Westfield Insurance
Financial Planning and Analysis Consultant
Westfield Insurance, Westfield Center, Ohio, us, 44251
Overview
The Financial Planning and Analysis Consultant, under limited oversight, is responsible for actively driving, supporting, and engaging in financial management activities to support the Enterprise. Identifies and drives initiatives to continuously improve the financial planning discipline, including practices, methodologies, and policies across all aspects of operational and financial forecasting, budgeting, and resource management. Designs and builds financial models and operational targets, serving as a finance business partner to ensure the organization derives business value from investments. Acts as a subject matter expert within the Financial Planning team and across the organization. Responsibilities
Leads the preparation of the annual budget, monthly forecasts, and the three-year plan, ensuring alignment with the corporate strategy. Identifies, supports, and leads initiatives to continuously improve, automate, and mature financial practices, policies, and methodologies across financial management, including complex financial modelling, forecasting, budgeting, expense management, allocation, and optimization. Designs, develops and maintains complex financial models aligned with the corporate business strategy to project future financial and operational performance. Builds and maintains financial models at enterprise, segment, and enabling business unit levels within the budgeting and forecasting system by collaborating with key business partners. Analyzes complex financial information to provide accurate and timely forecasts and recommendations to senior leadership for decision-making at the enterprise, segment, and enabling business unit levels. Creates senior leader and board-level presentations. Applies awareness of internal and external business activities, trends, best practices, and tools to address business problems. Shares insights and knowledge with other analysts and leaders across the organization. Collaborates with key stakeholders to analyze and improve gaps in performance compared to targets, including reporting, researching, analyzing, and presenting results with actionable recommendations. Proactively identifies opportunities for process improvement and leads improvement efforts. Develops relationships and fosters collaboration with key business partners across the organization. Leverages partnerships and influence with Segments and Enabling Business Units to drive alignment across the Enterprise. Drives change and communication management activities in support of Corporate Business Planning goals, including leading conversations and acting as a subject matter expert (SME) on major projects. Provides mentoring, technical guidance, training, and support to other department members; reviews work for accuracy and completeness; builds financial acumen across the enterprise as a financial advisor to the business units. Qualifications
7+ years of experience in Financial Accounting/Reporting or a related field. Bachelor's degree in Accounting, Finance, Business, or a related field and/or commensurate experience. Licenses and Certifications
Chartered Financial Analyst (CFA) (Preferred) Certified Public Accountant (CPA) (Preferred) 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; or Remote – if the employee resides more than 50 miles from Westfield Center, OH. 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. Learn more at www.westfieldinsurance.com. 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. Disclaimer
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.
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The Financial Planning and Analysis Consultant, under limited oversight, is responsible for actively driving, supporting, and engaging in financial management activities to support the Enterprise. Identifies and drives initiatives to continuously improve the financial planning discipline, including practices, methodologies, and policies across all aspects of operational and financial forecasting, budgeting, and resource management. Designs and builds financial models and operational targets, serving as a finance business partner to ensure the organization derives business value from investments. Acts as a subject matter expert within the Financial Planning team and across the organization. Responsibilities
Leads the preparation of the annual budget, monthly forecasts, and the three-year plan, ensuring alignment with the corporate strategy. Identifies, supports, and leads initiatives to continuously improve, automate, and mature financial practices, policies, and methodologies across financial management, including complex financial modelling, forecasting, budgeting, expense management, allocation, and optimization. Designs, develops and maintains complex financial models aligned with the corporate business strategy to project future financial and operational performance. Builds and maintains financial models at enterprise, segment, and enabling business unit levels within the budgeting and forecasting system by collaborating with key business partners. Analyzes complex financial information to provide accurate and timely forecasts and recommendations to senior leadership for decision-making at the enterprise, segment, and enabling business unit levels. Creates senior leader and board-level presentations. Applies awareness of internal and external business activities, trends, best practices, and tools to address business problems. Shares insights and knowledge with other analysts and leaders across the organization. Collaborates with key stakeholders to analyze and improve gaps in performance compared to targets, including reporting, researching, analyzing, and presenting results with actionable recommendations. Proactively identifies opportunities for process improvement and leads improvement efforts. Develops relationships and fosters collaboration with key business partners across the organization. Leverages partnerships and influence with Segments and Enabling Business Units to drive alignment across the Enterprise. Drives change and communication management activities in support of Corporate Business Planning goals, including leading conversations and acting as a subject matter expert (SME) on major projects. Provides mentoring, technical guidance, training, and support to other department members; reviews work for accuracy and completeness; builds financial acumen across the enterprise as a financial advisor to the business units. Qualifications
7+ years of experience in Financial Accounting/Reporting or a related field. Bachelor's degree in Accounting, Finance, Business, or a related field and/or commensurate experience. Licenses and Certifications
Chartered Financial Analyst (CFA) (Preferred) Certified Public Accountant (CPA) (Preferred) 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; or Remote – if the employee resides more than 50 miles from Westfield Center, OH. 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. Learn more at www.westfieldinsurance.com. 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. Disclaimer
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.
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