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Financial Planning Analyst

3 months ago


Houston, United States Sacred Heart University Full time

American National is seeking a full-time, Financial Planning Analyst. You will perform financial planning & analysis activities to develop a comprehensive plan of action and quarterly forecast aligned to organizational targets. To thrive in this position, you should have forecasting and planning foundational experience, skills in Excel, and the ability to effectively review data and pull together the story that will be shared with key stakeholders. Onsite, Placement Locations: League City, Texas (Preferred) & Houston, Texas How you will make an impact: Collaborate with cross-functional teams to develop financial annual plans and quarterly forecasts aligned with the company’s goals. Collect and consolidate financial data from various sources to support financial analysis and reporting, including assumptions, P&Ls, balance sheets, cash flow, and key performance measures. Partner with stakeholders to enhance the accuracy and efficiency of financial forecasting, budgeting, and analysis. Identify opportunities to streamline financial processes and improve analysis turnaround. Analyze financial information, identify trends and opportunities, and provide insight to support strategic decision-making. Qualifications: Bachelor’s degree in Finance, Accounting, Economics, Actuarial or a related field. Experience in accounting, financial analysis, forecasting, and planning, preferably in the insurance or financial services industry (Will consider internships). Analytical and problem-solving skills with attention to detail. Skills in Microsoft Excel, including (Pivot tables, VLOOKUPs, modeling techniques). Ability to work independently and as part of a collaborative team. American National offers eligible employees and their families medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan. Employees also receive annually a bank of paid time off and paid holidays. We aspire to see people for what they bring to our corporate culture by supporting an inclusive work environment, including an emphasis on a healthy work-life balance, development opportunities, and a casual dress code. American National is an established, stable, and successful multi-line insurance corporation that has provided financial strength and a sense of security to employees, customers, and business partners since 1905. Hiring Practices The preceding job posting was designed to indicate the general nature and level of work performed by employees assigned to this position. It is not intended to be interpreted as a comprehensive list of all duties, responsibilities, and qualifications. American National is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information or any other legally protected categories. #J-18808-Ljbffr