Financial Analyst, STP I

The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.

Job Summary ?

As a financial analyst on the Distribution & Marketing team within USRM Finance Planning and Analysis, you will be responsible for highlighting financial and operational trends to Distribution and Marketing

executive leadership with a key focus on the Direct and Marketing functions.

The Planning  team leads the NB planning process for D&M by partnering with the business and analytics to model NB trends, funnel performance, and long term growth at a function level. The role

also creates MORs and performs leadership facing analyses across D&M  to analyze the operational health of the business and its impacts to our financial results (heavy concentration on Direct & Marketing while also assisting with the full USPL story). Additionally, this role will assist in expense initiatives, channel economics, and have ownership in the channel P&L process. This role/team is a high exposure opportunity to support and influence leadership decision-making through informed

results-based planning, reporting and presentation.

The ideal candidate for this role is proactive and intellectually curious, has a strong financial acumen, excels at collaboration, and is open to challenging the status quo. The ideal candidate also thrives in a

fast-paced environment and possesses strong technical capabilities (Anaplan, PowerBI, Excel). You will contribute to the organization’s success by driving financial planning, results insights and analyses that provide transparency into our current financial position and inform on future decisions to achieve our goals.

Job Responsibilities 

• Owns the relationship between Finance and Direct and Marketing by collaborating with the business and analytics on all Finance matters
• Owns the NB planning process for Direct and assists with the overall D&M planning process across all lines of business
• Drives critical results and trend analysis of financial and operational variances to plan, prior year, and forecast
• Monitors expense results for Direct and Marketing and builds diagnostic tools to help provide visibility for partners
• Provide sound financial insights and expertise through developing monthly results slides (utilizing Microsoft PowerPoint) and exhibits (utilizing Microsoft Excel and Power BI) to inform leadership decision-making and enable stakeholder self-service
• Continually assesses the efficiency and impact of processes, reports, and tools; proactively identifies continuous improvement opportunities for enhancements and collaborates with others to implement them; leads or actively participates in increasingly complex department projects and continuous improvement activities
• Conducts ad-hoc analyses on emerging trends and effectively summarizes and communicates results to management
• Cultivates strong relationships with business partners within and outside of Finance to ensure collaboration and provide thoughtful financial analysis informed by operational and business drivers
• Gains exposure and opportunities to present to Finance leadership

• Bachelor`s degree required; CPA or Advanced Degree in Accounting, Finance or Business preferred
• Minimum of 7 years of progressive financial analyst and/or finance project/program management
• Excellent analytical, decision making and problem solving skills with the ability to adapt to changing conditions while achieving results
• Must possess strong interpersonal skills to promote discussion while fostering collaboration within the team and with other areas of the organization
• Effectively negotiates project direction and communicates to a variety of audiences and levels of the organization to ensure alignment with project goals and schedules
• Ability to lead meetings and make presentations to increasingly large audiences
• Attention to detail in a fast-paced work environment, and the ability to manage and prioritize multiple projects simultaneously to drive results

**This position may have in-office requirements depending on candidate location.**

As a purpose-driven organization, Liberty Mutual is committed to fostering an environment where employees from all backgrounds can build long and meaningful careers. Through strong relationships, comprehensive benefits and continuous learning opportunities, we seek to create an environment where employees can succeed, both professionally and personally. 

At Liberty Mutual, we believe progress happens when people feel secure. By providing protection for the unexpected and delivering it with care, we help people embrace today and confidently pursue tomorrow.

We are proud to support a diverse, equitable and inclusive workplace, where all 45,000 employees feel a sense of community, belonging and can do their best work. Our seven Employee Resource Groups (ERGs) offer a centralized, open space to bring employees and allies together to connect, learn and engage.

We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: https://LMI.co/Benefits

Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.

Fair Chance Notices

• California
• San Francisco
• Los Angeles
• Philadelphia