Financial Analysis Senior Consultant

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection. 

Job Description

Step into a pivotal role as a Financial Analysis Senior Consultant, where you'll be at the heart of analyzing investment portfolio results and trends. Your insights will shape client strategies and operations, making a significant impact. As a key contributor to the monthly and quarterly close process, you'll own critical pieces of reporting and analysis, driving the narrative forward.

KEY RESPONSIBILITIES

• Insightful Analysis: Prepare detailed analysis, reports, and presentations to support internal management reporting for the investment portfolio.
• Variance Validation: Review and validate daily and monthly income variances, using advanced query tools to uncover root causes and resolve discrepancies.
• Financial Controls: Execute essential financial statement controls to ensure accuracy and compliance.
• Data Mastery: Analyze large datasets in a controlled environment, ensuring precision and reliability in results.
• Trend Identification: Spot emerging trends and lead discussions to understand their implications, guiding strategic decisions.
• Discrepancy Resolution: Identify and address discrepancies in financial data, ensuring accuracy and integrity.
• Deliverable Excellence: Meet or exceed monthly and quarterly deliverables, proactively communicating challenges and proposing innovative solutions.
• Process Enhancement: Update processes based on evolving requirements from management or advancements in technology/tools.
• Documentation: Prepare and maintain comprehensive documentation for analytical concepts, methodologies, and processes.
• Effective Time Management: Balance multiple tasks efficiently, ensuring timely completion of responsibilities.
• Collaborative Communication: Communicate clearly and collaborate effectively with internal and external teams, fostering a cooperative environment.
• Special Projects: Contribute to special projects and ongoing documentation of processes, methodologies, and controls.

SUPERVISORY RESPONSIBILITIES

• This role does not include supervisory duties.

EDUCATION AND EXPERIENCE

• Preferred: Bachelor's Degree
• Preferred: 3+ years of experience
• Preferred: SQL & Power BI Experience
• Equivalent combinations of education and experience may be considered.

CERTIFICATIONS, LICENSES, REGISTRATIONS

• No certifications, licenses, or registrations required.

FUNCTIONAL SKILLS

• Advanced Business Knowledge: Deep financial skills and understanding of the flow of numbers.
• Financial Concepts: Strong working knowledge of financial and accounting principles.
• Analytical Expertise: Advanced skills in financial model building and analysis.
• Consulting Skills: Intermediate consulting abilities to provide valuable insights.
• Communication: Strong oral and written communication skills, effective with both internal and external stakeholders.
• Interpersonal Skills: Ability to work effectively in a team environment, fostering collaboration.
• Time Management: Advanced organizational skills and adaptability to changing business needs.
• Technical Proficiency: Advanced Microsoft Excel skills and proficiency in Microsoft Office.
• Client Trust: Inspire trust and confidence in clients through strategic and diplomatic relationship management.

What's In It for Your Career:
• Advanced Knowledge: Develop a strong understanding of investment analytics and financial markets, significantly enhancing your financial acumen.
• Impactful Leadership: Lead initiatives that optimize organizational data usage in our center of excellence, directly influencing strategy and improving both data analytics and quality.
• Internal Growth: Thrive within a culture that prioritizes internal mobility, offering clear pathways for advancement and new challenges across teams and functions.

#LI-KV1

Skills

Finance, Financial Analysis, Problem Solving, Reporting and Analysis, Strategic Management

Compensation

Compensation offered for this role is $62,800.00 - 114,175.00 annually and is based on experience and qualifications.

The candidate(s) offered this position will be required to submit to a background investigation.

Joining our team isn’t just a job — it’s an opportunity. One that takes your skills and pushes them to the next level. One that encourages you to challenge the status quo. And one where you can impact the future for the greater good.  

You’ll do all this in a flexible environment that embraces connection and belonging. And with the recognition of several inclusivity and diversity awards, we’ve proven that Allstate empowers everyone to lead, drive change and give back where they work and live. 

Good Hands. Greater Together.

Allstate generally does not sponsor individuals for employment-based visas for this position.

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