Manager, Financial Planning and Analysis

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About Assurance

At Assurance we are disrupting the antiquated and inefficient world of insurance and financial services. Our team of world class software engineers, data scientists, and business professionals are modernizing how people obtain and manage their financial life all through our powerful platform ecosystem. We are rapidly growing as we expand our product offerings and global footprint, and this growth continues to present new and exciting challenges as we push our industry into its future. We eliminate waste throughout the industry and calculate the complex into simple, valuable solutions to improve people's lives. We are humble, driven, and committed to improving the lives of millions. 

About the Position

This position is part of the Corporate Cost Optimization and Performance Measures (C-COPM) unit of the CFO Organization which provides financial support to Controllers and Global Enterprise Services (GES) functions. This team works closely with Senior Management across its client base to provide management reporting, financial analysis, forecasts, and annual budgets. The successful candidate will support the Assurance IQ client with a focus on helping lead the standup of a resource optimization function to assist the business in achieving these growth goals.

This position will provide the candidate high-level exposure to multiple business and corporate stakeholders

while supporting Controllers, P&A, and GES through business optimization, forecasting, budgeting, and

expense reporting.

Job Responsibilities:

  • Serve as the Finance lead for developing the Assurance resource optimization function in support of BU financial and operational objectives.
  • Collaborate with business owners to build hiring plans, develop bottoms-up multi-year forecasts, and perform cost-benefit analysis on strategic initiatives.
  • Develop processes and leverage systems to facilitate governance and control over expense management.
  • Written and oral communication with Senior Management, including providing strategic financial analytics and guidance to key stakeholders.
  • Aligning resource investment levels with desired financial outcomes and returns.
  • Resource capacity planning, optimization, and other relevant analysis for existing and new strategic initiatives.
  • Act as a change agent and ambassador to influence expense management behavior.
  • Development of associated chargeback budgets and allocations.
  • Additional ad hoc requests or project work as required.

Qualifications:

  • Bachelor's degree in finance or accounting, or equivalent experience (MBA a plus)
  • 5-7 years of relevant experience, new business/startup experience a plus
  • Adaptable to different stakeholders, audiences, and environments
  • Demonstrated track record of process improvements/automation through collaboration and technology
  • Excellent presentation skills with the ability to communicate effectively to senior management
  • Proficient analytic, quantitative, and problem-solving skills
  • Must have strong attention to detail
  • Ability to think strategically and evaluate process effectiveness
  • A strong work ethic and a drive to exceed expectations
  • Proven ability to work under tight time constraints and multi-task
  • Strong Excel, PowerPoint, and Data Visualization (SQL experience is a plus)
  • Familiar with Oracle General Ledger, Essbase, Obero, OBI
  • Overtime during peak periods and some travel required

Please review our CCPA policies here.

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Location

We're located in the heart of downtown Seattle at the corner of 5th and Madison, conveniently between Westlake Center and Pioneer Square.

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