The Mutual Group
Sr. Financial Analyst, FP&A - Hybrid or On-site Opportunity
The Mutual Group, Iowa, Louisiana, United States, 70647
Sr. Financial Analyst, FP&A - Hybrid or On-site Opportunity
Join to apply for the
Sr. Financial Analyst, FP&A - Hybrid or On-site Opportunity
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The Mutual Group Sr. Financial Analyst, FP&A - Hybrid or On-site Opportunity
1 day ago Be among the first 25 applicants Join to apply for the
Sr. Financial Analyst, FP&A - Hybrid or On-site Opportunity
role at
The Mutual Group Get AI-powered advice on this job and more exclusive features. Job Description
As the Senior Financial Analyst, FP&A (Financial Planning and Analysis), you will play a key role in supporting The Mutual Group (TMG) and its member institutions through comprehensive financial planning, budgeting, forecasting, and analysis. You will actively participate in strategic financial discussions, delivering insights that drive decision-making and help define key performance indicators to assess the financial health of both TMG and its members. Job Description
As the Senior Financial Analyst, FP&A (Financial Planning and Analysis), you will play a key role in supporting The Mutual Group (TMG) and its member institutions through comprehensive financial planning, budgeting, forecasting, and analysis. You will actively participate in strategic financial discussions, delivering insights that drive decision-making and help define key performance indicators to assess the financial health of both TMG and its members.
In this role, you will be responsible for preparing financial plans and analytical reports that align with organizational strategy. You will also provide consolidated financial analysis across TMG and its member institutions, ensuring consistency, accuracy, and strategic alignment in all financial reporting.
Accountabilities
Develop financial analysis, forecasting and business intelligence efforts to ensure efficient financial operations. Prepares consolidated analysis results and makes recommendations for effective financial planning, management and efficient expense management. Support the annual financial plan creation process. Assists in financial reforecasts and projections on a regular basis throughout the year. Anticipate and analyze financial challenges and opportunities before the business impact is critical. Ensure appropriate allocations between divisions and across product lines, including expense allocations, analysis and by-line financials, in coordination with Data Hub. Support functional expense analysis (Example: Claims, Finance, Legal, etc.). Works with leaders to understand and develop budgets and provides monthly expense analysis throughout the year. Partner with the business to proactively identify and drive improvements in performance and expense management. Positively impacts key financial measures and overall corporate results. Gather and analyses qualitative and quantitative information impacting effective financial performance and efficiencies. Provides and supports appropriate financial benchmarking comparisons for competitive analysis and expense improvement efforts. Prepares reports and presentations for senior management, Board of Directors, member institutions and other key relationships. All other duties as assigned.
Skills/Requirements
Qualifications:
Bachelor's degree in Finance, Accounting, Economics or related field, or equivalent combination of training and experience. Four (4+) years of financial planning and analysis experience with a financial service company or consulting company in progressively responsible roles. Solid knowledge of financial planning and analysis concepts, terminology and techniques. Proficiency with Microsoft applications including PowerPoint, Excel. Ability to communicate clearly, concisely with business partners, stakeholders and build relationships. Broad knowledge of insurance operations, financial data, GAAP requirements and general regulatory requirements highly desired. Experience with Workday, planning or other management reporting systems preferred.
Compensation
$100,000 - $120,000 commensurate with experience, plus bonus eligibility
Benefits
We are proud to offer a robust benefits suite that includes:
Competitive base salary plus incentive plans for eligible team members 401(K) retirement plan that includes a company match of up to 6% of your eligible salary Free basic life and AD&D, long-term disability and short-term disability insurance Medical, dental and vision plans to meet your unique healthcare needs Wellness incentives Generous time off program that includes personal, holiday and volunteer paid time off Flexible work schedules and hybrid/remote options for eligible positions Educational assistance
#TMG 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 The Mutual Group by 2x Sign in to set job alerts for “Senior Financial Analyst” roles.
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Join to apply for the
Sr. Financial Analyst, FP&A - Hybrid or On-site Opportunity
role at
The Mutual Group Sr. Financial Analyst, FP&A - Hybrid or On-site Opportunity
1 day ago Be among the first 25 applicants Join to apply for the
Sr. Financial Analyst, FP&A - Hybrid or On-site Opportunity
role at
The Mutual Group Get AI-powered advice on this job and more exclusive features. Job Description
As the Senior Financial Analyst, FP&A (Financial Planning and Analysis), you will play a key role in supporting The Mutual Group (TMG) and its member institutions through comprehensive financial planning, budgeting, forecasting, and analysis. You will actively participate in strategic financial discussions, delivering insights that drive decision-making and help define key performance indicators to assess the financial health of both TMG and its members. Job Description
As the Senior Financial Analyst, FP&A (Financial Planning and Analysis), you will play a key role in supporting The Mutual Group (TMG) and its member institutions through comprehensive financial planning, budgeting, forecasting, and analysis. You will actively participate in strategic financial discussions, delivering insights that drive decision-making and help define key performance indicators to assess the financial health of both TMG and its members.
In this role, you will be responsible for preparing financial plans and analytical reports that align with organizational strategy. You will also provide consolidated financial analysis across TMG and its member institutions, ensuring consistency, accuracy, and strategic alignment in all financial reporting.
Accountabilities
Develop financial analysis, forecasting and business intelligence efforts to ensure efficient financial operations. Prepares consolidated analysis results and makes recommendations for effective financial planning, management and efficient expense management. Support the annual financial plan creation process. Assists in financial reforecasts and projections on a regular basis throughout the year. Anticipate and analyze financial challenges and opportunities before the business impact is critical. Ensure appropriate allocations between divisions and across product lines, including expense allocations, analysis and by-line financials, in coordination with Data Hub. Support functional expense analysis (Example: Claims, Finance, Legal, etc.). Works with leaders to understand and develop budgets and provides monthly expense analysis throughout the year. Partner with the business to proactively identify and drive improvements in performance and expense management. Positively impacts key financial measures and overall corporate results. Gather and analyses qualitative and quantitative information impacting effective financial performance and efficiencies. Provides and supports appropriate financial benchmarking comparisons for competitive analysis and expense improvement efforts. Prepares reports and presentations for senior management, Board of Directors, member institutions and other key relationships. All other duties as assigned.
Skills/Requirements
Qualifications:
Bachelor's degree in Finance, Accounting, Economics or related field, or equivalent combination of training and experience. Four (4+) years of financial planning and analysis experience with a financial service company or consulting company in progressively responsible roles. Solid knowledge of financial planning and analysis concepts, terminology and techniques. Proficiency with Microsoft applications including PowerPoint, Excel. Ability to communicate clearly, concisely with business partners, stakeholders and build relationships. Broad knowledge of insurance operations, financial data, GAAP requirements and general regulatory requirements highly desired. Experience with Workday, planning or other management reporting systems preferred.
Compensation
$100,000 - $120,000 commensurate with experience, plus bonus eligibility
Benefits
We are proud to offer a robust benefits suite that includes:
Competitive base salary plus incentive plans for eligible team members 401(K) retirement plan that includes a company match of up to 6% of your eligible salary Free basic life and AD&D, long-term disability and short-term disability insurance Medical, dental and vision plans to meet your unique healthcare needs Wellness incentives Generous time off program that includes personal, holiday and volunteer paid time off Flexible work schedules and hybrid/remote options for eligible positions Educational assistance
#TMG 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 The Mutual Group by 2x Sign in to set job alerts for “Senior Financial Analyst” roles.
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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