Sr FP&A Analyst

Why work with us?

The North American branch of Generali Global Assistance offers a diverse and inclusive work environment while employees work towards making real difference in the lives of our clients. As an Organization, we pride ourselves with offering white glove service while being mindful of corporate responsibility and our environmental footprint.

Employees enjoy a plethora of benefits to include:

• A diverse, inclusive, professional work environment
• Flexible work schedules
• Company match on 401(k)
• Competitive Paid Time Off policy
• Generous Employer contribution for health, dental and vision insurance
• Company paid short term and long term disability insurance
• Paid Maternity and Paternity Leave
• Tuition reimbursement
• Company paid life insurance
• Employee Assistance program
• Wellness programs
• Fun employee and company events
• Discounts on travel insurance

Salary Range: $110,000.00 - $140,000.00

Who are we?

Generali Global Assistance is proudly part of the Europ Assistance Group brand and our products utilize a number of corporate and product brands. The brands for our North American team include the following:

• CSA: US travel insurance brand for retail and lodging partners. Learn more here.
• Generali Global Assistance (GGA): The primary Corporate brand in the United States for our travel insurance, travel assistance, identity, and cyber protection, and beneficiary companion products. Learn more here.
• GMMI: the industry standard for global medical cost containment and medical risk management solutions. Learn more here.
• Iris, Powered by Generali: identity and digital protection solution. Learn more here.
• Trip Mate: US travel insurance brand for tour operator, cruise and airline partners. Learn more here.

What you’ll be doing.

Job Summary:

The Senior FP&A Analyst will help develop annual budget and quarterly forecasts, build and analyze financial models, and partner on executive presentations.? The candidate must be able to project manage multiple initiatives, translate quantitative and qualitative concepts into financial models and metrics, and have ability to analyze all parts of the P&L. This position will interface with and support managers with planning and expense analysis. This position is based in our San Diego location and reports to the FP&A Manager.

Principal Duties and Responsibilities:

Annual Budgeting and Quarterly Forecasting

• Assist stakeholders and business units in defining annual Revenue and Expense budgets

• Prepare budget presentation and supporting budget package

• Update annual budget with quarterly forecasts and provide variance analysis

• Maintain sales and expense budget/forecast models

Monthly and Quarterly Reporting

• Provide monthly analysis and commentary on revenue. Maintain Sales database

• Prepare group P&L and report on variances

• Compile, analyze and distribute departmental expense files to key stake holders. Maintain expense database

• Prepare Quarterly Presentation Data for executives

Process Improvement

• Improve legacy financial models, create and modify queries in Bex Analyzer (SAP BW) and SAP Business Planning and Consolidation for group reporting

• Maintain and improve Profitability P&L

Required / Desired Knowledge, Experiences and Skills:

Requirements:

• 8 years of accounting experience

• Experience using SAP/BW/Hyperion/Oracle or other large, automated accounting systems is required

• Advanced to expert level experience using Microsoft Office Suite (Excel, Access, PowerPoint, Word, Outlook) required

• Strong verbal and written communication skills

• Principal Duties and Responsibilities:

• Annual Budgeting and Quarterly Forecasting

• Assist stakeholders and business units in defining annual Revenue and Expense budgets

• Prepare budget presentation and supporting budget package

• Update annual budget with quarterly forecasts and provide variance analysis

• Maintain sales and expense budget/forecast models

• Monthly and Quarterly Reporting

• Provide monthly analysis and commentary on revenue. Maintain Sales database

• Prepare group P&L and report on variances

• Compile, analyze and distribute departmental expense files to key stake holders.? Maintain expense database

• Prepare Quarterly Presentation Data for executives

• Process Improvement

• Improve legacy financial models, create and modify queries in Bex Analyzer (SAP BW) and SAP Business Planning and Consolidation for group reporting

• Maintain and improve Profitability P&L

• Required / Desired Knowledge, Experiences and Skills:

• Requirements:

• 8 ?years of accounting experience

• Experience using SAP/BW/Hyperion/Oracle or other large, automated?accounting systems is required

• Advanced to expert level experience using Microsoft Office Suite (Excel, Access, PowerPoint, Word, Outlook) required

• Strong verbal and written communication skills

Education/Certifications:

Requirements:

• High School Diploma or Equivalent (GED) required.

• Bachelor’s degree in Accounting, Finance, Business, or a similar degree is required

Preferred:

• Advanced degree

Where you’ll be doing it.

This is a hybrid role based out of our San Diego, CA office. As a hybrid role, you will be working onsite 2 days a week and working from home 3 days a week.

Apply today to begin your next chapter.

Don’t meet every single requirement? At Generali Global Assistance, we are dedicated to building a diverse, inclusive and enriching workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

California Residents - Privacy Notice for California Residents Seeking Employment with Generali Global Assistance is available here: https://us.generaliglobalassistance.com/privacy-notice-for-california-residents-seeking-employment/

The Company is committed to providing equal employment opportunity in all our employment programs and decisions. Discrimination in employment on the basis of any classification protected under federal, state, or local law is a violation of our policy. Equal employment opportunity is provided to all employees and applicants for employment without regard age, race, color, religion, creed, sex, gender identity, gender expression, transgender status, pregnancy, childbirth, medical conditions related to pregnancy or childbirth, sexual orientation, national origin, ancestry, ethnicity, citizenship, genetic information, marital status, military status, HIV/AIDS status, mental or physical disability, use of a guide or support animal because of blindness, deafness, or physical handicap, or any other legally protected basis under applicable federal, state, or local law. This policy applies to all terms and conditions of employment, including, but not limited to, recruitment and hiring, classification, placement, promotion, termination, reductions in force, recall, transfer, leaves of absences, compensation, and training. Any employees with questions or concerns about equal employment opportunities in the workplace are encouraged to bring these issues to the attention of Human Resources. The Company will not allow any form of retaliation against individuals who raise issues of equal employment opportunity. All Company employees are responsible for complying with the Company’s Equal Opportunity Policy. Every employee is to treat all other employees equally and fairly. Violations of this policy may subject an employee to disciplinary action, up to and including termination of employment.

Salary : $110,000 - $140,000