Description Robert Half is seeking a professional and reliable Financial Analyst to join a firm in the Insurance - Life industry. In addition to measuring, analyzing, and forecasting performance in conjunction with operating plans, you will conduct financial modeling on a variety of financial products in this Financial Analyst role. You will also be responsible for advising management on the distribution of resources to best complete objectives and preparing reports for management. You will focus on areas like forecasting, performance reporting, and expense management as a business partner on tis dynamic team. The Financial Analyst role will consist of supporting world class strategic and financial planning methods, building long-range operating plans to support business imperatives and developing rolling forecast processes to ensure resources every quarter are consumed at maximum effectiveness. Besides the primary duties, other functions will include operationalizing and cultivating a more data-driven planning process and improved monthly and quarterly reporting. In this role, you will be directly involved in the coordination of various planning cycles (annual planning, quarterly forecasts and monthly outlooks), while providing strategic analyses and recommendations. You will provide variance analysis of bookings, revenues and expenses, clearly explaining the business reasons for variances and adjusting the outlook models to reflect operational adjustments. This Financial Analyst role, which is a permanent employment opportunity, is located in the West Des Moines, Iowa.Your responsibilities in this role
Track of monthly and quarterly performance by comparing actuals versus expectations to ensure business partners handle their resources r
Compose and oversee forecasting reports
Provide valuable foresight and decision support through effective Business Intelligence (BI)
Collaborate with senior executives on strategic deep dives through the development of financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation, and prioritization
The ideal candidate should be a highly flexible individual who is comfortable with large amounts of information and adept at managing expectations
Support Area/Segment-level Bookings on a weekly, quarterly and annual basis, as well as P& L forecasting
Collaborate with the Accounting team on the monthly and quarterly financial close process
Ensure plans are properly executed by working with cross-functional partners in Accounting and Operations
Look over performance to date while assessing potential opportunities and risks
Possess the know-how and be able to explain internal and external drivers impacting performance and trending
Lead monthly reporting to business partners on financial results and if any actions are required Requirements - Ability to simplify complex problems and build solutions
Command of Budget monitoring
Budgeting experience preferred
Budget management experience
Account reconciliation experience desired
Experience with Budget Processes
Adeptness in Financial Planning & Analysis (FP& A)
Demonstrated ability to build and deliver effective presentations to audiences with wide-ranging backgrounds
Understanding of Business Intelligence (BI) reporting tools required
Strong communication skills and able to receive criticism well
Qualified in Spreadsheet and ERP system
Experience in problem solving through statistical analysis or with large data sets highly preferable (such as in derivatives, structured finance, or business analytics or in a similarly demanding and analytical role)
Background in problem solving through statistical analysis or with large data sets highly valued (such as in derivatives, structured finance, or business analytics or in a similarly demanding and analytical role)
Financial planning & analysis (go-to-market experience suggested)
BA/BS degree in finance or a related field
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .
