Team Function:
- Report on progress against goals, KPI evaluation, early detection of financial trends
- Build/update reports and provide performance insights using Alteryx, Power BI, SAP, Snowflake, Excel
- Strategize with leadership and develop datasets to monitor business outcomes and track results against expected outcomes
- Monitor quality of business and identify shifting trends
- Support Personal Lines with views into where results are headed and the impacts our decisions have on results
- Collaborate with pricing, reserving, and claims to account for cross function impacts on business results
Role Description:
This role will support the reporting team by building, automating, and maintaining reports and dashboards that monitor business results. Is expected to be technical and be proficient in Excel, SAP/SAC, PowerBI, Alteryx, and PowerPoint. Some of these tools can be taught to a candidate that is a quick learner and has technical skills. Below are additional expectations of this role.
Prepare complex financial reports and analysis for business unit management personnel at all levels. Provide other finance support and special projects as required. Train financial analyst and work closely with Accounting Manager – Finance in developing reports and models to improve the business operations.
- Continuously reevaluates reports/models for improvements in speed and accuracy.
- Improvements are implemented and sustained due to their intuitive nature.
- Documents recurring activities and creates quality job aids for future users.
- Documents and completes all ad hoc requests from business partners and manager.
- Responds in a timely manner to business partner requests with ETA of expected output.
- Communicates complex topics in a way for non-technical audiences to understand.
- Proactively documents and improves existing processes to improve workflow and minimize errors.
- Understands all of the technical nuances of models/reports they own.
- Questions existing formulas that are illogical.
- Prepare monthly budget variance analysis and forecasting reports and provide recommendations.
- Prepare monthly key performance indicator metrics reports and provide analysis on trends and drivers.
- Develop financial and business models to provide the business additional insight to make decisions on improving the business.
- Prepare and review special projects and initiatives to provide critical feedback to business partners.
- Perform consolidation and analysis on annual strategic and financial planning.
- Prepare ad hoc reports, analysis and conduct special projects as necessary.
- Analyze underlying business factors that drive expenses within the department.
- Provide critical feedback on capital appropriation proposals.
- Conduct financial review of vendors and review Capital Appropriation Proposals.
- Lead process improvement projects.
- Promotes safety at all times and complies with safety/ergonomic standards as outlined in relevant company published manuals.
Requirements
Other Critical Skills
- Management Reporting - Intermediate
- Data Analytics - Intermediate
- Report Automation - Intermediate
Software / Tool Skills
- Excel - Advanced (7+ Years)
- Power BI - Intermediate (4-6 Years)
- SAP/SAC - Entry Level (1-3 Years)
- Alteryx - Entry Level (1-3 Years)
- PowerPoint - Entry Level (1-3 Years)
Benefits
This position comes with competitive compensation and benefits package:
- Competitive salary and performance-based bonuses
- Comprehensive benefits package
- Career development and training opportunities
- Dynamic and inclusive work culture within a globally renowned group
- Private Health Insurance
- Pension Plan
- Paid Time Off
- Training & Development
