This position will be part of the Direct Group Financial Planning & Analysis (FP&A) team and has the overall responsibility in financial analysis, decision-making, and strategic planning within the Direct Group organization. We are looking for a self-motivated individual with excellent financial and technical skills to join our team.

Essential Functions and Responsibilities

• Monthly review and distribution of Direct Group results, including validations with analysis as required.
• Manage the budget and monthly forecast processes for the entire Direct Group operation.
• Develop and monitor reports to track key performance indicators and financial metrics against targets. Identify variances, and provide insightful analysis and recommendations to drive improvements and optimize financial outcomes.
• Collaborate with various departments, including FP&A, corporate finance, operations, and executive management and actively engage in these cross-functional meetings to provide financial insights and recommendations, and contribute to strategic discussions.
• Utilize SQL to retrieve financial and operational data from databases for analysis as required.
• Utilize Tableau or other BI visualization tools available to present financial data and analysis of results in a clear and concise manner, enabling our business to easily understand and interpret the information.
• Identifies opportunities to streamline financial processes, enhance data quality and accuracy, and automate routine tasks.
• Partner with financial planning and analysis team and various department colleagues to analyze cost/benefit investments to achieve desired revenue growth targets.
• Perform special analyses to support strategic business decision making.
• Perform other duties as assigned by the department head.

Qualifications and Education

• Top notch analytical and problem-solving skills.
• Able to clearly link financial results to performance drivers, generate alternatives, and drive positive change. Strong foundation in financial analysis, including knowledge of financial statements, budgeting, forecasting and variance analysis.
• Working knowledge of SQL and experience working with BI visualizations tools or Charts in Excel.
• Proficient with MS-Office applications. Expert-level Excel. Basic knowledge of Workday or Adaptive Insights is a plus.
• Demonstrated proficiency with financial modeling.
• Time management and the ability to switch between projects quickly and meet deadlines.
• Advanced project management and process improvement skills.
• Ability to anticipate, identify, and resolve complex financial issues.
• Process-orientation with continuous improvement mindset.
• Excellent communication skills with ability to communicate complex financial issues in a clear/concise manner.
• Bachelor's degree in Accounting, Finance, Mathematics or other quantitative discipline from a four-year college or university.
• 1-4 years of relevant FP&A experience.
• Project management experience with exposure to continuous improvement methodologies and tools.
• Insurance industry experience (Life or P&C) preferred.

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