Lead Specialist, Financial Analysis - Business Analysis & Control

In this role you will lead advanced financial analysis and FP&A workstreams to deliver actionable insights across GAAP, statutory, and management reporting. You will drive finance transformation, automate reporting, and strengthen data governance with cross-functional partners. You will apply modern finance platforms, including AWS-based data solutions and Power BI, to improve reporting efficiency and decision-making. This position sits at the core of FP&A and requires partnering with actuarial, capital management, investments, and tech teams to execute priorities.

• Competitive pay
• Bonus eligible
• Benefits package
• Pension plan
• 401k match
• Tuition reimbursement

• Analyze financial performance, trends, risks, and opportunities and translate findings into actionable recommendations
• Develop forecasts, scenario analyses, management reporting, and performance metrics to support planning and decisions
• Maintain controls, governance, documentation, and compliance processes; resolve data/reporting issues
• Identify and implement process, automation, and reporting improvements to increase accuracy and efficiency
• Serve as a subject-matter resource for financial data, reporting tools, analyses, and FP&A processes
• Contribute to Finance process engineering initiatives to standardize and automate planning, forecasting, and reporting
• Coordinate transformation workstreams, partnering with Technology, Data, Actuarial, and Operations
• Develop and maintain scalable financial data models and support data governance, lineage, reconciliation, and quality standards
• Develop executive dashboards and self-service analytics using Power BI and other visualization tools
• Translate complex data into dashboards, scorecards, and metrics for senior leadership and partners
• Promote data visualization, automation, and advanced reporting to shorten cycle times

• Bachelor's degree in accounting or finance
• Ten years of financial analysis experience in insurance, financial services, or investment management
• Expert knowledge of accounting/finance
• Analytical and problem-solving skills
• Strategic thinker with ability to discuss macro business/market and regulatory issues
• Strong organizational skills and prioritization; ability to make timely decisions
• Excellent written/oral communication and presentation skills
• Advanced MS Office, Excel and financial systems skills

• Analytical thinking
• Problem solving
• Clear communication
• Power BI
• AWS data solutions / data lake
• Data governance, lineage and quality