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Financial Planning
1 week ago
State Street Corporation Boston, MA, United StatesWho we are looking for · The Officer role will report to the Enterprise-wide Team Lead (VP) within the FP&A Centralized Reporting Insights Center and will play a critical role providing overall FP&A Support, Leadership and Strategic Insights for total State Street Financials and ...
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Financial Planning
4 days ago
CFA Institute Boston, United StatesWho we are looking for · The Officer role will report to the Enterprise-wide Team Lead (VP) within the FP&A Centralized Reporting Insights Center and will play a critical role providing overall FP&A Support, Leadership and Strategic Insights for total State Street Financials and ...
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Financial Planning
2 days ago
State Street Corporation Boston, United StatesFunctional · Store and/or access information on a device · Precise geolocation data, and identification through device scanning · Personalised content, content measurement, audience research, and services development · Financial Planning & Analysis Business Analyst, Officer · Fi ...
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Financial Planning
5 days ago
Cambridge Associates Boston, United StatesFinancial Planning & Analysis Internship · POSITION SPECIFICS · Location of position: Boston, MA · Required for application: Resume · Hours/Compensation: Interns are expected to work 40 hours per week from early June through mid-August. Interns will be competitively compensat ...
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Director, Financial Planning
2 weeks ago
Wellington Management Boston, United States Full timeAbout Us · Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, d ...
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Senior Financial Planning
3 weeks ago
Coverys Boston, United StatesSenior Financial Planning & Analysis (FP&A) Analyst page is loaded · Senior Financial Planning & Analysis (FP&A) Analyst · Apply locations Boston time type Full time posted on Posted 5 Days Ago job requisition id R24-615 The Senior Financial Planning & Analysis (FP&A) Analyst wo ...
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Senior Financial Planning
2 weeks ago
Coverys Boston, United StatesThe Senior Financial Planning & Analysis (FP&A) Analyst works closely with senior management to enhance the company's financial performance by assisting with the development of financial plans / forecasts and providing actionable insight to optimize financial results. · The Seni ...
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Director, Financial Planning
2 weeks ago
Beth Israel Lahey Health Boston, United StatesWhen you join the growing BILH team, you're not just taking a job, you're making a difference in people's lives. · Job Type: · Regular · Scheduled Hours: · 40 · Work Shift: · Day (United States of America) · Under the direction of the Executive Director, Financial Planning ...
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Manager, Financial Planning
2 weeks ago
Related Partners, Inc. Boston, United StatesWe are seeking a creative and collaborative Manager, Financial Planning & Analysis with a passion for community driven placemaking. This individual is detail oriented with the ability to learn and thrive in a fast-paced environment. The Manager of Fi Financial Planning, Manager, ...
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Director, Financial Planning
9 hours ago
Santander Bank Boston, United StatesDirector, Financial Planning & Analysis · Boston, United States of America · The Director, Financial Planning & Analysis is responsible for the creation and ongoing management of FP&A projects, processes, and tools to support the FP&A functionality. Conducts financial and econo ...
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Director, Financial Planning
2 weeks ago
Santander Boston, United StatesDirector, Financial Planning & Analysis · Country: United States of America · Job Description: · The Director, Financial Planning & Analysis is responsible for the creation and ongoing management of FP&A projects, processes, and tools to support the FP&A functionality. Conduct ...
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Manager, Financial Planning
3 weeks ago
Wellington Management Boston, United States Full timeAbout Us · Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, d ...
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Manager, Financial Planning
1 hour ago
Related Company Boston, United StatesResponsibilities · We are seeking a creative and collaborative Manager, Financial Planning & Analysis with a passion for community driven placemaking. This individual is detail oriented with the ability to learn and thrive in a fast-paced environment. · The Manager of Financial ...
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Director, Financial Planning
1 week ago
Wellington Management Boston, United StatesAbout Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw ...
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Director, Financial Planning
2 weeks ago
CFA Institute Boston, United StatesAbout Us · Wellington Management · offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries ...
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Financial Planning Associate
2 weeks ago
Fanning Personnel Boston, United StatesWork with advisors on select group of clients to assess needs, goals, and planning issues. · Prepare for and attend client meetings, document notes and work with advisor to complete all necessary follow-ups and document in CRM. · Coordinate the gathering of data from clients, att ...
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Director, Financial Planning
1 week ago
Wellington Management Boston, United StatesAbout Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw ...
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Manager, Financial Planning
2 weeks ago
Related Company Boston, United StatesResponsibilities · We are seeking a creative and collaborative Manager, Financial Planning & Analysis with a passion for community driven placemaking. This individual is detail oriented with the ability to learn and thrive in a fast-paced environment. · The Manager of Financial ...
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Director, Financial Planning
3 weeks ago
Wellington Insurance Group Boston, United States**About Us** · **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 count ...
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Senior Director, Financial Planning
3 days ago
Arrowstreet Capital Boston, United StatesSenior Director, Financial Planning & Analysis (FP&A) · If you would like to know a bit more about this opportunity, or are considering applying, then please read the following job information. · As the Senior Director of FP&A, you will report into the CFO and support the devel ...
Senior Financial Planning - Boston, United States - Coverys
Description
Senior Financial Planning & Analysis (FP&A) Analyst page is loaded Senior Financial Planning & Analysis (FP&A) Analyst Apply locations Boston time type Full time posted on Posted 5 Days Ago job requisition id R24-615 The Senior Financial Planning & Analysis (FP&A) Analyst works closely with senior management to enhance the company's financial performance by assisting with the development of financial plans / forecasts and providing actionable insight to optimize financial results.
The Senior FP&A Analyst assists with the development of the company's planning and forecasting function, providing analysis and insight into financial results to explain actual versus plan results in addition to providing rolling financial forecasts based on underlying drivers of the business.
The role also acts a business partner to the various underwriting groups within the company providing support in the form of tools and templates, analysis of BU level results and ad-hoc requests.
The Senior FP&A Analyst is responsible for aligning annual operating plans with the broader strategic business plan to ensure long-term strategic objectives are on target.
This role works closely with the reserving actuaries to ensure consistency in segment and regulatory reporting.Essential Duties & ResponsibilitiesCreate a more efficient financial planning and reporting process to enhance the analytical data used by management in decision making.
Source the data needed to project financial results including a P&L and balance sheet.The data should be produced at a level that provides sufficient granularity to gain insight into the drivers of the business.
Review existing processes and procedures to develop recommendations to enhance efficiency.Partner with other functional areas e.g., Business Development and Underwriting to ensure timely and accurate completion of financial projections.
Develop and maintain a driver based forecasting process providing management with a rolling six quarter view of financial results. Leverage the process to streamline the formal planning cycle.
Enhance and maintain the planning application and continuously strive to automate the process.
Provide guidance and mentoring to less senior staff on the team.
Integrate the planning system with all relevant financial applications.
Work with Corporate Finance management to ensure the integrity of financial data across the various financial reporting systems and processes.
Ad-hoc analysis, projects and research as needed to support business needs.Education, Requirements & CompetenciesBachelors degree in Accounting, Finance or related field.
At least 4-6 years related experience and/or training in insurance financial planning and analysis, insurance accounting, or insurance public accounting; or equivalent combination of education and experience.
CPA, CFA, or MBA a plus.Excellent communication skills with a proven ability to effectively engage senior managementExperience with planning and forecasting software e.g. Essbase, Adaptive, etc. preferable.
Advanced modeling skills in Excel.
Experience and understanding of Statutory accounting principles {SAP as well as US GAAP.Ability to research and resolve complex issues Base s alary range is $99,000 - $116,500.
Individual compensation packages are based on a variety of factors that are unique to each candidate including location, skill set, experience, qualifications and education.
If youre a caring and customer focused individual who enjoys working with passionate team members, Coverys is the right company for you About UsThe talented employees of Coverys have made us a dynamic company and a thought leader in the industry.
That's why we support a work culture focused on employee engagement and professional development.It's also why we provide our employees with benefit plans that go beyond the basics to retain and attract the very best talent.
Coverys is a growing organization currently enlarging our geographic footprint. Our continued growth requires team members who embrace change, are solution oriented, and demonstrate initiative, motivation, and forward thinking.Coverys is an equal-opportunity employer.
Coverys' job openings are open to all without regard to race, color, national origin, gender, gender identity, religion, age, height, weight, disability, political beliefs, sexual orientation, marital status, family status, or veteran status.
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