You’ll have the opportunity to turn financial data into meaningful insights and lead operating expense planning and forecasting.
Role
Oversee operating expenses for assigned business areas by leading planning and forecast cycles, developing insightful reporting and analysis, and serving as a key owner of planning systems and models. Ideal candidate will be able to paint a story with data and metrics. This role combines business partnership, financial analysis, and financial systems administration, including the design, maintenance, and enhancement of planning models supporting budgeting, forecasting, and reporting processes.
- Creates meaningful reports and insightful analysis to inform decision making (40%)
- Leads plan and forecasts for operating expenses (30%)
- Planning systems administration, model maintenance, and enhancements (20%)
- Performs month end responsibilities, including accruals, allocations, and miscellaneous journal entries (10%)
- Executive leaders and business unit owners across Symetra (rotation of support areas may be expected)
- Expense operations accounting team
- Bachelor’s or equivalent experience
- 3+ years of experience in FP&A, finance, business analytics, financial systems or operations, insurance industry preferred
- Tailor communication to the specific audience
- Demystify numbers to enable business decisions
- Interpret questions and answers into a digestible format
- Strong ability to build deep relationships with multiple business leaders at various levels of the organization to foster a collaborative environment
- Experience supporting, maintaining, enhancing, or administering financial planning, budgeting, forecasting, or reporting systems – Anaplan model builder experience preferred
- Deep desire to obtain profound understanding of business strategy and value drivers
- Highly developed analytical and problem-solving skills with attention to detail
- Growth mindset with an innate desire and ability to continuously learn and improve
- Adept at innovating to create efficiencies, redefine processes, and advance the team to the next level leveraging AI where applicable
- Proficient with Excel, BI tools (Power BI, Tableau)
