Lead Financial Planning Analyst - Consolidation & Reporting

Overview

Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners, who share the belief that the majority of property loss is preventable, represent many of the world’s largest organizations, including one of every four Fortune 500 companies. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection.

Summary

Responsible for leading the consolidation of enterprise forecasts, budgets and management reporting for FP&A. The role strengthens the accuracy, consistency and governance of financial information and translates results into clear, decision-ready insight for Finance and business leaders. Working closely with the FP&A Reporting Manager, Finance Business Partners and reporting stakeholders, the role coordinates the reporting cycle, resolves complex issues and drives continuous improvement. As a senior individual contributor, the role provides functional oversight and technical guidance to Financial Analysts without direct people-management accountability.

Schedule and Location

This position is based in Johnston, RI and follows an office-based work model. Flexibility for remote work one day per week, either Tuesdays or Fridays, based on business needs.

Responsibilities

• Lead the consolidation of enterprise forecasts, annual budgets and other planning cycles.
• Establish timelines and requirements, integrate submissions, challenge inconsistencies, resolve complex issues and deliver a complete consolidated view for review.
• Lead recurring management reporting, including the preparation and coordination of clear, accurate and timely reporting packages.
• Translate financial results, trends and key drivers into decision-ready information for Finance and business leaders.
• Strengthen reporting governance and control by defining standards, maintaining consistent definitions, coordinating reconciliations and review activities, and addressing data-quality or reporting issues before information is released.
• Provide day-to-day functional oversight, technical guidance and quality review for Financial Analysts responsible for premium, loss, expense and headcount reporting and analysis.
• Coordinate work priorities and build consistent reporting practices across the team.
• Perform and guide complex variance, trend and driver analysis across actual, forecast and budget results.
• Identify emerging issues, explain business implications and recommend areas for further management attention.
• Partner with Analytics & Transformation colleagues, Finance systems teams and data owners to improve reporting processes, automate manual work, strengthen data quality and support the effective use of planning and reporting tools.
• Serve as a trusted partner and backup to the FP&A Reporting Manager on consolidated reporting deliverables.
• Keep the manager informed of reporting status, risks and open issues, escalate items that need leadership decisions, and support reporting priorities, ad hoc analysis and cross-functional initiatives.
• Build effective stakeholder relationships and promote clear ownership, timely decisions and continuous improvement. 

Qualifications

Required Education

• Bachelor's Degree in Finance, Accounting, Economics, Business Administration or a related field. (A combination of education, work experience and skills may be considered in lieu of a degree.)

Required Work Experience

• 10+ years progressive experience in FP&A, financial reporting, management reporting, accounting or a related finance discipline, including experience consolidating forecasts or budgets and coordinating recurring reporting cycles.

Highly Preferred Work Experience

• Experience independently managing consolidated financial reporting and planning deliverables, including coordinating and reviewing inputs from other analysts, reconciling complex data from multiple sources, and translating results into clear, decision-ready insights for Finance and business leaders.
• Experience identifying and implementing improvements to recurring reporting cycles that strengthen efficiency, accuracy and consistency through standardization and automation.
• Experience contributing to financial planning and reporting system enhancements, such as Anaplan and Power BI, by defining business requirements, validating outputs and supporting testing and implementation.

Required Skills

• Advanced financial planning, consolidation, management reporting and variance-analysis capability.
• Strong understanding of financial statements, reporting controls, reconciliations and data governance.
• Ability to organize complex reporting cycles, manage competing deadlines and maintain accuracy under time pressure.
• Sound judgment and structured problem solving, with the ability to identify root causes and resolve complex reporting issues.
• Ability to translate detailed financial information into concise, decision-ready messages for senior stakeholders.
• Strong collaboration and influencing skills across Finance, business teams, data owners and technology partners.
• Ability to provide technical leadership, quality review and work direction to analysts without formal authority.
• Strong ownership and accountability for the accuracy, completeness and timeliness of consolidated results.
• Ability to give constructive, timely feedback to peers and analysts in a way that strengthens relationships and work quality.
• Ability to balance competing priorities across the analyst group and align their work to reporting timelines.
• Advanced spreadsheet and financial-modeling skills; working knowledge of enterprise planning, reporting and visualization tools.
• Continuous-improvement mindset with the ability to simplify, standardize and automate reporting processes.

Required Technical Skills

• Power BI Reporting experience
• Strong Microsoft Excel skills

Highly Preferred Technical Skills

• Anaplan Reporting experience

The final job title, grade, and salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM’s comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more.
 
FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.