Financial Planning Analyst

Overview

FM Global is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM Global helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and research; risk management skills and support services; tailored risk transfer capabilities; and superior financial strength. To do so, we rely on a dynamic, culturally diverse group of employees, working in more than 100 countries, in a variety of challenging roles.

 

Summary:

The Financial Planning Analyst plays a key role in analyzing the financials of a division / staff function. Provides the Head of FP&A and Finance Business Partners (FBP) with ad hoc and periodic analyses that enables the planning, budgeting, and forecasting (PBF) process and business intelligence (BI).

 

Schedule & Location:

This position is office-based in Johnston, RI and follows a full-time schedule Monday through Friday. Start and stop times are flexible with core business days on-site Monday through Thursday. Occasional domestic travel may be required based on business needs.

Responsibilities

• Delivers quality and timely management reporting to include in planning, budgeting, and forecasting for FBPs and division/staff function decision-makers.
• Supports FBPs with both ad hoc and periodic analyses of the financial performance of a division/staff function to enable PBF process and BI.
• Development of monthly management reporting and financial analysis process for a division/staff function.
• Proactively provides transparent and frequent financial updates, business trends, opportunities, and actionable insights for FBPs that directly relate to strategic initiatives and growth opportunities.
• Maintains engagement with Head of FP&A and FBPs to ensure accurate delivery of analysis.
• Helps develop key assumptions and drivers of PBF process by challenging current ideas.

Qualifications

Required Education:

Bachelor’s degree in accounting or equivalent work experience

 

Highly Preferred Education:

• Professional certification e.g. CPA, ACA, ACCA
• Master's degree

 

Required Work Experience:

7+ years of related work experience in finance/accounting is required

 

Highly Preferred Work Experience:

Finance experience at an insurance company is highly preferred

 

Required Skills:

• Good strategic and execution capabilities
• Good judgement and decisiveness
• Knowledge of business and finance
• Practical experience in financial modeling and forecasting
• Ability to learn quickly and adapt to different division/staff function needs
• Strong written and verbal communication skills
• Ability to multi-task and work in a dynamic, non-routine environment

 

The hiring range for this position is $88,400-$127,100 annually. The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM Global’s comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more.

 

FM Global is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.