Primary Details

Time Type: Full time

Worker Type: Employee

The Opportunity: In this role you will develop and deliver financial reports by translating numbers into factual and insightful information using internal reporting, collaborating with team members, evaluating complex financial issues and recommending solutions to guide future organizational decisions and ensure alignment with business objectives.

• Location: Sun Prairie, Wisconsin, Chicago, Illinois or New York, New York
• Work Arrangement: This role is a hybrid role, where you will be expected to be in the office 2-3 days per week.
• The starting salary for this role is between $128,000.00 and $240,000.00, depending on experience and location

Your New Role:

•Partner with product and business leaders to support development and preparation of long-term financial models, including gross written premium (GWP) and expense forecasting models to improve business planning, and other analysis to drive new initiatives
•Analyze recent performance and trends including monitoring and developing relevant key performance indicators (KPIs), to measure and monitor returns
•Lead and participate in cross-functional initiatives to ensure alignment across the business and create strong partnerships with business leaders in functional groups to provide advice regarding financial implications of business activities and make recommendations to strategically enhance financial performance
•Identify and implement financial planning and analysis initiatives to simplify and scale the business
•Organize and evaluate quantitative data to identify and explain trends, problems, and root causes
•Provide a framework to support new product and/or strategic initiatives evaluation
•Participates and assists the financial planning and analysis leadership in the development of the annual and long range plans, including participation in the design of the annual planning framework, helping to lead the business and financial plan development, strengthen the business forecasting, reviewing and participating in setting company objectives and action items for revenues and expenses
•Participate in merger and acquisition activities, including modeling and due diligence
•Serve as business partner and contributor to growth and remediation strategies
•Identify information gaps and bridge gaps through process design, and re-engineering as it relates to reporting and forecasting
•Facilitate the development of the management reporting framework to support the growth of the division and its strategic and operational segments, including the design of new reports to provide innovative information to manage the business more effectively
•Develop and maintain financials models with sensitivity analyses around internal and external factors ensure they support overall business objectives
•Work with senior management, financial leadership, product leaders, and business units to assess, identify, and prioritize performance reporting needs including key metrics.
•Prepare executive level presentations and communications with logical reasoning and data support

Required Education

•Bachelor's Degree or equivalent combination of education and work experience

Required Experience

•7 years relevant experience

Preferred Competencies/Skills

•Build and establish constructive and cooperative working relationships and open lines of communication
•Manage data to be accurate, timely and accessible
•Collaborate with people at different levels within the organization to accomplish a common goal; escalate issues when necessary
•High degree of financial acumen and awareness of financial responsibility
•Communicate information in a clear, well-organized, and professional manner
•Prioritize interests of the company and community during decision-making
•Build and maintain professional networks and channels of communication inside the organization
•High attention to detail
•Complete tasks by taking decisive or quick action
•Motivational, inspirational and enthusiastic approach to team leading and management
•Utilize insightful judgment and subject matter expertise to make sound decisions
•Creativity and alternative, open thinking to generate and support new or better ways of doing things

Preferred Education

•Master's Degree

Preferred Experience

•Increasing experience consistent with line of business knowledge
•Finance and reporting experience

Preferred Licenses/Certifications

•Certified Public Accountant (CPA)
•Certified Management Accountant (CMA)
•Chartered Financial Analyst (CFA)

Preferred Knowledge