- Monitors financial systems, procedures, and controls for accuracy, analyzes sufficiency of expense accruals and prepares monthly, quarterly, and annual financial statement journal entries and management reports.
- Prepares monthly and quarterly calculations and monitors significant financial statement items such as reinsurance, expenses (DAC, commission, etc.), and losses.
- Assists in the preparation of annual financial planning forecasts and other related planning inputs and exhibits. Provides modeling assistance to determine the impact of potential scenarios and plans.
- Prepares financial analyses and assists with special projects supporting operating units or corporate initiatives (accounting, systems, etc.)
- Assists in the preparation of monthly and quarterly management reporting on actual vs. plan results, providing variance analysis.
- Provide assistance with financial control (SOX) documentation, processes and procedures.
- Development of Key Performance Indicators, Dashboards and Scorecards
- Continuous Improvement and enhanced efficiencies leveraging technology and data warehouses.
- Performs other related duties as assigned by management.
- Bachelor's degree with emphasis in Business, Finance or Accounting; or eight years related experience and/or training; or equivalent combination of education and experience.
- Property/Casualty or other Insurance industry experience preferred.
- Working knowledge of generally accepted accounting principles
- Ability to be proactive, a self-starter with the ability to manage time effectively.
- Possess strong customer orientation.
- Quickly and professionally responds to inquiries.
- Strong communication skills to work effectively with internal and external business partners.
- Regularly and consistently demonstrates commitment to company values and guiding principles.
- Proficient with Microsoft Excel, Word, and Outlook
- Advanced knowledge of Oracle PeopleSoft, Visual Basic and SQL preferred.
Sr. Financial Planning Analyst - Glen Allen, United States - Berkley
Description
Company Details:
We dont believe your career defines you; but we do believe you have the power to define your career. Discover your passions and pursue your dreams with tailored training, mentorships, and opportunities to grow At Berkley Mid-Atlantic Group, we do cool stuff. A lotta cool stuff. Our teams work together to develop innovative sales strategies, create disruptive business models, and deliver world class service. To make all of this happen, we have great people with diverse skill sets - including underwriters, sales teams, claims professionals and risk managers - all collaborating and working together with a common goal of improving the experience for every customer in the Berkley Mid-Atlantic enterprise. We set audacious goals, work hard and laugh together. If youre ready for a challenge and want to work with super people - you know where to find us.
Company URL:
The company is an equal opportunity employer.
Responsibilities:The Senior Financial Planning Analyst will be responsible for the management of the annual planning process, including production and executing of monthly forecasts. Preparation of various analytic schedules for variance from plan and/or forecast. Providing financial analyses in support of initiatives.
We do not accept any unsolicited resumes from external recruiting agencies or firms.
The company offers a competitive compensation plan and robust benefits package for full time regular employees.
The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.