Reports to the 2nd VP, Financial Planning & Analysis and serves in the capacity as a business partner to an operating segment of the organization. The position will collaborate with other finance business partners and oversee, direct, and organize the responsibilities of supporting team member(s) to achieve overall department objectives. The finance business partner supports segments and its leaders with all finance-related matters, including financial reporting, earnings analysis, planning, and performance management of strategic projects. The position also provides guidance to leaders and partners in order to drive improved financial results and facilitate fact-based decision making. The finance business partner is knowledgeable about business initiatives and current and future financial performance of the business unit.
Coordinates financial analysis activities for business units (50%)
Supports the operating segment with accurate, timely and actionable management information. Specific duties include:
Providing financial analysis and data insights
Financial reporting
Variance analysis
Trend analysis of key metrics
Facilitates development of the annual plan / detailed expense budgets
Assist in the production of the annual budgets and forecasts
Support in the creation of long-term financial projections
Supports strategic initiatives critical to delivering the strategy
Performance measurement of projects
Monitoring expense allocations within the business unit
Validating the accounting treatment of capital expenditures
Support overall finance team (30%)
Works collaboratively with other finance team members to report accurate and timely results. Specific duties include:
Supporting the close with segment specific estimates and accruals
Preparing monthly and quarterly earnings packages, including variance analysis to forecast, plan, and prior year
Developing the overall enterprise financial plan and quarterly reforecasts
Facilitating the expense allocation process to better inform profitability metrics
Identifying any significant asset write-offs
Special Projects (20%)
Supports operating segment with strategic initiatives and process improvement efforts to gain efficiencies:
Provides leadership to strategic corporate initiatives that impact finance operations, including new product launches, new carrier or client accounts, and strategic transactions
Assists with Allied’s finance transformation, including assessment of forecasting, expense allocation capabilities, variance analysis, and project performance management capabilities
Bachelor’s or Master’s degree in business required. Field of Study: Accounting or Finance
Education and/or professional credentials beyond the bachelor’s degree (e.g., CPA, CFA, MBA) strongly preferred
Minimum of 5 years of corporate finance experience, preferably accounting/finance operations
Demonstrated knowledge of GAAP accounting principles and financial statements
Strong proficiency or aptitude for financial management systems for purposes of data retrieval
Strong proficiency with Microsoft Office products for financial analysis and reporting
Strong behavioral capabilities will be essential, including:
Ability to execute – attention to detail, service quality excellence
Sense of urgency – strong commitment to operational routines and timelines
Dependable, attentive – proactive problem solving with a customer service mindset
Resilient and committed to continuous improvement – continually refining and standardizing processes and deliverables to better serve the business effectively and efficiently
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.
Allied Solutions uses technology based products and services to meet the insurance, lending and marketing needs of more than 4,000 financial institutions in North America. Dedicated to helping their clients grow, protect and evolve their business, Allied Solutions maintains several regional offices and service centers around the country and is a subsidiary of Securian Financial Group, Inc.
