Manager, Financial Analysis

Job Summary:

Are you passionate about driving strategic initiatives and fostering collaboration across teams? Interested in how the P&C industry is responding to disruptive billing, payment, and strategic partnership trends and what it takes to collect, reconcile, and service $27B+ in annual premium activity?

This high visibility role in USRM Finance, on the Financial Operations – Strategy & Enablement team will allow you to build upon leadership and strategic thinking while serving as a consultative finance leader partnering across the Finance organization. You will gain insights into our Financial Operations - one of the most critical customer touchpoints.

As Manager, Financial Analysis, you will lead a team of one to three analysts and drive cross-functional initiatives spanning across billing, payments, and strategic partners. This includes strategic alignment and execution, assessing emerging industry trends, developing robust financial business cases, evaluating vendor/partner economics, and translating competitive and market insights into operational strategy.

The team’s work includes strategic projects, internal consulting, vendor management, competitive & market intelligence, highly visible alignment and enablement activities, and special projects. Success in this role requires thought leadership and influence across Strategy & Enablement, Financial Operations, and USRM Finance to support the operational mission of delivering exceptional customer, agent, and employee experiences.

Responsibilities:

• Manage and develop a team of one to three analysts through coaching, training, day-to-day support, and review of work products.
• Lead cross-functional strategic initiatives (billing, payments, and partners), acting as a consultative advisor on how to win in the market.
• Support vendor and strategic partner management (15+ suppliers), including business cases, performance management, market & category intelligence, contract support, and onboarding/incubation of new capabilities.
• Help to shape and communicate Financial Operations strategic vision, translating it into prioritized roadmaps and executable initiatives
• Drive billing and payments go-to-market strategy and operating model decisions, including fees/discounts, bill plans, partner strategy, and related operational requirements.
• Assess financial impacts of internal/external changes and provide recommendations that improve customer outcomes and financial performance.
• Facilitate leadership alignment and enablement across USRM Finance and Financial Operations to accelerate decision making and execution.
• Initiate and evaluate continuous improvement opportunities; quantify business value and track outcomes.

Ideal Candidates:

Ideal candidates are strong leaders who independently drive cross-functional strategic initiatives and clearly communicate strategy, results, trends, and business impact to audiences up to senior leadership. They bring a continuous improvement mindset, challenge the status quo, and leverage AI solutions to build a high-performing team and a culture grounded in innovation and collaboration.

• Proven people and project leadership, with a track record leading large, high-impact initiatives that deliver strategic priorities.
• Exceptional influencing and communication skills, effectively partnering with and presenting to stakeholders at all levels; able to manage
• multiple relationships and priorities.
• Strong business and operational acumen, able to quickly understand complex processes and translate insights into action.
• Finance and analytics expertise, including building business cases, financial modeling, forecasting/variance analysis, and evaluating
• vendor/partner economics.
• Execution-oriented and adaptable in a fast-paced environment; able to navigate ambiguity and changing
• conditions to achieve results.
• Advanced Microsoft Office skills, especially Excel and PowerPoint