Accountant

• CBA Process: Assist in analyzing projects, calculating costs, benefits, and projected IRRs. Support the project team in presenting to the CBA committee.
• Annual Budgeting and Forecasting: Contribute to the annual expense budgeting and forecasting process for Life, P&C, and Enterprise businesses. Analyze allocations by company and profit center. Provide updates and training to cost center owners.
• Overhead Expense Analysis: Review and analyze overhead expenses as part of the annual budget process.
• Finance Liaison: Serve as a finance liaison, supporting technology, marketing, sales distribution, and project office groups.
• Reporting and Analysis: Prepare monthly variance reports, including forecasting support and ad hoc projects like headcount reports, project pipeline tracking, and project result tracking. Assist with quarterly commission expense reporting and analysis.
• Budget Tool Administration: Administer the Workday Adaptive Planning budget tool, managing access, designing reports, writing formulas, working with restructures and realignments, and learning to troubleshoot issues.

Required Qualifications:

• Education: Bachelor's degree in Accounting
• Experience: 3-5 years of accounting experience, including exposure to expense analysis

Preferred Qualifications:

• Certifications: CPA designation
• Experience:
• Public accounting experience
• Experience in Financial Planning & Analysis (FP&A)
• Experience supporting shared functional groups as a finance expert or liaison

Skills:

• Exceptional communication skills: Strong verbal and written communication skills, including the ability to articulate financial concepts clearly and concisely.
• Professionalism: Proven ability to interact effectively with all levels of management, including senior executives.
• Strong technical skills: Proficiency in Excel, other accounting software, and financial analysis tools.
• Knowledge of Adaptive Insights, BPC 10.0, SAP Accounting, internal structures, and master data file maintenance