Financial Planning & Analysis Lead

The opportunity: The purpose of this role is to lead financial and budget analyses, providing insightful and forward-looking analysis for the AP division. This involves evaluating complex financial data, collaborating with key stakeholders, and influencing investment decision-making. Additionally, the role is responsible for producing accurate and timely management information, including complex financial performance analysis and translating data into decision-relevant insights to ensure alignment with business objectives.

• Location: Sun Prairie, WI (One QBE Way) or Chicago, IL (500 W Madison Street)

• Work Arrangement: This role is hybrid, where you will be expected to be in the office 2-3 days per week

• The salary range for this role is $96,500.00 - $144, 500.00 (WI) and $106,000.00-$159,000.00 (IL)

Responsibilities:

• Develop long-term and near-term financial plans, partnering with relevant functional areas to articulate business priorities and financial plans to execute against those priorities.

• Deliver accurate financial reporting metrics by analyzing financial data, performing complex data entry, verifying accuracy and collaborating with senior leadership as needed.

• Assist Finance Business Partners in developing and executing strategies to help achieve the goals and objectives of the departments/towers.

• Prepare and maintain the budgeting and forecasting tool for assigned line(s) of business.

• Implement KPI and dashboard reporting suites and provide insightful analysis for management.

• Prepare regular reports, recommendations, and interpretations to the leadership group based on financial and operating data and variances in the budget.

• Ensure compliance with existing policies, procedures and relevant regulations/legislations.

• Maintain an efficient, effective and comprehensive process for developing financial plans and analysis that links to the strategic objectives.

• Assist in the financial analysis of feasibility of projects as well as benefits realized from key initiatives.

• Build and maintain relationships with key stakeholders to ensure effective and efficient service delivery.

Work Experience:

Necessary Work Experience includes:

• Some relevant work experience.

Preferred Work Experience includes:

• Significant experience in an accounting/planning and analysis role, with preference for MI system implementation.

• Exposure to insurance business and regional roles.

• Experience in the insurance industry, with exposure to AIFRS being advantageous.

• Preference for work experience in consulting and/or financial planning and analysis, as well as in a shared service environment.

• Professional experience in Financial Planning & Analysis (FP&A) within a finance role, with increasing levels of responsibility.

Qualifications:

Necessary Qualifications include:

• Tertiary Degree or equivalent combination of education and work experience.

• Certificates as an accountant.

Compensation Package: The salary range for this role is provided above. This is the national range for location(s) listed. The salary offer will be decided based on the role's complexity, its location, and the candidate's professional background, including their education and experience. Beyond the base salary, regular full-time and part-time employees will also be eligible for QBE's annual discretionary bonus plan based on business and individual performance.We encourage all candidates to apply, even if their salary expectations fall outside of this range, as we are committed to finding the right fit for our team.

• Hybrid Working - a mix of working from home and in the office

• 22 weeks of paid leave for family growth, with 12 weeks available to all parents on a gender-equal basis

• Competitive 401(k) program with company match up to 8%

• Well-being program including holistic wellbeing coaching, gym membership, confidential counselling, financial and legal advice

• Tuition Reimbursement for professional certifications, and continuing education

• Employee Network and Community - QBE actively supports six Employee Networks, and many ways to give back to your community

To learn more, click here: Benefits | QBE US.

At QBE, we're enabling a more resilient future - for our customers, communities, environment, and for our people. We're building momentum to achieve something significant and know our people are at the center of our success.

Our industry offers interesting and varied careers where you can help people to protect what matters most. As part of the QBE team, you'll get to spend every day working with people who are passionate, talented and kind. And our international scale means we're big enough for your ambitions, yet small enough for you to make a real impact.

Join us now, so you can be part of our success - and we can be part of yours!

https://www.linkedin.com/company/qbe-north-america/

QBE is committed to providing reasonable accommodation to, among others, individuals with disabilities and disabled veterans. If you need an accommodation because of a disability to search and apply for a career opportunity with QBE, please inform our Talent Acquisition team to let us know the nature of your accommodation request and your contact information.

Equal Employment Opportunity:

QBE provides equal employment opportunities to applicants and employees without regard to race; color; gender; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or related medical conditions; protected veteran status; or disability or any other legally protected status.

Supplementary information

Skills:

How to Apply:

To submit your application, click "Apply" and follow the step by step process.

Equal Employment Opportunity:

QBE is an equal opportunity employer and is required to comply with equal employment opportunity legislation in each jurisdiction it operates.