Western & Southern Financial Group
Director of Planning & Analysis
Western & Southern Financial Group, White Plains, New York, United States,
Overview:The position will collaborate with Finance, Agency and Direct-to-Consumer (DTC) Leadership to develop strategies, tactics and initiatives to help Gerber Life successfully grow its premium stream in an economically viable manner. The person will quantify the impact of the strategies, tactics and initiatives while developing both the Operating Plan and longer term Strategic Plans for Sales, First Year Premium, Renewal Premium and Total Premium. Key assumptions include: Applications, Issues, Policies, Issue Rates, Conversion Rates, Premium per Policy, 1st Year Lapse Rates, Retention Rates and associated Timing Curves. The position will develop unique plans for both Agency and DTC distribution channels. A roll-up for the enterprise will also be provided. The position will generate reports and conduct analysis on monthly, quarterly and YE schedules. Analysis will typically focus on variances to Plan and Year-over-Year (YOY) changes. Additionally, ad hoc reports and analysis will be completed for both internal and external stakeholders. Participation in audits (such as the quarterly DTC Deferred Spend analysis) requires strict attention to detail and adherence to time commitments. The person must love numbers, have great attention to detail, a passion for accuracy and strong documentation skills.
Responsibilities:
Planning and Forecasting - Collaborate with Finance and Marketing Leadership and the greater team to devise growth strategies for all products and both distribution channels (DTC and Agency). Support the development of forecasts of key marketing transactions (Applications, Issues and Policies) for both Agency and DTC. Monitor new programs for performance and timing. Develop the Operating Plan with monthly detail by Product for both Agency and DTC; additionally provide a roll-up for the enterprise. Compare forecasts against financial goals, prior plans, historical results and current trends.
Reporting and Analysis - Conduct variance analysis against forecasts and compare results to performance from One Year Ago (and other time periods). Understand why variances and YOY changes have occurred. Create templates/dashboards and distribute results throughout the organization. Tailor reports to audiences.
Support organization by fulfilling data requests and conducting ad hoc analysis - Fulfills ad hoc data requests and conducts associated analysis. Collaborates with departments across Gerber Life.
Improve organization effectiveness by identifying gaps (and inconsistencies) in data; creates tools and develops new reports - Identifies gaps, inconsistencies and errors in current practices of reporting and analysis; innovatively devises solutions.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications:
Bachelor's Degree In statistics, economics, finance, accounting or business administration (Required)
Advanced degree in finance or MBA (Preferred)
5-8 years of experience within insurance or financial services industry (Preferred)
5-8 years of finance and cost accounting (Required)
Outstanding analytical skills with an extreme attention to detail and a passion for accuracy are required.
Strong business acumen with understanding of the insurance industry.
Outstanding business aptitude, proficient in statistics.
Ability to work at times as an individual and at times within a team environment.
Quick learner and fast adaptor.
Advanced Excel skills.
Intermediate/advanced PowerPoint skills.
Strong quantitative and communication skills.
Familiarity with Cognos is a plus.
Physical and Environmental Requirements:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Note: Posted Hiring Salary Range: 156,400-195,500
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Responsibilities:
Planning and Forecasting - Collaborate with Finance and Marketing Leadership and the greater team to devise growth strategies for all products and both distribution channels (DTC and Agency). Support the development of forecasts of key marketing transactions (Applications, Issues and Policies) for both Agency and DTC. Monitor new programs for performance and timing. Develop the Operating Plan with monthly detail by Product for both Agency and DTC; additionally provide a roll-up for the enterprise. Compare forecasts against financial goals, prior plans, historical results and current trends.
Reporting and Analysis - Conduct variance analysis against forecasts and compare results to performance from One Year Ago (and other time periods). Understand why variances and YOY changes have occurred. Create templates/dashboards and distribute results throughout the organization. Tailor reports to audiences.
Support organization by fulfilling data requests and conducting ad hoc analysis - Fulfills ad hoc data requests and conducts associated analysis. Collaborates with departments across Gerber Life.
Improve organization effectiveness by identifying gaps (and inconsistencies) in data; creates tools and develops new reports - Identifies gaps, inconsistencies and errors in current practices of reporting and analysis; innovatively devises solutions.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications:
Bachelor's Degree In statistics, economics, finance, accounting or business administration (Required)
Advanced degree in finance or MBA (Preferred)
5-8 years of experience within insurance or financial services industry (Preferred)
5-8 years of finance and cost accounting (Required)
Outstanding analytical skills with an extreme attention to detail and a passion for accuracy are required.
Strong business acumen with understanding of the insurance industry.
Outstanding business aptitude, proficient in statistics.
Ability to work at times as an individual and at times within a team environment.
Quick learner and fast adaptor.
Advanced Excel skills.
Intermediate/advanced PowerPoint skills.
Strong quantitative and communication skills.
Familiarity with Cognos is a plus.
Physical and Environmental Requirements:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Note: Posted Hiring Salary Range: 156,400-195,500
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