Senior Financial Analyst

SUMMARY

Responsible for providing analytical support to the Alliant Retail P&C Chief Financial Officer (CFO), their team and Alliant Retail leadership, with an emphasis on data analysis. Key responsibilities include management reporting and analysis, data reconciliation, process improvement, and supporting the administration of the Cross-Sell program and validation of program results.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Provides broad analytical support to assigned operating group(s) and acts as a liaison between team and other operational departments.

Analyzes and interprets financial results, comparing actual performance to prior periods, budgets, and forecasts. Clearly articulates to management the narrative behind the numbers.

Designs and prepares ad hoc and standard management reporting.

Proactively seeks opportunities to provide increasingly insightful reports to management.

Independently constructs moderate to complex financial models to analyze the impact of current and proposed company initiatives.

Organizes and analyzes large quantities of data including complex data sets used to support administration of the Cross-Sell program. Maintains accurate records, reconciles data, and validates reported results against source data to ensure the accuracy of work products.

Identifies and interprets patterns and outliers in the data set and provides insight into the meaning of the data.

Partners with IT, Salesforce staff, and other operational departments to develop and maintain the integrity of financial and other enterprise systems and platforms used for reporting and analysis

Proactively identifies areas for process improvement and implements methods to reduce error rates and maximize productivity and efficiency.

Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.

Performs other duties as assigned

QUALIFICATIONS
EDUCATION / EXPERIENCE

Bachelor's Degreein Accounting, Finance, Economics or Mathematicsor related field or equivalent combination of education and experience

Five (5) or more yearsrelated work experience; specifically in a FP&A role

Strong understanding of financial computer systems and data systems

Experience with Salesforce, Power BI or equivalent, and Applied Epic (insurance CRM)-Preferred

Graduate degree or professional certification-Preferred

Certified Corporate FP&A Professional-Preferred

Certified Public Accountant (CPA)-Preferred

Certified Financial Planner-CFP Board-Preferred

SKILLS

Excellent verbal and written communication skills, polished presentation skills

Proficient in Microsoft Office products, with advanced Excel skills and familiarity with Access

Strong planning, organizational, and time management skills

Strong ability to interpret and analyze financial statements

Strong mathematical ability

Ability to prioritize multiple concurrent assignments and complete work by required due dates

Ability to interact professionally with employees across all levels of organization

Technical understanding of data structure, data mining and reporting processes

Highly proactive; actively seeks opportunities for process improvement

Works independently with minimal supervision and as a member of a team

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