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Financial Analyst in Des Moines, IA at QuestPro Consultants

Date Posted: 1/18/2019

Job Snapshot

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Job Description

This position is responsible for compiling analysis to support underlying Statutory and GAAP results and preparing presentation materials for communicating results to senior management and outside stakeholders. In addition to results analysis, the position is also responsible for supporting the multi-year plan process, including preparing aspects of the plan model and related presentation materials. The FP&A team is responsible for delivering value-added business analysis and meaningful financial metrics in support of enterprise-wide decision-making.   This team will have a comprehensive understanding of all key business drivers and sophisticated financial models. 

Duties and ResponsibilitiesThe position is responsible for monitoring results and proactively recommending management actions to achieve our business objectives.  The Financial Planning and Analysis team assists with the analysis of financial results and communication materials to senior management and outside stakeholders and will support investor relations, rating agency relationships, capital, and expense management activities.  The position will also be responsible for areas of the multi-year plan process, including developing appropriate assumptions, developing and executing financial models, and preparing presentation materials for senior management and outside stakeholders. The team will also lead the analysis of complex financial business issues that impact the organization.

Additional responsibilities include:

  • Supporting and partnering with individuals including the leaders across the business to provide value-added insight into the business through a thorough analytical approach.
  • Participate in an efficient and comprehensive process for developing financial plans (annual budgets, monthly re-forecasts and long-range strategic plans); linking analysis to the strategic objectives.
  • Prepares a monthly reporting package for the executive leadership that includes earnings analysis, selected financial statements, KPI’s, and insights into key business trends.
  • Support quarterly GAAP and STAT external reporting to deliver high quality, timely and accurate financial statements including GAAP and STAT projections.
  • Support the preparation process to provide relevant data for earnings release and earnings call processes.
  • Preparation of presentations to senior management, rating agencies, stock analysts, and Boards of Directors.
  • Provide financial modeling, financial analysis and valuation support for acquisitions, new product development, long-term contracts and other ad-hoc financial projects.
  • Develop and enhance competitive intelligence and customer intelligence in partnership with other leaders in finance, investments, actuarial and sales/marketing.
  • Involvement in the analysis of the company’s capital position relative to NAIC, rating agency and other regulatory models requirements.
  • Ensuring the functionality and accuracy of current financial forecasting models.
  • Provide peer company, industry and competitor analysis to help manage our business and to respond to industry issues and concerns on a timely basis.
  • Developing product line profitability monitoring.
  • Analysis of key financial indicators including earnings and ROE, and others.
  • Develop analysis tools (e.g. analytical and trend reports) to assist FP&A, Management Reporting and Financial Reporting review results.
  • Lead business analysis that impacts our ability to achieve results.
  • Support culture of financial transparency and continuous improvement.

    Experience and Education Requirements

    • Bachelor’s Degree in Accounting, Finance, Actuarial or related field.
    • Four – Six years related professional experience in financial reporting and/or analysis required.
    • CPA or MBA strongly preferred.  FSA also a plus.
    • Big-4 Audit Experience highly desirable.
    • Significant insurance experience highly desirable.
    • Knowledge of accounting practices and principles.

    Skills and Abilities

    • Strong communication, organization and interpersonal skills necessary to establish and maintain effective working relationships with others.
    • A passion for new challenges, leadership and delivering results.
    • Strong intuitive and analytical skills; Ability to think ahead and conduct strategic planning.
    • Ability to handle multiple complex tasks and prioritize in a fast paced environment.
    • Ability to think ahead and conduct strategic planning.
    • Ability to handle multiple complex tasks and prioritize in a fast paced environment.
    • Expertise and experience of improving processes and utilizing technology to improve efficiencies.
    • Self-directed individual who works well with teams.


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