Senior Financial Planning Analyst
Senior Financial Planning Analyst
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$ 80000 - 100000
1 Vacancy
Job Description
Position Summary
The Financial Planning Analyst is responsible for conducting financial analysis to support informed decision making and driving budgeting and forecasting activities. The role develops cross functional relationships ensures compliance with regulatory requirements and provides insights to drive business growth. They coordinate the preparation and submission of capital planning documentation conduct thorough analysis of Profit & Loss (P&L) reports monitor key performance indicators and offer comprehensive commentary on variances.What will your job entail
Job Responsibilities:
Conducts financial analysis to support decision-making develops and updates financial projections and stress testing analysis as per established policies and procedures.
Supports the preparation and submission of capital planning documentation and analysis in compliance with financial reporting standards and regulations.
Conducts monthly quarterly and annual analysis of Profit & Loss (P&L) reports providing comprehensive commentary on variances to budget prior periods and forecasts.
Prepares and presents financial reports to management executives and other stakeholders in a clear and concise manner highlighting key insights and trends.
Identifies and implements enhancements to financial planning and analysis processes with the aim of reducing cycle time and improving quality of the management reporting processes.
Analyzes and explains variances between forecasts vs actual financial results investigates discrepancies by partnering with different teams to understand and address underlying issues.
Analyzes historical financial data and industry trends to support budgeting decisions and assesses the financial implications of strategic initiatives while providing recommendations.
Identifies key performance indicators (KPIs) for monitoring and financial reporting. Evaluates the financial performance of different insurance business segments and products and communicates data driven insights and improvements to stakeholders.
Develops ad hoc financial analyses for management and business as required and assists in financial planning projects as requested by stakeholders.
Identifies opportunities for cost optimization and efficiency improvements and collaborates with cross functional teams to implement cost-saving measures.
Work Experience and Education:
Bachelors degree required Business Administration Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
Minimum of 1 year of experience in financial planning and analysis is preferred.
Licenses & Certifications:
Certified Financial Planner (CFP) Chartered Financial Analyst (CFA) is preferred.
Skills:
Technical/Functional Skills:
Accounting
Business Intelligence (BI) Reporting Tools
Financial Planning
Knowledge of GAAP (Generally Accepted Accounting Principles)
Financial Modelling
Financial Analysis and Reporting
Insurance Industry Knowledge
Knowledge of Financial Lines Products
Microsoft Office
Behavioral Skills:
Attention to Detail
Analytical Thinking
Time Management
Business Relationship Management
Effective Communication
Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race creed color religious beliefs physical or mental capabilities gender identity or expressionsexual orientation and many other characteristics bring together varied perspectives and add value to the service we provide our clients trading partnersand policy extends to all aspects of our employment practices including but not limited to recruiting hiring discipline firing promoting transferring compensation benefits training leaves of absence and other terms conditions and benefits of employment.
How We Support Our Teammates
Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them and their family members achieve their physical financial and emotional well-being goals. In addition to paid time off for company holidays vacation sick and personal days Ryan offers paid parental leave mental health services and more.
The target salary range for this position is $80000.00 - $100000.00 annually.The wage range for this role considers many factors such as training transferable skills work experience licensure and certification business needs and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards visit our website provide individuals with disabilities reasonable accommodations to participate in the job application or interview process to perform essential job functions and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at
The above is intended to describe this jobs general requirements. It is not to be construed as an exhaustive statement of duties responsibilities or physical requirements. Nothing in this job description restricts managements right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Required Experience:
Senior IC
Employment Type
Full-Time
