Financial Planning Analyst

Found in: Talent US C2 - 7 days ago


League City, United States American National Full time

Financial Planning Analyst

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. In consideration of candidate qualifications, we will evaluate at the Financial Planning Analyst through Senior job levels. 

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. With focus on our organization’s values and cultural richness: Financial Strength, Integrity, Respect, Service and Teamwork (FIRST) and Agility, Collaboration, and Engagement (ACE) we continue to pursue our vision to be a leading provider of financial products and services for current and future generations.


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