Sr Financial Planning Analyst

Posted 3 Days Ago
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Manila, Metro Manila, National Capital Region, PHL
Hybrid
Senior level
Fintech • Insurance
The Role
Provides financial reporting, analysis, modeling, forecasting, performance tracking, dashboard development, strategic planning support, competitive analysis, and business insights to management. The role monitors financial results, improves processes and reporting tools, supports operational initiatives, and communicates findings across the organization. It requires strong corporate finance expertise, advanced Excel modeling, analytical skills, and proficiency with Microsoft and business intelligence tools.
Summary Generated by Built In

Responsible for providing timely, relevant, and accurate reporting and analysis to facilitate decision-making on strategic initiatives. This position also provides objective business insights, external financial perspective and effective control of infrastructure cost.

Responsibilities
  • Demonstrate financial acumen founded on solid fundamentals as well as a business acumen that reflects an understanding of the dynamics of the business.
  • Provides effective and timely financial advice/analysis with thoughtful business insight/analytics and business performance to management team on key matters affecting the business and its ability to achieve financial results.
  • Develops advanced excel models to assist in reporting and analysis.
  • Tracks financial performance for operational programs and initiatives.
  • Utilizes complex financial models that incorporate all relevant metrics and drivers of the business.
  • Implements business tools and processes, and coordinate training efforts as assigned.
  • Ensures all financial and management reporting requirements are met. Leads the development and implementation of improved metrics/dashboard reporting.
  • Collects, analyzes and reports on key drivers and metrics.
  • Recommends and participates in process improvement initiatives related to business unit objectives.
  • Assists in strategic planning process throughout organization, including monitoring and executing strategic initiatives, as requested.
  • Prepares competitive analysis, market research, and client analysis.
  • Efficiently and effectively communicates results to appropriate levels of management and operational teams on a weekly, monthly, quarterly and annual basis.
  • Upholds the Crawford Code of Business Conduct at all times.
  • May perform other duties as assigned.
Qualifications
  • Bachelor's degree in Accounting or Finance.
  • 5 years of experience in Corporate Finance broadening assignments and experience, with expertise in a number of functional areas.
  • CPA and/or CMA highly desirable.
  • High level of proficiency in developing financial models.
  • Strong analytical and problem solving capability.
  • Proficiency in Visio, Microsoft Office Suite (Word, Excel, Access and Powerpoint), Sharepoint and Power BI.
  • Excellent communication skills, including the ability to present ideas and information in a clear, concise, organized and diplomatic manner; ask appropriate questions in order to obtain information; listen to others to respond effectively to ideas and questions.
  • Proficiency with project planning software tools, preferably Microsoft Project, a plus.

Skills Required

  • Bachelor's degree in Accounting or Finance
  • Five years of experience in Corporate Finance with broadening assignments and experience across multiple functional areas
  • High-level proficiency in developing financial models
  • Strong analytical and problem-solving capability
  • Proficiency in Visio, Microsoft Office Suite, SharePoint, and Power BI
  • Excellent written and verbal communication skills, including presenting ideas clearly and diplomatically
  • CPA and/or CMA certification
  • Proficiency with project planning software, preferably Microsoft Project

Crawford & Company Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Crawford & Company and has not been reviewed or approved by Crawford & Company.

  • Flexible Benefits — Feedback suggests role-dependent perks like company cars, remote options, and tuition assistance add practical value, especially for field adjusters. These flexible elements are highlighted as meaningful in certain positions.
  • Retirement Support — Feedback suggests a 401(k) with company match and an ESPP provide solid financial planning options. These programs are consistently referenced as part of a comprehensive package.
  • Healthcare Strength — Feedback suggests medical, dental, vision, and mental-health support are broadly available. These core plans are viewed as standard but reliable inclusions.

Crawford & Company Insights

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The Company
HQ: Peachtree Corners, GA
7,718 Employees
Year Founded: 1941

What We Do

Based in Atlanta, GA Crawford & Company(R) (www.crawco.com) is the world's largest publicly listed independent provider of claims management and outsourcing solutions to carriers, brokers and corporates, with an expansive global network serving clients in more than 70 countries. The company’s shares are traded on the NYSE under the symbols CRD-A and CRD-B.

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