The Mutual Group
Sr. Financial Analyst, FP&A - Hybrid or On-site Opportunity
The Mutual Group, West Des Moines, Iowa, United States, 50265
Sr. Financial Analyst, FP&A – Hybrid or On-site Opportunity
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. Prepare consolidated analysis results and make recommendations for effective financial planning, management and efficient expense management.
Support the annual financial plan creation process. Assist 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 (e.g., Claims, Finance, Legal, etc.). Work with leaders to understand and develop budgets and provide monthly expense analysis throughout the year.
Partner with the business to proactively identify and drive improvements in performance and expense management. Positively impact key financial measures and overall corporate results.
Gather and analyze qualitative and quantitative information impacting effective financial performance and efficiencies. Provide and support appropriate financial benchmarking comparisons for competitive analysis and expense improvement efforts.
Prepare reports and presentations for senior management, Board of Directors, member institutions and other key relationships.
All other duties as assigned.
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 and 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.
Benefits
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
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance and Sales
Industries Insurance
#TMG
Referrals increase your chances of interviewing at The Mutual Group by 2x
#J-18808-Ljbffr
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. Prepare consolidated analysis results and make recommendations for effective financial planning, management and efficient expense management.
Support the annual financial plan creation process. Assist 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 (e.g., Claims, Finance, Legal, etc.). Work with leaders to understand and develop budgets and provide monthly expense analysis throughout the year.
Partner with the business to proactively identify and drive improvements in performance and expense management. Positively impact key financial measures and overall corporate results.
Gather and analyze qualitative and quantitative information impacting effective financial performance and efficiencies. Provide and support appropriate financial benchmarking comparisons for competitive analysis and expense improvement efforts.
Prepare reports and presentations for senior management, Board of Directors, member institutions and other key relationships.
All other duties as assigned.
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 and 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.
Benefits
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
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance and Sales
Industries Insurance
#TMG
Referrals increase your chances of interviewing at The Mutual Group by 2x
#J-18808-Ljbffr