Financial Specialist building a financial services practice under Allstate's brand. Driving new business and collaborating with licensed professionals in the community.
About the role
- Provide financial planning and control support to business units, including performance analysis, budgeting and reporting. Requires strong analytical skills, advanced Excel and Power BI knowledge, and experience in FP&A or controllership.
Responsibilities
- Provide support to business units in planning and monitoring the performance of the Income Statement (DRE), OPEX, CAPEX and operational KPIs, performing critical analysis, consolidating information and identifying significant variances, their causes and future impacts.
- Lead and sustain result monitoring routines (weekly follow-ups, monthly analyses and management forums).
- Support areas in interpreting results and developing action plans, ensuring focus on execution and performance.
- Actively participate in the budget cycle, including budget preparation, forecast revisions and monitoring short-, medium- and long-term projections.
- Ensure the quality, consistency and reliability of information used in reports and executive presentations.
- Prepare analytical and executive materials to support results discussions and decision-making.
- Work integrally with business units, the holding company, controllership and support functions, respecting established roles and governance.
Requirements
- Bachelor’s degree in Business Administration, Accounting, Economics or related fields.
- Postgraduate degree.
- Advanced Excel skills and knowledge of Power BI.
- Experience in financial planning (FP&A) or controllership, with strong command of Income Statement (DRE) and cash flow analysis, OPEX and CAPEX management, budgeting, forecasting and variance analysis.
- Strong analytical ability to interpret financial and operational data.
- Advantage: experience in infrastructure, sanitation, energy or regulated services companies.
- Knowledge of the Balance Sheet.
- Income Statement (DRE).
- Account reconciliations.
- Systems integration (ERP, accounting, financial and tax modules).
- Availability to travel.
Benefits
- Health insurance.
- Dental insurance.
- Meal and/or food allowance.
- Profit sharing (PLR).
- Zenklub (mental health and nutrition services).
- Gympass.
- Free assistance services (social, legal and financial).
- Life insurance.
- Transportation allowance.
- Office kit.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Personal Financial Representative building financial services practice with Allstate resources. Leveraging agency partnerships and support to drive business in the community.
Senior Finance Manager overseeing Finance Operations and Financial Planning & Analysis at Mercuryo, a fintech startup in Croatia.
Business Finance Manager leading financial tasks and insights for the US region at NNIT, Inc. Collaborating with stakeholders and managing financial projections and reporting processes.
Investment Operations Specialist managing vendor relationships and contract negotiations for investment data services at a global investment management firm. Collaborating with cross - functional teams to ensure data needs are met.
Microsoft Dynamics 365 Senior Consultant managing the overall Dynamics 365 environment for Theeb. Collaborating with stakeholders and ensuring business alignment for digital transformation.
Manager in Finance Consulting focused on analyzing client needs and developing financial solutions for optimal performance at PwC. Responsible for coaching and managing team performance in Kolkata and Gurgaon.
Operations Intern aiding Guggenheim's Investment Management Operations team with various tasks. Involvement in Trade Operations, Data Services, Loan Operations, and Portfolio Management efforts.
Lead Investment Analyst managing investment analysis for institutional retirement plans at Transamerica. Collaborating with teams to launch and monitor investment products focused on client needs.
Financial Analyst III at WashU developing and monitoring budgets and financial reports. Collaborating with department heads and training personnel in financial operations and reporting.