About the role

Serves as a trusted financial advisor to business leaders by transforming financial and operational data into actionable insights and executive-level narratives. Leads enterprise budgeting, forecasting, and financial planning activities, including the development of Board-ready materials and recommendations. Collaborates across departments to assess performance, identify risks and opportunities, and influence strategic decisions that enhance financial results. Applies analytical rigor and business acumen to drive process improvements, optimize resource allocation, and support sustainable growth objectives.

How does this role make an impact?

• Provides financial analysis and evaluation of financial results through reports, narratives, and presentations for management and the Board of Directors, including industry analysis.
• Coordinates, creates, and communicates financial forecasts reflecting changes from historic trends, industry resources, and upcoming organizational and regulatory changes.
• Evaluates investment opportunities for business partner projects using established cost-benefit analysis framework (CBA lites).
• Creates and maintains financial models and reports showing the implications of internal and external changes.
• Develops, maintains, and optimizes applications to support the financial forecasts and allocation of expenses.
• Maintains accounting and financial records and reports, including financial statements, regulatory, and management reports.
• Ensures compliance with internal policies.

Do you have what we're looking for?

Typically requires 7+ years of relevant experience or a combination of related experience, education and training.

Base Pay Range:
$77,600-$106,700

The base pay range represents the typical range of potential salary offers for candidates hired. Factors used to determine your actual salary include your specific skills, qualifications and experience.

Incentive Pay:

In addition to base salary, this position is eligible for a Short-Term Incentive plan.

Why work with us?

Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We're a big company, yet small enough you can make an impact and won't get lost in the shuffle. You'll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business.

You'll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match.