Manager, Financial Planning and Analysis

2 months ago

Boston, United States Plymouth Rock Assurance Full time

Overview:

In this role you will work closely with stakeholders within the Plymouth Rock Home Insurance Group and across the various enterprise financial teams to support strategic business planning and financial analysis. Primary responsibilities include generating various reports of revenue and spend, maintaining a library of performance reports, analyzing results, developing tools to drive insights into financial results, providing aggregated and drill-down granular detail of all revenue and expense lines, handling and managing the improvement of the planning process, and engaging in improvement initiatives throughout the Home Insurance Group and finance function.

The ideal candidate thrives in a fast-paced environment, is proactive and intellectually curious, possesses the aptitude to work independently, and is self-motivated with an unrivaled work ethic. This role will contribute to the organizations success by driving complex financial analyses and projects that support ambitious growth and profitability goals.

Essential Functions and Responsibilities:

  • Develop business results reports for management within the Home Insurance Group, focusing on drill-down detail of spends charged or allocated to the Home Insurance Group, and revenue generated by the various legal entities supporting our products.
  • Drive critical and complex analysis and reporting of financial and operational variances to both plan and forecast.
  • Identify solutions to address problems/issues and present recommendations to management.
  • Develop financial plans and forecasts to support execution of Home Insurance Groups goals.
  • Drive key process improvement initiatives for the Home Insurance Group including improved loss forecasting, and refined forecasting and budgeting models.
  • Cultivate strong relationships with other non-Home Insurance units and their financial staff to ensure productive collaboration during the planning and forecast processes.
  • Perform analysis using complex data sets, make recommendations, and present to management.
  • Ownership of report development (dashboards/automated reporting) to answer recurring business questions.
  • Participate in various other special projects and ad hoc requests.

Qualifications and Education:

  • Bachelor's degree (Finance or Accounting preferred) or equivalent experience.
  • 3+ years of financial/analytical experience with recognized high potential for advancement.
  • Accounting knowledge/skills preferred.
  • Insurance industry experience (life or P&C) strongly preferred.

Other Qualifications:

  • Superior analytical skills. Able to clearly link financial results to performance drivers, generate alternatives, and drive positive change.
  • Ability to anticipate, identify, and resolve complex financial issues.
  • Excellent Microsoft Excel skills.
  • Demonstrated proficiency with financial modeling.
  • Experience with SQL will be looked upon favorably.

About the Company

The Plymouth Rock Company and its affiliated group of companies write and manage nearly $2 billion in personal and commercial auto and homeowners insurance throughout the Northeast and mid-Atlantic, where we have built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering environment, and our customers are among the most loyal in the industry. The Plymouth Rock group of companies employs more than 1,900 people and is headquartered in Boston, Massachusetts. Plymouth Rock Assurance Corporation holds an A.M. Best rating of A-/Excellent.

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