Sr FP&A Analyst

Embark on a Journey That Makes a Difference.

At Generali Global Assistance (GGA) every day is an opportunity to help people explore the world with confidence. Were not just in the business of protectionwere in the business of adventure and peace of mind. Whether its a backpacker trekking through the Andes a family cruising the Mediterranean or a solo traveler chasing the Northern Lights were there to ensure their journey is safe and supported. From assisting with emergency medical claims to guiding customers through trip disruptions or ID theft your work helps turn travel challenges into stories of resilience.

Set Sail on a Career Path to Success.

Our teams value curiosity and collaboration while priding ourselves on fostering a welcoming and inclusive atmosphere for our employees. Elevate your journey through our internal programs including:

• Diversity Equity and Inclusion (DEI) Committee
• Career pathing and Individual Development Plans
• Internal training and intern opportunities
• Women in Business Mentorship Program
• Employee awards and recognition
• Education and professional development assistance program

Passport to Perks Includes:

• Generous Employer contribution for health dental and vision insurance
• Paid Maternity and Paternity Leave

• Scholarship Program for Employee Dependents
• Company match on 401k
• Employee Assistance Program (EAP)
• Company paid short-term and long-term disability insurance
• Company paid life insurance
• Voluntary Pet Insurance
• Voluntary Legal Benefit
• Discounts on travel insurance
• Time off policies including vacation days sick days personal days holidays and volunteer days (VTO)

Your Role on the Expedition:

The Senior FP&A Analyst will help develop annual budget and quarterly forecasts build and analyze financial models and partner on executive presentations. The candidate must be able to project manage multiple initiatives translate quantitative and qualitative concepts into financial models and metrics and have ability to analyze all parts of the P&L. This position will interface with and support managers with planning and expense position is based in our San Diego location and reports to the FP&A Manager.

Chart Your Course:

Annual Budgeting and Quarterly Forecasting

• Assist stakeholders and business units in defining annual Revenue and Expense budgets
• Prepare budget presentation and supporting budget package
• Update annual budget with quarterly forecasts and provide variance analysis
• Maintain sales and expense budget/forecast models

Monthly and Quarterly Reporting

• Provide monthly analysis and commentary on revenue. Maintain Sales database
• Prepare group P&L and report on variances
• Compile analyze and distribute departmental expense files to key stake holders. Maintain expense database

• Prepare Quarterly Presentation Data for executives

Process Improvement

• Improve legacy financial models create and modify queries in Bex Analyzer (SAP BW) and SAP Business Planning and Consolidation for group reporting
• Maintain and improve Profitability P&L

Your Ticket to Success:

Required Qualifications:

• High School Diploma or Equivalent (GED) required
• Bachelors degree in Accounting Finance Business or a similar degree is required
• 8 years of accounting experience
• Experience using SAP/BW/Hyperion/Oracle or other large automated accounting systems is required
• Advanced to expert level experience using Microsoft Office Suite (Excel Access PowerPoint Word Outlook) required
• Strong verbal and written communication skills

Preferred Qualifications:

• Advanced degree

Position Coordinates:

This is a hybrid role based out of our San Diego CA office. As a hybrid role you will be working onsite 2-3 days a week and working from home 2-3 days a week.

Time for Take-off:

While there is some flexibility in the hours this position will be Monday-Friday during regular business hours (approximately 8:00am-5:00pm). Occasional overtime may be required according to business need.

One team. Every destination.

Generali Global Assistance is proudly part of the Europ Assistance Group and our products utilize a number of corporate and product brands. The brands for our North American team include the following:

• CSA: US travel insurance brand for retail tour operator cruise and lodging partners. Learn more here.
• Generali Global Assistance (GGA): The primary Corporate brand in the United States for our travel insurance travel assistance identity and cyber protection and beneficiary companion products. Learn more here.
• GMMI: the industry standard for global medical cost containment and medical risk management solutions. Learn more here.
• Iris Powered by Generali: identity and digital protection solution. Learn more here.

Explore new horizons apply today!

Dont meet every single requirement At Generali Global Assistance we are dedicated to building a diverse inclusive and enriching workplace so if youre excited about this role but your past experience doesnt align perfectly with every qualification in the job description we encourage you to apply anyways. You may be just the right candidate for this or other roles.

California Residents - Privacy Notice for California Residents Seeking Employment with Generali Global Assistance is available here: Company is committed to providing equal employment opportunity in all our employment programs and decisions. Discrimination in employment on the basis of any classification protected under federal state or local law is a violation of our policy. Equal employment opportunity is provided to all employees and applicants for employment without regard age race color religion creed sex gender identity gender expression transgender status pregnancy childbirth medical conditions related to pregnancy or childbirth sexual orientation national origin ancestry ethnicity citizenship genetic information marital status military status HIV/AIDS status mental or physical disability use of a guide or support animal because of blindness deafness or physical handicap or any other legally protected basis under applicable federal state or local law. This policy applies to all terms and conditions of employment including but not limited to recruitment and hiring classification placement promotion termination reductions in force recall transfer leaves of absences compensation and training. Any employees with questions or concerns about equal employment opportunities in the workplace are encouraged to bring these issues to the attention of Human Resources. The Company will not allow any form of retaliation against individuals who raise issues of equal employment opportunity. All Company employees are responsible for complying with the Companys Equal Opportunity Policy. Every employee is to treat all other employees equally and fairly. Violations of this policy may subject an employee to disciplinary action up to and including termination of employment.