Financial Planning & Reporting Lead

Company
HSB
Location
Hartford , United States

Lead the annual planning and quarterly forecasting activities associated with HSB staffing and expenses.

 

Work in partnership with FP&A business partners and functional leadership and support senior HSB executives as the expense business partner to corporate functions.

 

Responsible for parent company reporting and coordination with MRAm and Munich Reinsurance Controlling to meet deadlines.

 

Oversee HSB enterprise expense management by developing insightful and actionable monthly/quarterly presentations to the senior management team.

 

Serve as the subject matter expert for Oracle workforce planning and expense capabilities and is responsible for the training and support of business users.

 

Lead efforts to streamline and improve analysis of results leveraging existing reporting tools such as Oracle and digital visualization using tools like Power BI, related to HSB Group’s actual, forecast and plan financial and non-financial information.

 

Lead presentations of financial results where requested.

 

Lead efforts to streamline and improve the planning and forecast process using automation tools and lean management process improvement department at HSB.

 

Education and Experience:

• Bachelor's Degree in Finance or Accounting or related field or equivalent work experience.
• 10+ years’ experience in management reporting and financial analysis. 
• P&C insurance experience is preferred.

 

Knowledge and Skills:

• Solid understanding of insurance accounting concepts
• Strong analytical skills and problem-solving skills
• Strong communication and presentation skills
• Ability to develop new / improve existing analysis and visuals
• Ability to adapt in a dynamic environment
• Ability to prioritize multiple tasks and work within tight time frames
• Organized and detail oriented
• Ability to influence at all levels of management
• Strong process improvement acumen
• Strong computer skills including Excel, Oracle EPM Cloud, Oracle Analytics, Power BI, or other digital reporting tools, PeopleSoft G/L and nVision,)

 

At The Hartford Steam Boiler, a subsidiary of Munich Re, we see Diversity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services.   

We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

We are an equal opportunity employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.  The work environment characteristics, and any physical and mental requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee.  Other duties, responsibilities and activities may change or be assigned at any time with or without notice.