Financial Planning Analyst

Amerisure in Farmington, MI

  • Industry: Financial Services - Banking/Investment/Finance - Financial Analyst/Examiner
  • Type: Full Time
  • Compensation: $81,930.00 - 160,270.00 / Year*
position filled

Amerisure is an insurance organization charged with creating exceptional value for its Partners For Success agencies, employees and policyholders. As a property and casualty insurance company, Amerisure s promise to our partner agencies and policyholders begins with a comprehensive line of insurance products designed to protect businesses, as well as the health and safety of every employee. Amerisure is an A.M. Best A (excellent) rated company and services mid-sized commercial enterprises focused in construction, manufacturing and healthcare. We are ranked as one of the top 100 Property & Casualty companies in the United States, with more than $835 million in Direct Written Premium and $937 million in surplus.

Amerisure is currently recruiting for a Financial Planning Analyst to join our team in Farmington Hills, MI.

Position Summary:

Collaborates with financial planning team to execute the companies planning process. Serves as a liaison between budget owners in developing key components of the planning process. Responsible for developing and documenting all planning assumptions.

  • Engage with internal stakeholders regarding key actions related to budget forecasting and operational annual and long-term plans.
  • Responsible for processing and distributing monthly general expense detail reports and preparing correcting journal entries to correct classifications errors.
  • Responsible for budget system administration including, but not limited to, maintenance, report writing and structure, uploads to/from the budget system and general ledger.
  • Develops reference material, user guides or other material to support improved corporate planning, budgeting, expense, and allocation monitoring.
  • Maintain all procedure documentation for planning process.
  • Maintain updated and accurate documentation for plan/forecast assumptions and calculations.
  • Analyze preliminary departmental budgets for completeness, accuracy, and conformance with established procedures, regulations, and organizational objectives.
  • Review plan/forecasts to analyze trends and perform a detailed variance analysis for all accounts to review with financial planning team.
  • Create financial modeling and tools to support the planning process and analysis.
  • Assist in preparation of presentations to senior leadership, Board of Directors, and other key leadership.
  • Seek ways to improve efficiency and processing related to the plan/forecast creation.
  • Bachelor s degree in Finance, Accounting, Business or related field.
  • 3 years accounting, finance or similar experience.
  • Advanced proficiency with Microsoft Office Suite preferred.
  • Ability to build positive partnerships and work collaboratively with cross-functional business teams.
  • Ability to organize and prioritize work to ensure timely deadlines.
  • Excellent problem solving, critical thinking and decision making skills.
  • Strong analytical skills and attention to detail.
  • Ability to effectively build relationships across all levels of the organization.
  • Ability to handle confidential and sensitive information.

Just as we are committed to creating exceptional value for our Partners For Success agencies and policyholders, Amerisure also remains committed to being an employer of choice. We reinforce this commitment by adhering to an Employee Value Proposition that, in part, is provided through a competitive total rewards package. Amerisure offers a Compensation & Benefits Package that includes competitive base pay, performance based incentive pay, comprehensive health & welfare benefits, 401(k) savings plan, and profit sharing. In addition to generous paid time off programs, we allow our employees flexible and remote work arrangements. If you strive for excellence and are committed to personal and professional growth, Amerisure is looking for you.

Amerisure Insurance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Amerisure Insurance complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Amerisure Insurance expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Amerisure s employees to perform their job duties may result in discipline up to and including discharge.
Associated topics: bi, financial analyst, government, guidance, inspect, legal, monitor, refinement, regulation, valuation analyst

* Estimated salary

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