Lead Financial Planning Advisor at American Family Insurance, managing revenue forecasting and full P&L to support growth. Collaborate with leaders to drive planning initiatives and analyze performance metrics.
Responsibilities
Facilitate and lead the annual planning process and meetings for the division
Serve as expert resource for operational analysis and planning to other team members
Present divisional plans and analyses to leadership and provide guidance
Collaborate with leadership to implement business plan initiatives and monitor ongoing progress
Lead the analysis of actual performance against budget and the annual business plan and make recommendations
Communicate divisional performance metrics within and outside the division
Lead the planning and development of various financial analyses needed for divisional initiatives
Requirements
Financial planning experience within a Property & Casualty Insurance company strongly preferred
Solid knowledge and understanding of business planning processes and tools
Demonstrated experience presenting business plan and financial information to leadership
Extensive knowledge and understanding of insurance accounting and operations
Extensive knowledge and understanding of forecasting techniques and/or data modeling
Extensive knowledge and understanding of financial reporting, budget, and forecasting techniques
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