Westfield Insurance
Financial Planning & Analysis Consultant
Westfield Insurance, Westfield Center, Ohio, us, 44251
Financial Planning & Analysis Consultant
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Financial Planning & Analysis Consultant
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Westfield Insurance Financial Planning & Analysis Consultant
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Financial Planning & Analysis Consultant
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Westfield Insurance Job Summary
Financial Planning & Analysis Consultant – Claims and Loss Analytics is responsible for driving financial insight and strategic support related to claims performance and loss cost trends. This role partners across Claims, Actuarial, and Finance to ensure a deep understanding of actual versus expected results, uncover drivers of frequency and severity, and translate operational impacts into financial outcomes. The consultant also contributes to broader financial planning disciplines, including forecasting, budgeting, and business results communications, to support sustainable enterprise performance. Job Summary
Financial Planning & Analysis Consultant – Claims and Loss Analytics is responsible for driving financial insight and strategic support related to claims performance and loss cost trends. This role partners across Claims, Actuarial, and Finance to ensure a deep understanding of actual versus expected results, uncover drivers of frequency and severity, and translate operational impacts into financial outcomes. The consultant also contributes to broader financial planning disciplines, including forecasting, budgeting, and business results communications, to support sustainable enterprise performance.
Job Responsibilities
Claims Performance Analysis | Ensure business understanding of actual vs. expected claims results, including identifying and explaining drivers of frequency and severity. Loss Trend Insights | Deliver deeper insights into underlying loss cost trends, incorporating external business environment factors and industry benchmarks. Operational Impact Translation | Partner with Claims leadership to translate operational and process changes into financial impacts on loss cost outcomes. Cross-Functional Collaboration | Collaborate across Claims, Actuarial, and Finance to support enterprise processes such as reserving, pricing, and performance. Strategic Forecasting & Budgeting | Collaborate in the preparation of forecasts, budgets, and long-range plans aligned with corporate strategy, incorporating claims and loss analytics into financial projections. Financial Modeling & Targeting | Design and maintain complex financial models to project claims-related financial performance and identify optimal operational targets. Insightful Reporting | Analyze complex financial and operational data to provide timely, accurate insights and recommendations to senior leadership. Continuous Improvement | Identify and lead initiatives to improve, automate, and mature financial practices related to claims analytics and broader FP&A disciplines. Governance & Controls | Support the development and implementation of frameworks and tools that enhance oversight and governance of financial and operational processes. Mentorship & Influence | Provide guidance and support to peers, build financial acumen across the organization, and act as a subject matter expert in claims-related financial planning.
Job Qualifications
7+ years of experience in financial planning & analysis, preferably with exposure to claims, insurance, or loss analytics. Bachelor’s degree in Finance, Accounting, Economics, Actuarial Science, Business, or a related field and/or commensurate experience.
Location
Hybrid- defined as working three or more days per week in the office if the employee's residence is within 50 miles of Westfield Center, OH/Chicago, IL; OR Remote-if the employee resides more than 50 miles from Westfield Center, OH/Chicago,IL.
Behavioral Competencies
Manages ambiguity & complexity Business insight Financial acumen Balances stakeholders Collaborates Communicates Effectively
Technical Skills
Financial Planning & Analysis Data Analysis Data Modeling Financial Modelling
This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.
About Us
Founded in 1848, Westfield is a global leader in property and casualty insurance, delivering superior risk insights and innovative solutions to customers through a diverse portfolio of insurance products. Westfield underwrites commercial, personal, surety, and specialty lines of coverage through a network of leading independent agents and brokers in the United States and specialty products through Lloyd’s of London Syndicate 1200. As a mutual insurance company with more than 3,000 employees, Westfield has revenues in excess of $4 billion and more than $10 billion in assets.
Equal Opportunity Employer
United States: All applicants receive consideration for employment without regard to race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, or status as a protected veteran.
United Kingdom: Westfield is committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Insurance Referrals increase your chances of interviewing at Westfield Insurance by 2x Get notified about new Financial Planning Analyst jobs in
Westfield Center, OH . Financial Planning and Analysis Consultant
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Join to apply for the
Financial Planning & Analysis Consultant
role at
Westfield Insurance Financial Planning & Analysis Consultant
1 day ago Be among the first 25 applicants Join to apply for the
Financial Planning & Analysis Consultant
role at
Westfield Insurance Job Summary
Financial Planning & Analysis Consultant – Claims and Loss Analytics is responsible for driving financial insight and strategic support related to claims performance and loss cost trends. This role partners across Claims, Actuarial, and Finance to ensure a deep understanding of actual versus expected results, uncover drivers of frequency and severity, and translate operational impacts into financial outcomes. The consultant also contributes to broader financial planning disciplines, including forecasting, budgeting, and business results communications, to support sustainable enterprise performance. Job Summary
Financial Planning & Analysis Consultant – Claims and Loss Analytics is responsible for driving financial insight and strategic support related to claims performance and loss cost trends. This role partners across Claims, Actuarial, and Finance to ensure a deep understanding of actual versus expected results, uncover drivers of frequency and severity, and translate operational impacts into financial outcomes. The consultant also contributes to broader financial planning disciplines, including forecasting, budgeting, and business results communications, to support sustainable enterprise performance.
Job Responsibilities
Claims Performance Analysis | Ensure business understanding of actual vs. expected claims results, including identifying and explaining drivers of frequency and severity. Loss Trend Insights | Deliver deeper insights into underlying loss cost trends, incorporating external business environment factors and industry benchmarks. Operational Impact Translation | Partner with Claims leadership to translate operational and process changes into financial impacts on loss cost outcomes. Cross-Functional Collaboration | Collaborate across Claims, Actuarial, and Finance to support enterprise processes such as reserving, pricing, and performance. Strategic Forecasting & Budgeting | Collaborate in the preparation of forecasts, budgets, and long-range plans aligned with corporate strategy, incorporating claims and loss analytics into financial projections. Financial Modeling & Targeting | Design and maintain complex financial models to project claims-related financial performance and identify optimal operational targets. Insightful Reporting | Analyze complex financial and operational data to provide timely, accurate insights and recommendations to senior leadership. Continuous Improvement | Identify and lead initiatives to improve, automate, and mature financial practices related to claims analytics and broader FP&A disciplines. Governance & Controls | Support the development and implementation of frameworks and tools that enhance oversight and governance of financial and operational processes. Mentorship & Influence | Provide guidance and support to peers, build financial acumen across the organization, and act as a subject matter expert in claims-related financial planning.
Job Qualifications
7+ years of experience in financial planning & analysis, preferably with exposure to claims, insurance, or loss analytics. Bachelor’s degree in Finance, Accounting, Economics, Actuarial Science, Business, or a related field and/or commensurate experience.
Location
Hybrid- defined as working three or more days per week in the office if the employee's residence is within 50 miles of Westfield Center, OH/Chicago, IL; OR Remote-if the employee resides more than 50 miles from Westfield Center, OH/Chicago,IL.
Behavioral Competencies
Manages ambiguity & complexity Business insight Financial acumen Balances stakeholders Collaborates Communicates Effectively
Technical Skills
Financial Planning & Analysis Data Analysis Data Modeling Financial Modelling
This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.
About Us
Founded in 1848, Westfield is a global leader in property and casualty insurance, delivering superior risk insights and innovative solutions to customers through a diverse portfolio of insurance products. Westfield underwrites commercial, personal, surety, and specialty lines of coverage through a network of leading independent agents and brokers in the United States and specialty products through Lloyd’s of London Syndicate 1200. As a mutual insurance company with more than 3,000 employees, Westfield has revenues in excess of $4 billion and more than $10 billion in assets.
Equal Opportunity Employer
United States: All applicants receive consideration for employment without regard to race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, or status as a protected veteran.
United Kingdom: Westfield is committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Insurance Referrals increase your chances of interviewing at Westfield Insurance by 2x Get notified about new Financial Planning Analyst jobs in
Westfield Center, OH . Financial Planning and Analysis Consultant
Akron, OH $55,000.00-$65,000.00 4 days ago Strongsville, OH $90,000.00-$110,000.00 1 day ago Brunswick, OH $105,000.00-$115,000.00 2 days ago Finance Analyst II - Manufacturing Financial Analyst
Akron, OH $90,000.00-$90,000.00 2 days ago Akron, OH $85,000.00-$100,000.00 21 hours ago Secondary Market Analyst - Capital Markets
Akron, OH $115,000.00-$125,000.00 1 week ago Business Analyst - Fuels & Generation Commercial Operations
Akron, OH $65,000.00-$154,000.00 1 month ago Cuyahoga Falls, OH $65,000.00-$154,000.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr