Senior Financial Analyst

Posted 21 Hours Ago
Sun Prairie, WI
70K-131K Annually
Mid level
Insurance
The Role
The Senior Financial Analyst will perform financial and budget analyses, manage budgeting tools, conduct variance analysis, enhance reforecasting tools, and deliver accurate financial data. Responsibilities include providing actionable insights to senior leadership, communicating with internal customers, and optimizing business unit operations for efficiency.
Summary Generated by Built In

Primary DetailsTime Type: Full time

Worker Type: Employee

The Opportunity

This role is responsible for performing financial and budget analyses for assigned business lines including the administration of the QBE forecasting tool, evaluating financial data, and performing trend analysis. You will also be reponsible for providing analysis of the budget to actual variance for assigned line(s) of business.

Primary Responsibilities
• Prepare and maintain the budgeting and forecasting tool for assigned line(s) of business
•Prepare variance analysis of budget to actual incorporating objective financial analysis.
•Enhance reforecasting tools for current business plans to incorporate sensitivity analysis, contingency plans and the integration of capital plans
•Deliver timely and accurate financial data by developing various models and reports, analyzing and communicating results, responding to complex financial issues and providing best practice solutions to assist with company direction and decision-making
•Guide readiness of processes, systems and data for an effective planning process
•Optimize operations of assigned business unit/s by analyzing business results and plans to identify future needs and develop & implement process enhancements to increase short- and long-term departmental efficiencies
•Develop knowledgeable recommendations that aide senior leadership in decision making by serving as a functional and technical expert and analyzing financial performance to align budget guidelines and strategies with business requirements
•Provide quality service by communicating with internal customers to address financial and budget practice questions, issues and concerns and ensure understanding of program components
•Contribute to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and value “can do” people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity and fun
Required Education
• Bachelor's Degree or equivalent combination of education and work experience
Required Experience
• 4 years relevant experience
Preferred Competencies/Skills
• Analyze information and use logic to address work-related issues and problems
•Follow established guidelines to focus on details and complete tasks attentively and thoroughly
•Utilize effective research and investigative techniques
•Enter data in an accurate and timely manner
•Appropriately prioritize assigned tasks
•Understand the needs and goals of customers and actively look for ways to meet them; escalate issues when necessary
•High attention to detail
•Adapt and be flexible in a complex, changing environment
•Complete tasks by taking decisive or quick action; Show drive and initiative
•Accept responsibility for one's decisions and actions
•Be a willing, effective, and efficient learner; willingness to receive feedback and take direction
Preferred Education Specifics
• Degree in Finance, Accounting or Business
Preferred Experience
• Financial Planning & Analysis (FP&A)
•professional experience in a finance role
Preferred Knowledge
• Advanced working knowledge of Microsoft Excel and PowerPoint
•Advanced working knowledge of budget financial analysis and financial modeling
•In-depth knowledge of financial operations
•Working knowledge of Microsoft Office Suite
The Opportunity

We can never really predict what’s around the corner, but at QBE we’re asking the right questions to enable a more resilient future by helping those around us build strength and embrace change to their advantage. 

We’re an international insurer that’s building momentum towards realizing our vision of becoming the most consistent and innovative risk partner. 

And our people will be at the center of our success. We’re proud to work together, and encourage each other to enable resilience for our customers, our environment, our economies and our communities. 

With more than 12,000 people working across 27 countries, we’re big enough to make a real impact, but small enough to provide a friendly workplace, where people are down-to-earth, passionate, and kind. 

We believe this is our moment: What if it was yours too? 

Your career at QBE — let’s make it happen! 

https://www.linkedin.com/company/qbe-north-america/ 


US Only - Travel Frequency
• Infrequent (approximately 1-4 trips annually)
US Only - Physical Demands
• General office jobs: Work is generally performed in an office environment in which there is not substantial exposure to adverse environmental conditions. Must have the ability to remain in a stationary position for extended periods of time. Must be able to operate basic office equipment including telephone, headset and computer. Incumbent must be able to lift basic office equipment up to 20 lbs.
US Only - Disclaimer
• To successfully perform this job, the individual must be able to perform each essential job responsibility satisfactorily. Reasonable accommodations may be made to enable an individual with disabilities to perform the essential job responsibilities.
Job Type
• Individual Contributor
Global Disclaimer
• The duties listed in this job description do not limit the assignment of work. They are not to be construed as a complete list of the duties normally to be performed in the position or those occasionally assigned outside an employee’s normal duties. Our Group Code of Ethics and Conduct addresses the responsibilities we all have at QBE to our company, to each other and to our customers, suppliers, communities and governments. It provides clear guidance to help us to make good judgement calls.

Inclusion of Diversity

At QBE, we are deeply committed to fostering an inclusive workplace where each person is valued and respected for their authentic selves. If you require any assistance, such as alternative interview accommodations during the recruitment process, please do not hesitate to inform our Talent Acquisition team.

Compensation

Base pay offered will vary depending on, but not limited to education, experience, skills, geographic location and business needs

Annual Salary Range: $70,000 - $104,000

AL, AR, AZ, CO (Remote), DE, FL, GA, IA, ID, IL (Remote), IN, KS, KY, LA, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NV, OH, OK, OR, PA, SC, SD, TN, TX (Remote, Plano), UT, VA, VT, WI, WV and WY

* * * * *

Annual Salary Range: $77,000 - $115,000

CA (Remote, Fresno, Irvine and Woodland), Greenwood Village CO, CT, Chicago IL, MA, MD, NY (Remote), RI, Houston TX and WA

* * * * *

Annual Salary Range: $87,000 - $131,000

NJ and New York City NY

Benefit Highlights

You are more than your work – and QBE is more than a workplace, which is why QBE provides you with the benefits, support and flexibility to help you concentrate on living your best life personally and professionally. Employees scheduled over 30 hours a week will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health.

We also offer a competitive 401(k) contribution and a paid-time off program. In addition, our paid-family and care-giver leaves are available to support our employees and their families. Regular full-time and part-time employees will also be eligible for QBE’s annual discretionary bonus plan based on business and individual performance.

At QBE, we understand that exceptional employee benefits go beyond mere coverage and compensation. We recognize the importance of flexibility in the work environment to promote a healthy balance, and we are committed to facilitating personal and professional integration for our employees. That's why we offer the opportunity for hybrid work arrangements.

If this role necessitates a hybrid working model, candidates must be open to attending the office 8-12 days per month. This approach ensures a collaborative and supportive work environment where team members can come together to innovate and drive success.

Application Close Date: 27/03/2025 11:59 PM

How to Apply:

To submit your application, click "Apply" and follow the step by step process.

Equal Employment Opportunity:

QBE is an equal opportunity employer and is required to comply with equal employment opportunity legislation in each jurisdiction it operates.

Top Skills

Excel
PowerPoint
The Company
Sydney, New South Wales
11,699 Employees
On-site Workplace
Year Founded: 1886

What We Do

QBE Insurance Group is one of the world's top 20 general insurance and reinsurance companies, with operations in all the key insurance markets. QBE is listed on the Australian Securities Exchange and is headquartered in Sydney. We employ more than 11,000 people in 27 countries.

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