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Financial Planning Manager

2 months ago

Des Moines, Iowa, United States EMC Insurance Full time
Financial Planning and Analysis Lead

At EMC Insurance, we're seeking a highly skilled Financial Planning and Analysis Lead to join our team. As a key member of our organization, you'll play a critical role in driving business success through strategic financial planning and analysis.

Key Responsibilities:
  • Develop and manage annual operating plans, ensuring alignment with business objectives and key financial metrics.
  • Utilize advanced financial modeling and planning tools, such as Workday Adaptive planning, to create accurate and attainable plans for departments across the organization.
  • Evaluate the effectiveness of financial models, adapting plans based on real-time data and evolving business conditions.
  • Conduct comprehensive financial and statistical analyses to uncover variances, identify main drivers, and predict future trends.
  • Communicate complex financial information to business partners, facilitating well-informed financial projections and decision-making.
  • Provide variance analysis, identify trends, forecast annual results, and communicate recommendations to leadership.
  • Partner with leaders enterprise-wide to provide budget tools and support budget management.
  • Build a high-performing team, overseeing the FP&A department and developing team members.
  • Collaborate with team members to establish performance goals, monitor status, conduct performance reviews, and provide coaching.
  • Interview, hire, and recommend salary adjustments for team members, as well as resolve disciplinary issues and review results.
  • Develop team expertise, complete succession planning, and implement development plans for critical positions.
  • Support diversity, equity, and inclusion initiatives, fostering an innovative culture and providing guidance on potential changes.
  • Conduct targeted financial analysis on prospective insureds and agents, contributing to the company's risk assessment and partnership strategies.
  • Oversee Branch Profitability analysis, coordinating efforts to ensure accurate and insightful reporting that drives branch performance.
  • Leverage specialized management reporting and in-depth subject matter expertise in financial systems and applications to maximize the use of financial technology.
Requirements:
  • Bachelor's degree in accounting, finance, or a related field.
  • Eight years of experience in accounting or finance, including four years of financial planning and analysis or related experience.
Preferred Qualifications:
  • Excellent knowledge of financial principles, including budgeting, forecasting, and variance analysis, to support strategic decision-making.
  • Strong computer skills with expertise in financial software, advanced Excel functions, and planning models.
  • Advanced ability to gather and analyze a variety of data points, providing comprehensive recommendations to stakeholders.
  • Excellent ability to translate complex technical ideas into understandable terms for diverse audiences.
  • Strong ability to identify, adopt, and implement innovative solutions.
  • Excellent verbal and written communication skills, including documentation and presentation skills.
  • Ability to work on multiple projects while meeting deadlines.

EMC Insurance is an equal opportunity employer and welcomes applications from diverse candidates. Our employment practices are in accordance with the laws that prohibit discrimination due to race, color, creed, sex, sexual orientation, gender identity, genetic information, religion, age, national origin or ancestry, physical or mental disability, medical condition, veteran status, active military status, citizenship status, marital status, or any other consideration made unlawful by federal, state, or local laws.

All of our locations are tobacco-free, including in company vehicles.