Financial, Planning and Analysis Manager

5 - 7 years experience  •  Insurance

Salary depends on experience
Posted on 09/21/17
Hillsboro, OR
5 - 7 years experience
Insurance
Salary depends on experience
Posted on 09/21/17

POSTING ID:1717/560/10148

Primary Purpose:

This position is responsible for financial planning, analysis, and research as they relate to organization objectives of National General Insurance Accident & Health.  Development of financial models for executive-level decision-making, preparation of budgets and forecasts, and development and analyzing of financial reports. Responsible for the supervision of financial analysis staff.

The Finance Manager will have significant exposure to business partners across the organization. Contributing financial analysis and insights, the Manager will play an important role in the Finance Department and will provide information and analysis to enable executives and managers to make informed business decisions.

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Manage key areas of the financial planning & analysis function, including the annual operating and capital budgeting process, the long term planning process and on-going forecast development.
  • Reconciliation/coordination of operational versus corporate finance reporting.
  • Develop financial models; determine ROI, IRR and other significant financial metrics to provide recommendations to senior management.
  • Daily interaction with executive and operations staff on key performance metrics and resulting impact on company financials.
  • Develop multi-year budgeting process to include quarterly adjustments.
  • Strategic analysis of monthly, quarterly and annual revenue, expenses and income.
  • Potential management of front-line Financial Analysts
  • Create ad-hoc reports as needed; maintain and extend existing reports using T-SQL and SSRS based on requirements.
  • Stored procedure development using T-SQL.
  • Ability to refactor current code as needed, through code reviews and pair programming.
  • Support the team in creating detailed forecast/planning timeline.
  • Other financial related analyses.
  • Create ad-hoc reports as needed; maintain and extend existing reports using T-SQL and SSRS based on requirements.
  • Stored procedure development using T-SQL.
  • Ability to refactor current code as needed, through code reviews and pair programming.

Minimum Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • A minimum of 6years Finance and/or data analysis with a BA in Finance or related study or an MBA and 2-4years in Finance and/or Strategy experience.
  • A minimum of 2years managing FP&A functions.
  • A minimum of 2-4years of management experience. 
  • Expert use of Excel and experience with financial models.
  • Ability to analyze financial statements.
  • Above average interpersonal communication skills needed to interact with senior management.
  • A minimum of 3years writing SQL.
  • Solid understanding of database principles, object-oriented programming (OOP) and Source Control (SVN, TFS).

Desired Skills:

  • Insurance industry experience.
  • Above average written and verbal communication skills.
  • Familiarity with Hyperion, Essbase or other Financial Software products. 
  • Ability to juggle and prioritize multiple tasks and projects. Demonstrated ability to work well on a team and lead teams in other functions. Ability to adapt well to a changing environment.
  • Exposure to non-financial areas, (e.g. accounting, purchasing, payroll, etc.) would be beneficial.
  • Above average executive presence necessary to function effectively with multiple audiences.
  • Proficient in MVC website development and best practices.
  • Experience with .NET, C# or Java.
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