Financial Planning and Analysis Consultant

Job Summary:

The Financial Planning & Analysis (FP&A) Consultant is responsible for delivering forward-looking financial insights and strategic support to drive performance within the Standard Lines businesses. This role is a trusted advisor to senior executives, leveraging analytics and financial modeling to influence key business decisions. You will proactively identify opportunities, assess risks, and provide actionable recommendations that influence results. The consultant plays a critical role in forecasting, budgeting, and scenario planning, enabling informed decision-making and ensures a deep understanding of business drivers, identify emerging trends, and translate operational impacts into financial outcomes.

Key Responsibilities:

• Analysis and Insights | Go beyond traditional reporting to deliver predictive and prescriptive insights that inform business strategy and operational performance.
• Data-Driven Problem Solving | Develop analytical tools and financial modeling to address complex business challenges across underwriting, pricing, distribution, claims, and expenses.
• Performance Optimization | Identify trends, opportunities, and risks to improve profitability, efficiency, and long-term sustainability.
• Scenario Planning and Forecasting | Develop dynamic models and forecasts that support strategic planning and resource allocation.
• Cross-Functional Collaboration | Partner with business units to align financial strategies with operational goals and market dynamics.
• Mentorship & Influence | Build financial acumen across the organization and act as a trusted advisor to senior executives.

Job Qualifications:

• Experience: 7+ years in Financial Analysis within the insurance industry
• Education: Bachelor's degree in Finance, Economics, Business, Actuarial Science, or related field.
• Skills: Strong analytical and problem-solving capabilities; proficiency in financial modeling, forecasting, and data visualization tools.
• Influence: Proven ability to communicate complex insights clearly and persuasively to senior executives.
• Mindset: Proactive, strategic thinker with a passion for driving business performance through data-driven decisions.

Location:

• Hybrid- defined as working three or more days per week in the office if the employee's residence is within 50 miles of Westfield Center, OH; OR Remote-if the employee resides more than 50 miles from Westfield Center, OH.

Behavioral Competencies:

• Manages ambiguity & complexity
• Business insight
• Financial acumen
• Balances stakeholders
• Collaborates
• Communicates Effectively

Technical Skills:

• Financial Planning & Analysis
• Data Analysis
• Data Modeling
• Financial Modelling

This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.