Financial Planning Senior Analyst - Westfield Center, OH (44251)

Responsibilities Assists in developing financial forecasts and budgets, creating financial models, analyzing financial data, and providing strategic insights and recommendations to senior management.

Conducts ad-hoc financial analysis to support decision-making and identifies areas for improvement.

Works closely with other departments, such as accounting, sales, and operations, to gather financial data and insights.

Designs, develops, builds, and maintains complex financial models aligned to the competitive business strategy to project future financial and operational performance, and to identify optimal key performance indicator targets designed to support achievement of desired business outcomes.

Contributes to the execution and refinement of business benefit realization discipline by working with business partners to articulate desired strategic outcomes.

Identifies, supports, and drives initiatives to continuously improve, automate, and mature financial practices, policies, and methodologies of the financial management discipline including practices in complex financial modelling, operational and financial forecasting, budgeting, etc.

Develops and supports implementation of various frameworks, tools, and other structures designed to provide appropriate controls, oversight, and governance over key financial and operational processes and activities.

Engages in identification and calculation of key financial and operational targets required for achieving desired business outcomes.

Qualifications 5+ years of experience in Financial Planning & Analysis or a related field.

Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field and/or commensurate experience. 3+ years P&C Insurance experience preferred.

Certified public accounting (CPA) designation and/or MBA strongly preferred.

Location Hybrid defined as three or more days per week in the office.

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