Personal Lines Financial Planning & Forecasting Analyst/Senior Analyst

American Family Insurance Group Madison, WI
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Quick Stats:

Job ID: R8581 Personal Lines Financial Planning & Forecasting Analyst/Senior Analyst (Open)

Summary:

Provides key datasets and reports used for monitoring and analyzing the performance of the Personal Lines book of business. Provides support for department staff to help build out product strategy recommendations to divisional and departmental leadership as well as strategic business unit (SBU) processes at the state, regional and corporate levels based on performance data and competitor actions. Produces, performs, and maintains metrics/reporting processes that provides decision-quality information. Acts as a liaison to other divisions to gather the necessary data to fulfill Personal Lines requests for reports, and collaborates with peers to test data and ensure data integrity.

Responsibilities:

Education/License/Designation Requirements

* Bachelor's degree in Finance, Business, or a related field

Specialized Knowledge and Skill Requirements

* Advanced proficiency with Microsoft Office

* Demonstrated experience with planning and forecasting tools/systems

* Proficient with BI tools (SAS, SQL, Tableau, Essbase)

* Exceptional communication skills (verbal and written)

* Advanced mathematical and analytical ability

* Demonstrated experience in leading projects and consulting with leadership

* Intellectual curiosity and drive for continuous improvement; track record of taking initiative

* Demonstrated experience manipulating, analyzing, and deriving insights from large datasets

Additional Job Information:

The Personal Line Financial Forecasting Analyst/Sr. Analyst owns and develops the PL top and bottom line quarterly forecasts, annual RFO P&G Plan, related methodologies and assumptions. Provides deep expertise and insight into forecasting techniques, data needs for all functions of the policy life, execution and maintenance of forecast models to project month-end, quarter-end and year-end results. Utilizes analytical, problem solving and statistical skills to develop and implement complex Excel and/or SAS code and programs. Provides guidance and educates key business partners on forecasting methodologies and assumptions and contributes feedback on the quantification of P&G initiatives.

Depending on qualifications, candidates may be considered at the analyst or senior analyst levels

* Preferred candidates will have experience with SAS, Excel, and Prophix.

* Demonstrated experience forecasting, analyzing, and deriving insights from model output.

* Advanced mathematical analytical, and critical thinking ability.

* Communication and presentation skills are a plus.

Job Description:

Primary Accountabilities

Reporting and Analysis

* Provides accurate and timely reports and analyses with detailed level of financial insights to PL leadership

* Collaborates with PL business partners in the development and delivery of key financial reports and analyses

* Ensures the accuracy and integrity of FP&A reports and analyses

* Provides detailed analyses that explain the drivers of financial performance

* Develops proactive methods for evaluating PL performance and report on the drivers of deviations from plan

* Provides information, analyses, and recommendations to the P&G process and SBU teams

* Works closely with the Data Team and IS to develop a data environment that enables speed and efficiency in the delivery of data insights

Decision Support

* Assists PL business partners and senior financial analysts in developing operational metrics/reports that provide insight and accurate measures of performance and their impact on growth and profit

* Identifies opportunities to improve business practices and procedures

* Analyzes results and reviews initiatives to ensure alignment with short and long term strategies

* Provides quantitative support and data-driven recommendations to PL business partners

Forecasting and Planning

* Completes financial analyses, including cost/benefit and decision-support analyses, that provide divisional and PL leadership with decision-ready information related to product and operational initiatives

* Works closely with PL business partners in the quantification of P&G initiatives

* Creates, executes and maintains forecasting models

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