Financial Planning And Analysis Analyst

We’re excited you’re considering joining a great place to work!

Texas Mutual is deeply committed to creating and maintaining an environment of mutual respect and is proud to be an equal opportunity employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to age, race, color, national origin, religion, sex, gender identity, sexual orientation, genetic information, veteran status, or any other basis protected by local, state, or federal law.

About this Position At Texas Mutual, we are proud to create a stronger, safer Texas. That means helping injured workers return to a productive life, empowering businesses to thrive, and giving back to our communities. The Financial Planning and Analysis team plays a major role in these efforts by transforming our overarching company strategies into a financial plan and ensuring we have appropriate resources to execute on our mission.

The Financial Planning and Analysis Analyst (FP&A Analyst) provides senior leaders with the analysis and information they need to make operational, financial, and strategic decisions. Additionally, you will manage the annual budgeting process, budget variance analysis, forecasting, report and KPI development, and delivering financial insights to the business leaders using technical, analytical & financial skills. The FP&A Analyst will also be involved in business case analysis on large spend or acquisition activities, partner with Controllership on cash flow forecasting as well as other analytic teams for cross-divisional efforts.

The ideal person for this position works and communicates effectively in a fast paced, team environment, demonstrates a high degree of initiative and independent judgment, demonstrates confidence, works effectively with or without direction and maintains a high standard of accuracy.

Responsibilities & Qualifications

In this role, you can expect to:

Use financial, analytical & technical skills to develop budgets, forecasts, dashboards, key performance indicators and recommendations, and complete standard and ad hoc financial analysis and modeling.

• Create quarterly and monthly metrics, financial results, variance analysis and headcount reporting by collecting, analyzing, formatting and presenting information.

• Consult and collaborate directly with assigned business units by maintaining strong business understanding of operations to provide required reporting or analysis.

• Be a subject matter expert on high-level initiatives. (i.e. trial balance review meetings, dividend calculations, strategic initiative tracking).

• Manage the annual development of budgets, financial forecasts, and operating plans for assigned business units.

• Lead development of staffing models.

• Lead development of cost-benefit analyses to evaluate new projects and capital investment opportunities using appropriate techniques such as NPV and IRR.

• Analyze complex financial and staffing information and reports to provide accurate financial recommendations to management for decision making and in support of strategic initiatives.

• Analyze current and past trends in key performance indicators including all areas of premium, losses, expenses and capital expenditures highlighting trends and analyzing causes of unexpected variances.

• Perform ad hoc analysis for executives as required involving both quantitative and qualitative analysis of interrelated financial and operational data.

• Provide valuations of our assets by appraising their current condition and remaining useful life.

• Develop a corporate financial model that details the entire company’s operations and projects future performance.

• Manage priorities through effective organization and communication and staying up to date with company-wide initiatives.

• Attend regular divisional and one-on-one meetings with divisional leadership.

The successful candidate must have:

• Bachelor’s Degree or equivalent education, training, or experience

• At least two years of related work experience or any equivalent combination of education, training, and experience that provides the skills necessary to perform the essential functions of the job.

It would be great to also have:

• Microsoft excel (can perform complex functions) skills.

• Intermediate PowerPoint skills.

• Financial analysis and modeling skills utilizing Excel, Tableau, SQL, or other tools.

Our Benefits:

• Hybrid/flexible work schedules for most positions
• Performance bonus
• Professional development and tuition reimbursement
• Automatic 4% employer contribution to retirement plan
• 401k plan with 100% employer match up to 6%
• Three weeks’ time off for vacation
• Generous sick, holiday and volunteer time off
• Day one health, Rx, vision and dental insurance
• Life and disability insurance
• Flexible spending account
• Pet insurance and pet Rx discounts
• Free on-site gym, fitness classes, and health and wellness resources
• Free identity theft protection
• Free 2nd medical opinion service
• Free student loan repayment and refinancing consultation