Financial Planning Analyst
2 weeks ago
At Builders Mutual, we believe in the power of a team to get the job done right.
Our team, does their best work each day, creating a one-stop resource for all commercial insurance solutions and construction safety resources, leading to powerful results. Our cultural elements of teamwork, inclusion, expertise, and community aren't just words on a page-it's integral to who we are, how we work, and what sets us apart. We live out our values every day, striving to serve better and achieve more.
The Opportunity
Leverage your industry expertise and join our expanding team in this Financial Planning Analyst role The Financial Planning Analyst is responsible for providing granular data and analysis on business issues, planning, budgeting, and forecasting across the company for management's use in strategic and tactical decision-making. This position will provide a finance point-of-view in helping the department make sound business decisions. This hybrid role will work in our Raleigh office a minimum of two days with the flexibility of remote work three days a week.
Your WORK as a Financial Planning Analyst will make a difference as you:
- Engage business and operations partners to create detailed financial plans and influence investment decisions
- Analyze performance, identify areas of risk and opportunity, and make recommendations to finance and business leadership for improvements
- Support the financial planning process at the department level, inclusive of budgets, re-forecasts, capital planning, and long-term plans.
- Help define and load data into models
- Consolidate smaller forecasts and models into the overall plan and reports
- Conduct analysis of business units, portfolio segments, geographic territories, business lines, and acquisitions
- Gather data to track and review the performance of strategic initiatives
- Learn, prepare, and maintain financial models and tools
- Develop relevant reporting including data preparation, report creation, and quality control; strive to deliver insight, consistent data, and effective visualizations
- Monitor operational statistics, report trends, variances, and issues; take appropriate action to notify the business or financial partners.
- Perform ad hoc analyses
- Assist in building business cases and perform due diligence on potential opportunities and business initiatives
- Apply financial and economic concepts including financial modeling, economic analysis, cash flow, profitability, balance sheet, taxes, financial ratios, KPIs, ROI/NPV/IRR, cost of capital, and strategic analysis
- Demonstrate finance, business, and industry expertise; learn the strategy, drivers, metrics, and data elements of the company
- Establish credibility through respectful, thoughtful interactions, attention to detail, professional integrity, and excellent financial insight.
- 2-4 years of relevant experience in finance or accounting or an equivalent combination of education and experience; Bachelor's degree in the field of accounting
- Experience using SQL or other equivalent database languages
- Experience using visualization tools such as Microsoft Power BI, Qlik Sense, or Tableau
- Experience with data management
- Working experience with EPM systems
- Knowledge of financial concepts and principals
- Ability to work independently and collaboratively
- Highly organized and able to multi-task
- Excellent critical thinking skills and attention to detail
- Expertise in MS Office Suite, including advanced Excel and PowerPoint skills
- MBA or an advanced degree in business, management, or finance preferred.
- FP&A certification preferred
- SAP/GAAP knowledge preferred.
Builders Mutual cares about you, and we offer comprehensive employee benefits built to support your success and wellbeing, including:
- Market-driven compensation and bonus plan
- 3 weeks of paid time off (and your birthday too)
- 37.5-hour work week; end your Friday at 2:30 PM
- Builders University for employees, dedicated to supporting the development and enhancing expertise
- Earn swag and extra time off through peer recognition Builders Bucks program
- Collaboration You are part of a team working together to reach a common goal.
- Empowerment You will feel trusted, valued, and given the resources to be successful.
- Flexibility You will be part of a dynamic work environment designed to allow you to do your best work while also creating the best possible customer experience.
- Impact You will positively influence our business, customers, and industry.
- Sense of pride You will tell others how much you enjoy working at Builders Mutual.
Builders Mutual is an Equal Opportunity Employer.
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