Manager, Financial Planning

1 week ago

St Louis, Missouri, United States AAA Club Alliance Inc. Full time

AAA is hiring for a Financial Planning & Analysis Manager to join our team This role will be responsible for financial planning & analysis support for the Insurance Line of Business (LOB) and finance transformation efforts. This position will assist the Financial Leadership Team in the development of reporting, business models and analysis to support the business for Insurance with the broader organization in mind. In addition, this role will serve as the conduit between the Accounting & Finance teams and the LOB to ensure consistent messaging on business results, open lines of communication, and adequate support for the business partners. This position will also oversee, while providing guidance and mentorship, to the Analysts on the team.

The ideal candidate will have experience working in the insurance industry.

At AAA, your success is our success. What we can offer you:

A competitive salary commensurate with experience Annual Bonus + Annual Merit Increase Eligibility Hybrid or remote schedule available Comprehensive health benefits package 3+ weeks of paid time off accrued during your first year 401(K) plan with company match up to 7% Professional development opportunities and tuition reimbursement Paid time off to volunteer & company-sponsored volunteer events throughout the year Other benefits include a free AAA Premier Membership, Health & Wellness Program, Health Concierge Service, Life Insurance and Short Term/Long Term Disability

The primary duties are:

Business Planning/Forecasting Support : Support insurance business leaders in the development of LOB forecasts, annual operating plans, risk & opp tracking, as well as ad hoc analysis. Analyze any fluctuations between the plan/forecast and actual trends. Identify any risks/opportunities in forecast and support solutions for driving sales and profit.Through analysis of business results, identify and recommend appropriate courses of action to mitigate risk or improve performance. Provide insight and analysis into drivers of change for key metrics (e.g. net revenue, gross margin and net income) versus prior year and plan/projection by business.Consolidate and analyze financial data (budgets, income statement, forecasts, etc.)Conduct historical and predictive analysisAssist in the budget process Support PMO (Project Management Office): Assist in the support and liaise with the PMO on various projects ensuring the financials are accurate.Track actual spend on projects & aquisitions; includes status and forecasts as well as actual versus budget.Continuously evaluate the assessment of the accounting decisions for capital expenditures as opposed to operating expendituresSupport innovation projects for various LOB. Report Development: Develop reporting to support Insurance, while keeping the broader organization in mind.Develop financial models, conduct benchmarking and process analysis. Personnel Management: provide oversight and guidance to analysts.Create and maintain development plansSet and review objectivesMentor with the goal of developing talentRecruit for future openings within the organization Accounting & Control: Maintain and continually improve strong internal controls that ensure company assets are adequately safeguarded always. This includes month end reporting, analysis of results and drivers of change bridges. Drive Continuous Improvement & Problem Identification : Identify and recommend appropriate courses of action to improve processes. Work with LOB as well as finance leaders on ad hoc analysis as needed.Present analytical findings and associate recommendations to Senior Leadership (CFO, CAO, VPs, etc.) Support Finance Transformation efforts Other duties as assigned.

Minimum Requirements:

Bachelor's degree in Finance 6-8+ years' proven working experience as a senior financial analyst or higher Proven success in a deadline driven environment. Ability to identify key variances and highlight these and other issues to business leaders. Excellent written and oral communication skills. Ability to interact effectively at all levels of the organization. Ability to manage multiple projects/priorities. Strong analytical skills and Advanced Excel skills, RPA certification a plus.

AAA Club Alliance (ACA) is an affirmative action - equal opportunity employer.

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