Financial Planning & Analysis Analyst – Financial Analysis

Job Description

Financial Planning & Analysis Analyst | Safety National

The Tone:
This is a full-time role at Safety National, located in St. Louis, MO, with a hybrid work schedule. Safety National is an industry leader and a specialty insurance and reinsurance provider, building careers with purpose since 1942. This company prioritizes integrity, teamwork, and stability, investing in employee success both personally and professionally. This role is crucial for supporting financial planning, analysis, and reserving activities, empowering informed decision-making, and driving strategic growth across the organization.

The TL;DR
• Role: Early Career
• Type: Hybrid
• Location: Hybrid, St. Louis, MO
• Pay: $61000–$77500 yearly
• Team: Business Intelligence & Planning Department, as part of the Planning & Reserving team
• Mission: To support financial planning, analysis, and reserving activities that guide strategic decision-making and ensure the integrity and accuracy of financial reporting processes.
• Tech Stack: Microsoft Excel

What You’ll Actually Do
• Planning Support: Support financial planning, analysis, and reserving activities that help guide strategic decision-making across the organization.
• Financial Projections: Develop plan exhibits, compile financial projections, and analyze budget versus actual results.
• Documentation & Coordination: Contribute to maintaining accurate documentation and coordinating plan updates with cross-functional stakeholders.
• Actuarial Assistance: Assist in the preparation and validation of actuarial reserve analyses.
• Reporting Integrity: Directly support leadership insights and help ensure the integrity and accuracy of financial reporting processes.

The Must-Haves
• Background: Bachelor’s degree in Finance, Accounting, Business, Actuarial Science or a related field.
• Experience: 1 or more years of professional experience, including basic proficiency in Microsoft Excel.
• Skills: Foundational analytical skills with the ability to compile and interpret data; strong attention to detail and organizational skills; effective written and verbal communication skills; ability to follow direction, manage tasks, and maintain consistent productivity.
• Bonus: Exposure to financial planning, budgeting, or actuarial concepts; familiarity with insurance industry practices or financial processes; experience supporting reporting, forecasting, or data analysis initiatives; experience collaborating with cross-functional teams or presenting information to stakeholders.