Key Responsibilities

• Analyze expenses across business units, including variance analysis (actual vs. budget, prior periods, and key drivers)
• Support budgeting and forecasting processes for expenses, including development of allocation methodologies and cost drivers
• Contribute to the design and implementation of expense planning processes within Oracle or similar systems
• Develop, maintain, and enhance datasets, reports, and dashboards using Excel, Power Query, and Power BI
• Work with large, structured datasets, ensuring data accuracy and consistency across reporting and planning outputs
• Identify opportunities to improve expense reporting processes and drive automation of recurring workflows
• Identify and support practical applications of automation and AI to enhance financial analysis, reporting, and efficiency
• Partner with business and functional teams to support understanding of expense drivers and financial results
• Prepare clear, structured analyses and presentations for finance and business stakeholders
• Ensure strong documentation, controls, and reconciliation of expense data and reporting outputs
• Support ad hoc analysis and special projects as needed

Qualifications & Experience

• Solid understanding of financial concepts and expense management as well as strong familiarity with insurance industry concepts
• Experience in FP&A, expense reporting, or financial analysis within a corporate environment
• Strong analytical mindset with exceptional attention to detail
• Advanced Excel skills; proficiency with Power Query and/or Power BI preferred
• Experience working with financial systems (e.g., Oracle, SAP, Hyperion/FCCS) or similar enterprise tools
• Experience working with large datasets and supporting data-driven reporting processes
• Demonstrated experience improving processes, automating workflows, or enhancing reporting efficiency
• Exposure to data analytics tools or AI-driven solutions in a finance context preferred
• Strong communication skills with ability to effectively partner with non-finance stakeholders
• Experience in expense reporting, cost allocations, or budgeting processes is a strong plus
• Experience in Big 4 or similar environment is a plus

Key Competencies

• Extreme attention to detail and commitment to accuracy
• Ability to operate independently and take full ownership of deliverables
• Ability to “roll up sleeves” and work in the details while maintaining a high-level perspective
• Strong business partnering skills and ability to communicate financial concepts clearly
• Quick learner with strong intellectual curiosity and adaptability
• Strong organizational and problem-solving skills
• Ability to manage multiple priorities in a fast-paced environment
• Continuous improvement mindset with focus on automation, efficiency, and innovation
• Comfortable working with large datasets and evolving processes