Senior Manager, Finance

  • Location
    White Plains, New York
  • Category:
    Financial Services - Underwriting
  • Job Type:
    Direct Hire
  • Job reference:

Sr. Manager, Planning and Analysis

Position Responsibilities:
•Planning and Forecasting

• Reporting and Analysis
• Manage the Marketing Budget -
• Improve effectiveness by creating tools, developing reports and performing analysis - Identify needs, or gaps, in current business practices of planning and analysis. Devise solutions, examples include: Excel templates, Tableau reports, partnering with IT to create or improve Cognos reports and partner with data and technology vendors to create reports and perform analysis. Implement solutions while partnering with internal and external resources. Communicate and share final output with the team.
Selection Criteria:
• Outstanding analytical skills with an extreme attention to detail and a passion for accuracy are required for the development of business plans, forecasts and associated analysis
• Strong business acumen with understanding of the insurance industry are needed as a foundation to the mechanics of forecasting First Year and Renewal Premium
• 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 adapter

Educational Requirements:
• Bachelor’s degree in Statistics, Economics, Finance or Business Administration.
• Advanced degree in Finance or MBA preferred.
• 5 years of experience within Insurance or Financial Services industry
• 5 years of Finance  
• Interested in Marketing

Computer Skills and Knowledge of Hardware & Software Required:
• Advanced Excel skills
• Intermediate/advanced PowerPoint skills
• Strong quantitative and communication skills
• Interest and prior experience in SQL
• Proficient in new technology and/or data visualization platforms such as Power BI, Tableau, etc.
• Proficient in accessing data through DataMart, database, or Google Analytics (GA 360)
• Familiarity with Cognos is a plus

Position Demands:
• Extended hours required during the peak planning period (fall) or during special/ad hoc projects
• Minimal travel
• Highly organized with an adherence to deadlines and commitments
• Ability to provide insight and direction to colleagues that do not possess similar skill sets