The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
The FP&A Associate II partners with business and finance leadership to deliver clear, accurate, and actionable insights on financial results, expense activity, and overall business performance.
This role supports a growing business line, providing significant exposure to how the organization operates while contributing to product expansion and new market initiatives. They play a key role in supporting budgeting, forecasting, and financial reporting processes, while helping translate complex financial data into meaningful insights that inform decision-making.
This is an excellent opportunity for an accounting-focused professional who thrives in a dynamic environment and is eager to contribute to building processes and supporting strategic growth.
Key Responsibilities:
Analyze financial results and explain key drivers, trends, and risks to support business decision-making
Support annual budgeting, quarterly forecasting, and long-range planning processes in partnership with finance and business leadership
Prepare financial reporting and materials for leadership presentations, board reporting, and executive communications
Perform unit cost, product, pricing, expense, and profitability analysis
Partner cross-functionally with accounting, underwriting, operations, and business teams to support ongoing initiatives
Contribute to financial reporting accuracy through analysis, reconciliation support, and understanding of underlying accounting activity
Support strategic growth initiatives and provide ad hoc financial analysis as needed
Core Competencies (Skills, Knowledge and Abilities):
Strong understanding of accounting principles, financial statements, and expense management concepts
Knowledge of budgeting, forecasting, and variance analysis
Advanced analytical and critical thinking skills with the ability to interpret complex financial data
Proficiency in Microsoft Excel, including advanced formulas, pivot tables, and data analysis
Strong communication skills with the ability to translate financial results for non-financial stakeholders
Ability to collaborate effectively across accounting, finance, and business teams
Strong problem-solving skills with a continuous improvement mindset
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Minimum Requirements
Bachelor’s degree in Accounting, Finance, or a related field
2+ years of experience in accounting, FP&A, financial analysis, or a related finance role
Advanced Excel proficiency
Strong analytical, organizational, and problem-solving skills with close attention to detail
Preferred Qualifications
Experience in financial planning and analysis, forecasting, or budgeting
Experience in insurance or financial services industry
Public accounting or audit background
Experience with financial modeling and data analysis tools
Demonstrated curiosity, initiative, and desire to grow within a new or evolving business line