Westfield Insurance
Financial Planning and Analysis Consultant
Westfield Insurance, Westfield Center, Ohio, us, 44251
Financial Planning and Analysis Consultant
Join to apply for the
Financial Planning and Analysis Consultant
role at
Westfield Insurance .
Published 1 day ago; Be among the first 25 applicants.
Job Summary The Financial Planning & Analysis (FP&A) Consultant is responsible for delivering forward-looking financial insights and strategic support to drive performance within the Standard Lines businesses. This role is a trusted advisor to senior executives, leveraging analytics and financial modeling to influence key business decisions. You will proactively identify opportunities, assess risks, and provide actionable recommendations that influence results. The consultant plays a critical role in forecasting, budgeting, and scenario planning, enabling informed decision-making and ensures a deep understanding of business drivers, identify emerging trends, and translate operational impacts into financial outcomes.
Key Responsibilities
Analysis and Insights | Go beyond traditional reporting to deliver predictive and prescriptive insights that inform business strategy and operational performance.
Data-Driven Problem Solving | Develop analytical tools and financial modeling to address complex business challenges across underwriting, pricing, distribution, claims, and expenses.
Performance Optimization | Identify trends, opportunities, and risks to improve profitability, efficiency, and long-term sustainability.
Scenario Planning and Forecasting | Develop dynamic models and forecasts that support strategic planning and resource allocation.
Cross-Functional Collaboration | Partner with business units to align financial strategies with operational goals and market dynamics.
Mentorship & Influence | Build financial acumen across the organization and act as a trusted advisor to senior executives.
Job Qualifications
Experience: 7+ years in Financial Analysis within the insurance industry
Education: Bachelor’s degree in Finance, Economics, Business, Actuarial Science, or related field.
Skills: Strong analytical and problem-solving capabilities; proficiency in financial modeling, forecasting, and data visualization tools.
Influence: Proven ability to communicate complex insights clearly and persuasively to senior executives.
Mindset: Proactive, strategic thinker with a passion for driving business performance through data-driven decisions.
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.
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
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
Mid-Senior level
Employment Type
Full-time
Job Function
Finance and Sales
Industries
Insurance
Job Details Referrals increase your chances of interviewing at Westfield Insurance by 2x.
#J-18808-Ljbffr
Financial Planning and Analysis Consultant
role at
Westfield Insurance .
Published 1 day ago; Be among the first 25 applicants.
Job Summary The Financial Planning & Analysis (FP&A) Consultant is responsible for delivering forward-looking financial insights and strategic support to drive performance within the Standard Lines businesses. This role is a trusted advisor to senior executives, leveraging analytics and financial modeling to influence key business decisions. You will proactively identify opportunities, assess risks, and provide actionable recommendations that influence results. The consultant plays a critical role in forecasting, budgeting, and scenario planning, enabling informed decision-making and ensures a deep understanding of business drivers, identify emerging trends, and translate operational impacts into financial outcomes.
Key Responsibilities
Analysis and Insights | Go beyond traditional reporting to deliver predictive and prescriptive insights that inform business strategy and operational performance.
Data-Driven Problem Solving | Develop analytical tools and financial modeling to address complex business challenges across underwriting, pricing, distribution, claims, and expenses.
Performance Optimization | Identify trends, opportunities, and risks to improve profitability, efficiency, and long-term sustainability.
Scenario Planning and Forecasting | Develop dynamic models and forecasts that support strategic planning and resource allocation.
Cross-Functional Collaboration | Partner with business units to align financial strategies with operational goals and market dynamics.
Mentorship & Influence | Build financial acumen across the organization and act as a trusted advisor to senior executives.
Job Qualifications
Experience: 7+ years in Financial Analysis within the insurance industry
Education: Bachelor’s degree in Finance, Economics, Business, Actuarial Science, or related field.
Skills: Strong analytical and problem-solving capabilities; proficiency in financial modeling, forecasting, and data visualization tools.
Influence: Proven ability to communicate complex insights clearly and persuasively to senior executives.
Mindset: Proactive, strategic thinker with a passion for driving business performance through data-driven decisions.
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.
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
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
Mid-Senior level
Employment Type
Full-time
Job Function
Finance and Sales
Industries
Insurance
Job Details Referrals increase your chances of interviewing at Westfield Insurance by 2x.
#J-18808-Ljbffr