Lead Financial Analyst/STP

This is a grade 15/16 range posting. Your background and qualifications will be evaluated against the skills and experiences required for the position

Interested in joining an innovative and strategic finance team? As a key contributor on the PL Homeowners planning team, your role will be critical in driving in-depth financial analysis, paired closely with underlying business strategy. In this role, you will partner across the organization to drive the development and delivery of quarterly forecasts, annual plans, and thoughtful financial analytics for the ~$10B Personal Lines Homeowners portfolio, which will provide clear, data driven insights for various stakeholders across the USRM organization. The ideal candidate for this role brings strong financial and analytical skills, the ability to work efficiently across teams, as well as be able to manage multiple priorities to meet deliverables.

Key Responsibilities:

• Support the quarterly forecast and annual planning processes for the Home line of business by partnering cross-functionally to collect, consolidate, and analyze inputs & outputs
• Elevate executive storytelling by analyzing results and translating into crisp, decision-oriented narratives for the CFO/CPO
• Design, build, and maintain financial models to support topline and P&L scenario analysis
• Lead ad-hoc analysis of operational and financial results to better understand key drivers and changes
• Review financial modeling output for accuracy and proactively identify risk and opportunity areas
• Accelerate executive ready deliverables by supporting and driving process improvement and automation initiatives (including exploratory work with AI-driven solutions) to improve reporting, analytics, and efficiency
• Support the plan vision workstream as we make progress towards our ultimate vision for forecasting & planning
• Mentor and review work of junior analysts; contribute to a collaborative high-performing team environment

Ideal candidate will have:

• Strong analytical mindset, attention to detail, and ability to manage competing priorities in a fast-paced environment
• Effective written and verbal communication skills; able to translate technical analysis into clear business recommendations for non-technical stakeholders
• Advanced Excel skills; familiarity with Anaplan and on or more BI tools (e.g., Tableau, Power BI) preferred
• Demonstrated ability to build relationships across functions and influence outcomes through data