Director, Financial Planning & Analysis

Country: United States

City: Philadelphia

Department: Finance

Contract type: Full-Time

Publication date: 6/13/2017

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Job description

Position Summary
The Director, Financial Planning & Analysis is a team member in the FP&A area and will assist the VP Finance with business and financial analysis, management reporting, annual and quarterly projections, automating process and procedures, as well as ad-hoc projects. The position requires analyzing financial data, compiling reports and preparing presentations for executive management . The Director – Financial Planning & Analysis will participate in developing forecasts, creating budget comparisons and other financial reports. The candidate will have well-established financial modeling skills, a firm understanding of finance, accounting and actuarial concepts, and superb analytical abilities. The Director will develop financial models in excel, as well as reports and presentation materials to support ongoing financial reporting requirements.

Responsibilities
Recurring monthly and quarterly management reporting responsibilities:

  • Actual Results: Financial scorecards, results and business commentaries describing identified business stats and trends - actual results versus plan, forecast and prior year
  • Financial Results Package which includes P&L, Balance Sheet, Assets Under Administration, Sales, as well as updates on capital, headcount, and operating expenses
  • Quarterly presentations for the Board of Directors forecasting financial results
  • Ad-hoc analysis as required, including responses to questions from management
Recurring annual responsibilities:
  • Support development of long-term financial and operational plan
  • Financial review processes, including requirements related to reporting of annual results
  • Participate in annual Rating Agency reviews
  • Develop, implement and maintain:
    • Monthly, quarterly and annual financial calendars
    • Monthly and quarterly business reporting requirements and related templates
    • Drive continual process improvements. Enhancing existing financial models and assisting in developing FP&A processes
We are seeking a candidate that will provide financial analysis that is necessary to drive growth and operational efficiencies and will coordinate with accounting and actuarial departments to ensure results and forecasts are in alignment with expectations. 

Requirements
  • Requires a BS/BA degree in related field (Accounting, Finance, or Actuarial)
  • CPA/MBA preferred
  • 7 to 10 years of related experience
  • Insurance or actuarial experience preferred
  • Prior experience with Cognos TM1 or similar systems preferred
  • Strong knowledge of financial and general ledger accounting
  • Proficiency with Excel, Power Point and Access
  • Strong verbal and written communication skills
  • Excellent analytical skills, proactive approach, forward thinking
  • Ability to work both independently and as part of a team
  • Able to interpret high-level direction and create actionable plans with limited oversight
  • Comfort level in managing data intensive projects
  • Excellent organizational skills with attention to detail
  • Ability to deliver to deadlines in line with expectations

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
 

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