A company built to serve you. It's your career, Shelter it!
Financial Planning and Analysis Analyst
Minimum Starting salary $61,781.01 - $76,608.45
Job Level: Individual Contributor
What You Will Be Doing:
Responsible for development and on-going maintenance of the corporate budget and forecasting models, as well as monthly and quarterly analytics and reporting. Collect and interpret data for use in financial modeling, budget, benchmarks, and rolling forecast coordination to provide valuable insight to support Executive management decisions. Utilize advanced data analytics techniques to furnish meaningful observations on ad hoc inquiries from management, internal business partners, and outside vendors.
Hybrid work options are available after acclimatization.
What We're Looking For:
- Bachelor’s degree required, with an emphasis in Accounting, Business Administration, Finance, or other applicable area
- Excellent analytical and modeling skills and a strong understanding of operational accounting and finance concepts including financial statements, ratios, allocations, journal entries, invoicing, and variance analysis.
- Demonstrated capability to analyze data to identify trends, patterns, and provide valuable insights.
- Proficiency with MS Office Suite software, particularly Excel, Outlook, PowerPoint, and Word.
- Experience with development of reports and queries in finance/planning software is a plus. Preference for experience in Workday Adaptive Planning, Workday Financials, and SQL.
- Proven ability and motivation to identify and lead efforts for on-going process improvement and transition to modernized systems and automation when feasible.
- Excellent verbal and written communication skills, with comfort interacting with all levels of the organization.
- Personable, with ability to train and support business partners and troubleshoot problems.
- Capable of working independently while contributing to a team and meeting deadlines.
- Ability to perform the essential functions of the position, with or without a reasonable accommodation.
Shelter's uncompromising commitment to excellence doesn't stop with our customers. We recognize our employees are what make us a premier organization in the insurance industry. Shelter Employees enjoy such benefits as:
- Health, Dental, Voluntary Vision and Prescription Drug Insurance
- Savings and Profit Sharing 401(k)
- Paid Time Off for Sick and Personal Leave, Vacation and Holidays
- Vitality Wellness Program
- "Dress for Your Day" Dress Code
- Flexible Scheduling
- And much more!
Shelter maintains broad salary ranges for its roles in order to account for variations in geographic location, education, training, skills, relevant work experience, business needs and market demands. Please remember that this range is the starting base pay only and does not consider other components that make up the total rewards package for the position.
If interested, please apply by:
01/27/2025
Top Skills
What We Do
Shelter Insurance® is a property casualty insurance company offering auto and home insurance in addition to several other insurance products, including:
Life Insurance
Renters Insurance
Motorcycle Insurance
RV Insurance
ATV Insurance
Boat Insurance
Umbrella Insurance
Personal Articles/Inland Marine Insurance
Farm Insurance
Business Insurance
Shelter Insurance® products are sold by agents in 15 states— Arkansas, Colorado, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Mississippi, Missouri, Nebraska, Nevada, Ohio, Oklahoma and Tennessee. We consistently receive high ratings from A.M. Best Company (a national firm that rates the financial strength and operating performance of insurance companies) and we are a mutual insurance company, which means we are owned by our policyholders rather than stockholders, and governed by a Board of Directors.
We believe integrity and a commitment to continuous improvement are essential, and we make customer service one of our top priorities. Our primary goal is to be a benefit to our customers, communities, employees and our nearly 1,400 licensed agents as we find ways to maintain our strong financial position and protect our policyholders. That view has served us well throughout our company’s history, and we expect it to carry us well into the future.
The Past to the Present
We opened our doors in 1946, but in those days, we were MFA Mutual Insurance® and we only offered auto insurance. We also only operated in Missouri. Through the years, the Shelter Insurance Group of Companies has expanded to 21 states and offers far more products than we did in 1946. The Group of Companies includes Shelter Life Insurance Company, Shelter Reinsurance® and AmShield Insurance®.
Our Vision
Redefine value in the insurance industry.
Our Mission Statement
Be a leader in our communities by providing daily value while we SHELTER what matters most.
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