Senior Financial Planning Analyst

American National is seeking a Senior Financial Planning Analyst to join our financial planning and analysis (FP&A) team within a leading insurance company. The successful candidate will play a key role in gathering and analyzing financial data, identifying trends, supporting process improvements, and collaborating closely with our actuarial and investment analytics teams. This role involves managing data in SAP BPC (EPM software), assisting with income statement and balance sheet projections, reviewing GAAP and statutory financial projections, and developing financial models to support strategic decision-making.

Onsite Placement Locations: League City or Houston Texas

What Will You Do

• Collect and organize financial data from various sources, ensuring accuracy and consistency.
• Conduct in-depth financial analysis to support strategic planning and decision-making processes.
• Assist with forecasting and planning activities, contributing to accurate and timely financial projections.
• Maintain and develop forecasting and planning timelines to ensure smooth workflow and alignment with strategic objectives.
• Prepare income statement and balance sheet projections to support company planning and reporting needs.
• Collaborate with actuarial and investment analytic teams to improve insights and drive value through cross-functional partnerships.
• Continuously evaluate and improve processes within the FP&A function to enhance efficiency and effectiveness.
• Review and analyze GAAP and statutory financial projections, supporting compliance and reporting requirements.
• Manage and maintain financial data in SAP BPC (EPM Software), ensuring data integrity and accessibility for stakeholders. This includes loading data, data cleaning within system and creating/maintaining upload templates and reports
• Identify trends, risks, and opportunities within financial data to inform business strategies and actions.
• Develop and refine financial models to project future financial performance and support scenario analysis.
  
  

Qualifications

• Bachelor’s degree in finance, accounting, economics, or a related field
• 4 years of experience in financial planning and analysis, ideally within the insurance or financial services industry
• Proficiency with financial modeling and data analysis, including strong Excel skills
• Experience working with SAP BPC or similar financial planning software
• Strong analytical and problem-solving skills, with attention to detail
• Ability to work cross-functionally and communicate effectively with various teams, especially actuarial and investment professionals
• Process improvement mindset and experience with identifying and implementing efficiencies within financial processes
  
  

Our job titles may span more than one career level. The actual base pay is dependent upon many factors, including training, transferable skills, work experience, business needs, and market demands. The base pay is subject to change and may be modified in the future.

American National offers eligible employees and their families medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan. Employees also receive annually a bank of paid time off and paid holidays. We aspire to see people for what they bring to our corporate culture by supporting an inclusive work environment, including an emphasis on a healthy work-life balance, development opportunities, and a casual dress code.

American National is an established, stable, and successful multi-line insurance corporation that has provided financial strength and a sense of security to employees, customers and business partners since 1905. With focus on our organization’s values and cultural richness: Financial Strength, Integrity, Respect, Service and Teamwork (FIRST) and Agility, Collaboration, and Engagement (ACE) we continue to pursue our vision to be a leading provider of financial products and services for current and future generations.

Hiring Practices

The preceding job posting was designed to indicate the general nature and level of work performed by employees assigned to this position. It is not intended to be interpreted as a comprehensive list of all duties, responsibilities, and qualifications. We are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with the job qualifications, we still encourage you to apply. You may be just the right candidate for this position or other opportunities at American National.

American National’s recruitment policies help us place individuals in a timely and efficient manner. Only the most qualified candidates will be contacted by our recruiting team. Candidates may check the status of their application(s) by logging into their account. Learn more about our company, by following us on social media: LinkedIn, Facebook, Instagram

American National is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information or any other legally protected categories. American National is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.