Sr. Financial Analyst - Financial Planning & Analysis (FP&A)

Founded in 1934, Medical Mutual is the oldest and one of the largest health insurance companies based in Ohio. We provide peace of mind to more than 1.2 million members through our high-quality health, life, disability, dental, vision and indemnity plans. We offer fully insured and self-funded group coverage, including stop loss, as well as Medicare Advantage, Medicare Supplement, and individual plans.

Job Summary:

Provides complex analysis and accurate and timely financial information. Generates management reports and interfaces with corporate departments where necessary. Works independently to solve problems, complete special projects, and conduct monthly activities. Acts as a resource for colleagues with less experience.

Responsibilities:

• Supports corporate departments, both within and outside of Finance, with generating forecasts and analyzing trends in various business areas. Duties also include compiling and reviewing the budgets for corporate departments, taking into consideration actual performance, previous expenditures, and estimated expenses and income.
• Analyzes income statements and prepares reports and recommendations to management.
• Performs various accounting duties including preparing journal entries and preparing account reconciliations. Duties could also involve maintaining accurate spending records and establishing measures for budgetary control.
• Performs more complex research and studies as needed (examples include rates of return, depreciation, investments, and other areas as required).
• Limited supervisory interactions with management. Coaches, mentors, and provides guidance on daily activities.
• Stays abreast of industry trends and developments in order to propose solutions to management regarding any related business or accounting ramifications.
• Performs other duties as assigned

Qualifications:

Education and Experience:

• Bachelors degree with Accounting, Finance, or Business Administration major.
• 5 years progressive accounting or finance experience.
• MBA or representive experience preferred.

Professional Certification(s):

• Certified Public Accountant (CPA) or equivalent preferred.

Technical Skills and Knowledge:

• Advanced Office skills, including MS Access.
• Advanced knowledge of accounting rules and concepts and ability to apply the appropriate accounting standards to the relevant job duties.
• Knowledge of rates of return, depreciation, investments, portfolio covariance analysis.
• Proficient in the use of other automated accounting systems and an ability to serve as a training resource to junior staff members relative to the relevant systems.

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