Strategic Planning Analyst jobs in Lynchburg, VA

Financial Planning & Analysis Analyst

With 150 years’ experience, Scott Insurance is a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies.  We offer property & casualty, employee benefits, captive insurance, and surety bonds solutions, as well as personal risk services.  An employee-owned company, we are one of the largest independent agencies in the Southeast and have Captive Insurance operations in Grand Cayman and Vermont.  For 28 years, we have earned the distinction of a Best Practices Agency and have consistently been ranked among the top 30 agencies in the country by Reagan & Associates. Scott has nine offices across North Carolina, South Carolina, Tennessee, and Virginia. Our employee owners enjoy a strong, team-centric culture, excellent benefits, and retirement programs. As an employee-owned company, our associates are more than employees; they are owners. This ownership creates a unique company culture and provides significant opportunities for our employee owners.  We are driven by an entrepreneurial spirit and guided by out-of-the box thinking to deliver world-class service to our clients, primarily mid-market companies.

We currently have an opening for a Financial Planning & Analysis (FP&A) Analyst in our Lynchburg, VA office.  If you enjoy working in a dynamic environment that rewards excellence and encourages entrepreneurial thinking, we’d like to hear from you!

PRINCIPAL OBJECTIVES OF THE POSITION

The FP&A Analyst provides financial insight and projections to the accounting team, budgetary support, and ad hoc project support/leadership. This role provides reliable data and analysis to be used in decision-making and planning. This role prepares accurate monthly financial reports, assists in the preparation of presentations that provide thoughtful analysis, identifies action items, and effectively frames decisions that need to be made.

POSITION QUALIFICATIONS AND REQUIREMENTS 

• Bachelor’s degree with five or more years of experience in finance or accounting or a related area
• Master’s degree or professional certifications (CFA, CPA) is a plus
• General knowledge of accounting/financial/operational principles
• Experience developing financial reports and metrics
• Interpersonal and communication skills with the ability to interact with various management levels
• Ability to manage multiple tasks and adapt to a changing, fast-paced environment
• Strong Excel, Word, and PowerPoint skills
• Superior attention to detail and ability to successfully manage multiple competing priorities while maintaining a view of the big picture
• Demonstrated ability to drive projects across an organization

PRINCIPAL DUTIES AND RESPONSIBILITIES 

• Provide FP&A finance support to the accounting teams related to productivity, efficient team structure, reporting, and metrics in a timely manner
• Identify and understand business challenges; propose and create solutions
• Partner directly with the finance team and operations teams to collaborate on metrics, goals, and business reviews
• Dive deeply into financial data and become a subject matter expert to provide additional insight
• Work on corporate projects and initiatives that impact the entire organization
• Create and maintain financial models for various business units and projects
• Identify and research variances to forecast, budget, and prior-year expenses, proactively identifying opportunities for improvement
• Develop and maintain effective relationships with business partners and cross-functional teams at all levels of the organization
• Perform additional duties as assigned