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Financial Analyst - Insurance and Private Client Group in Columbus at Huntington

Date Posted: 6/4/2018

Job Snapshot

Job Description

Our Financial Analyst Senior is responsible for the Financial Planning & Analysis (FP&A) activities supporting the Private Client Group segment, primarily supporting the Insurance sub-segment. Prepares extensive and detailed analyses of financial statements and reports, and makes recommendations to appropriate management. Coordinates and analyzes assigned portions of budgeting, forecasting and/or strategic planning. Completes profitability, feasibility and ad hoc analysis of revenues, expense and budget data.

  • Assist in coordinating FP&A activities
  • Responsible for detailed monthly driver-based forecasting for Insurance fees, staff and other expenses requiring detailed understanding of the business, and the drivers of expense and revenues.
  • Weekly reporting of pipeline, fee and deposit movements as well as risks and opportunities within the budgets.
  • Strategic partner to the Insurance group with a good understanding of the customers, the products, and strategic vision of the team.
  • Business Case development for new products and initiatives.
  • Ad hoc involvement in broader Private Client Group projects where needed.

Basic Qualifications:

  • Bachelor's Degree required.
  • 5+ of experience analyzing income and expense trends and developments and preparing analytical reporting.

Preferred Qualifications:

  • Bachelor's degree preference - Finance, Business or Accounting.
  • Basic knowledge of Insurance, Banking, and Trust & Investment products
  • Able to multi-task effectively, be a self-starter, and be able to handle stress with composure and professionalism.
  • Strong written and verbal communication skills with the ability to interface with many levels of management.
  • Strong analytical and critical thinking skills. Understand the concept of materiality (i.e., knows when information is relevant), and possesses solid understanding of major revenue sources.
  • Able to proactively manage issues and assignments, and move work forward with limited direction.
  • Capable of managing changing priorities with ease and poise and with an understanding of priorities.
  • Proficiency in Excel, PowerPoint, Word, and Essbase.
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