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As a Financial Analyst, FP&A (Financial Planning and Analysis), you will support The Mutual Groups (TMG) actual, budgeting, forecasting and analysis function. You will regularly engage in strategic financial conversations to provide financial outcomes and set key performance indicators measuring the financial health of the organization and member institutions. In this role, you will support the preparation of financial plans and analytics that align with the business strategy. You will provide consolidated analysis for The Mutual Group and its member institutions.

Responsibilities:

• Develop financial analysis, forecasting and business intelligence efforts to ensure efficient financial operations. Prepares consolidated analysis results and makes recommendations for effective financial planning, management and efficient expense management.

• Support the annual financial plan creation process. Assists in financial reforecasts and projections on a regular basis throughout the year.

• Anticipate and analyze financial challenges and opportunities before the business impact is critical.

• Ensure appropriate allocations between divisions and across product lines, including expense allocations, analysis and by-line financials, in coordination with Data Hub.

• Support functional expense analysis (Example: Claims, Finance, Legal, etc.). Works with leaders to understand and develop budgets and provides monthly and quarterly expense analysis throughout the year.

• Partner with the business to proactively identify and drive improvements in performance and expense management. Positively impacts key financial measures and overall corporate results.

• Gather and analyses qualitative and quantitative information impacting effective financial performance and efficiencies. Provides and supports appropriate financial benchmarking comparisons for competitive analysis and expense improvement efforts.

• Prepares reports and presentations for senior management, Board of Directors, member institutions and other key relationships.

• All other duties as assigned.

  Required Qualifications:

• Bachelor's degree in Finance, Accounting, Economics or related field, or equivalent combination of training and experience.

• Four (4+) years of financial planning and analysis experience with a financial service company or consulting company in progressively responsible roles.

  Recommended Qualifications:

• Solid knowledge of financial planning and analysis concepts, terminology and techniques.

• Proficiency with Microsoft applications including PowerPoint, Excel, including complex data and creation of tables, pivots and charts.

• Ability to communicate clearly, concisely with business partners, stakeholders and build relationships.

• Broad knowledge of insurance operations, financial data, GAAP requirements and general regulatory requirements highly desired.

• Experience with Workday, planning or other management reporting systems preferred.

  Benefits:

We are proud to offer a robust benefits suite that includes:

• Competitive base salary plus incentive plans for eligible team members

• 401(K) retirement plan that includes a company match of up to 6% of your eligible salary

• Free basic life and AD&D, long-term disability and short-term disability insurance

• Medical, dental and vision plans to meet your unique healthcare needs

• Wellness incentives

• Generous time off program that includes personal, holiday and volunteer paid time off

• Flexible work schedules and hybrid/remote options for eligible positions

• Educational assistance