Financial Analyst

Responsibilities: Own consolidated expense exhibits for annual planning and leadership reviews Create executive-ready materials highlighting drivers, risks, and opportunities Validate planning assumptions with Expense Management Support enterprise-wide expense studies and benchmarking initiatives Provide analytics across product, department, and account dimensions Translate complex financial data into actionable insights Partner on transformation initiatives and business case development Own monthly unit cost reporting and ensure timely data refresh Maintain product allocation methodologies and support product margin targets Support transformation, alignment validation, and process improvements Deliver ad hoc analyses for actuarial, regulatory, and leadership needs Assist in UAT testing and enhancements for financial systems (Oracle) Support automation and modernization of FP&A workflows Analyze variances and identify key drivers of financial performance Translate data into executive-level insights Respond to evolving business priorities with strong analytical support

Key requirements: Bachelor’s degree in Finance, Accounting, Economics, or related field 4+ years of FP&A, financial analysis, or expense management experience Strong analytical and financial modeling skills Advanced Excel and PowerPoint proficiency Ability to synthesize complex data into clear, executive-level insights Strong communication and collaboration skills Experience with variance analysis (actual vs plan, forecast vs prior) Familiarity with financial ledger and planning tools (preferred) Experience in insurance or financial services (preferred) Experience with Oracle Planning / Hyperion / SmartView (preferred) Experience in large, matrixed organizations (preferred) Analytical mindset Collaborative spirit Clear communication Excel (advanced), including SUMIFS, INDEX/MATCH Pivot tables, lookups Data manipulation