Sr. Analyst Financial Planning and Analysis

POSITION PURPOSE: 

Under direct Finance VP supervision, lead the Finance Transformation Program, including, but not limited to, driving improvements in reporting, budgeting, and planning processes; implementing efficiency and productivity initiatives across all finance functions; advancing data modeling and analytics capabilities in collaboration with the Data & Analytics (D&A) team; standardizing financial processes across the organization; enhancing management reporting; and providing executive decision-support insights. This role will serve as a key contributor to the Finance AI adoption journey, helping transform the Finance organization into a digital-driven function.

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:

• Lead and coordinate the Finance Transformation Program, ensuring initiatives are aligned with strategic business objectives and finance priorities. 
• Identify, evaluate, and implement opportunities to improve finance processes, controls, and operating efficiency across FP&A, Accounting, Treasury, Finance Operations, Controllership and other finance functions. 
• Drive continuous improvement initiatives focused on automation, simplification, productivity enhancement, and cost optimization. 
• Support the redesign and standardization of finance processes, policies, and reporting frameworks across the organization. 
• Enhance management reporting packages for executive leadership and Board-level audiences.
• Analyze financial and operational performance trends, identifying risks, opportunities, and recommendations for management action.
• Partner with the Data & Analytics (D&A) team to advance finance data architecture, reporting capabilities, and analytical solutions.
• Act as a key contributor to the Finance AI adoption strategy and digital transformation roadmap.

Qualifications

• Bachelor Degree in Accounting, Economy or Business Administration.
• MBA, master’s degree in finance, Business Analytics, Data Science, or related discipline preferred but not exclusive
• Solid 5 years growing experience in financial planning, accounting, or Big four auditing company.
• Preferred knowledge/Experience with Insurance companies
• Strong experience with Power BI, Tableau, Phyton or other business intelligence and visualization tools. 
• Working knowledge of SQL, database structures, and data analytics methodologies. 

• Experience with ERP, planning, and reporting systems such as Workday Adaptive Planning, Oracle, SAP, Hyperion, Anaplan or similar platforms.
• Competency with financial data modelling 
• Ability to manage multiple projects and prioritize tasks, coordinate and meet various deadlines 
• Ability to maintain confidentiality and integrity 
• Demonstrate initiative, flexibility and ability to drive and embrace change 
• Strong process improvement mindset
• Demonstrate a commitment to personal development 
• English & Spanish proficiency preferred.