Manager, Financial Planning & Analysis

Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

More information is available on the company's website at: www.alliant.com.

SUMMARY

Responsible for interacting with employees throughout all levels of the organization and provides broad, company-wide analytical support in support of business objectives. Key responsibilities include management reporting and analysis, financial modeling, forecasting, budgeting, partnering with IT on business intelligence (BI) projects, mentoring and supervising other FP&A team members, and completing special projects for management.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provides analytical support to various functional units of the business. Acts as a liaison between Finance and other operating groups. Frequently consults with members of the operating groups to share information and to influence results that maximize EBITDA;

• Analyzes and interprets financial results and can clearly articulate to management the "narrative behind the numbers". Assists with the preparation of materials for monthly business reviews, investor calls, and other presentations. Draws upon deep understanding of business objectives, issues, and root causes to provide analytical insight;

• Sets best-in-class reporting standards. Leads the development and preparation of ad hoc and standard management reports, tailoring the format and content to the specific needs of various internal customers;

• Applies a wide range of analytical and statistical techniques to independently construct sophisticated financial models. Uses results of modeling to provide decision support and recommendations to leadership;

• Works in concert with the Director of FP&A to lead the company-wide forecasting and budgeting processes. Sets standards for planning templates and reports, develops sound global assumptions, constructs plans, identifies and analyzes variances and decision trade-offs, and makes recommendations on how to improve business results;

• Partners with IT and the Director of FP&A to develop long-term strategy for financial systems integration and business intelligence tools;

• Integrates diverse sets of financial and operational data to generate business insight. Develops clear and informative methods of presenting key findings to management;

• Proactively drives continuous improvements and best practices within the FP&A and broader organization to reduce error rates and maximize productivity and efficiency;

• Completes special projects as assigned to support corporate objectives;

• Mentors and supervises other FP&A team members;

• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor's degree in Accounting, Finance, Economics, Mathematics or related field, or equivalent combination of education and experience

Eight (8) or more years related work experience; specifically in a FP&A role

Strong understanding of financial computer systems and data systems

Graduate degree or professional certification (FP&ATM, CPA, CFP, etc.) a plus

SKILLS

Excellent verbal and written communication skills, polished presentation skills

Excellent ability to interpret and analyze financial statements

Strong mathematical ability, including understanding of algebraic functions and statistical forecasting methods

Mastery of data management, financial systems, and other analytical tools

Strong ability to leverage various financial systems and BI tools to produce insightful reports and analyses

Strong planning, organizational, and time management skills

Highly proactive; actively seeks opportunities for process improvement

Project management experience successfully leading cross-functional teams

Ability to interact professionally with employees across all levels of the organization

Works both independently and as a member of a team

Advanced Microsoft Office Suite experience

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We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

For immediate consideration for this position, please click on the "Apply Now" button.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.

For more information on Alliant Insurance Service's benefits, click here.

Other details

• Pay Type Salary

• Min Hiring Rate $140,000.00

• Max Hiring Rate $160,000.00

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• San Diego, CA, USA