, including interactions with management
regarding sensitive corporate material and participation on
cross-functional teams delivering on strategic initiatives. The
responsibilities entail administrating architecture and design of local
planning and consolidation tool, assisting in the documentation and
evaluation of the current state of analytic capabilities, assisting with
financial modeling needs in support reporting and analysis of key
performance indicators, work flow analysis/proposal/implementation, and
special projects. The individual takes responsibility for continued
development of finance skills while actively seeking to expand their
understanding of Life Insurance the insurance industry as a whole.
Adherence to high ethical standards, personal integrity and maintaining
professional composure/demeanor at all times is essential. This position
requires the individual to have superior time management skills and a
flexible work schedule.
*Essential Job Functions *
Monitors, maintains and prepares monthly key performance indicator (KPI)
metrics reports on financial and operational results; analyze trends and
explain drivers for KPI performance compared to prior history, plan, and
forecasted amounts; identify risks and opportunities during KPI analysis;
communicate KPI results to management. Primary customer is FLI executive
Serves as the system architect / administrator for planning and
consolidation tool with primary design oversight for data flows, reports,
and application change management and migrations, including to ensure that
reports are adequately tested and development / deployment standards are
followed. Assist in the development and maintenance of financial models;
coordinate with consulting resources and internal subject matter experts on
Applies analytic and creative thinking skills to strategy development,
market research, competitor analysis and trend tracking projects.
Evaluates available technology and alternatives to optimize processes
within Finance that support analytics; assist with developing cost-benefit
analysis and recommendations to senior management on optimization of
May assist in the development of various corporate presentations for
internal and external audiences, including semi-annual Business Unit
Reviews, quarterly Board of Director meetings and periodic one-off slide
Primary customers include senior management team, Board of Directors, and
Global Life executive team.
Evaluate and document work process flows in Finance; review documentation
for completeness and accuracy of work flows; develop and implement “To Be”
Thanks & Regards,
Team Lead - Recruitment
Email: ramesh.ku...@winwire.com | Web: www.winwire.com
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