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Lead Financial Planning Analyst, Consolidation and Reporting

FM · Johnston, RI · Financial Planning and Analysis (FP&A); consolidated reporting

Employment type

Full-time

Work setting

On-site

Location

Johnston, RI

Schedule

Day shift

Posted

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Job overview

Lead Financial Planning Analyst, Consolidation and Reporting is an office-based role in Johnston, RI, with flexibility for remote work one day per week, Tuesday or Friday, based on business needs. Compensation is not specified. The role supports FM’s FP&A reporting and planning work for Finance and business leaders.

What you'll do

  • Lead consolidation of enterprise forecasts, annual budgets, and planning cycles
  • coordinate submissions and resolve inconsistencies
  • lead recurring management reporting
  • translate financial results and trends into decision-ready information
  • strengthen reporting governance and controls
  • provide functional guidance and quality review to Financial Analysts
  • perform variance and trend analysis
  • and partner with analytics, finance systems, and data owners to improve and automate reporting.

What we're looking for

Skills & competencies
lead financial planning analyst
consolidation and reporting
johnston ri
fm
fp&a
forecasts and budgets
management reporting
variance analysis
power bi
microsoft excel
financial governance
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Incentive plan
  • health and well-being programs
  • 401(k) and pension plan
  • career development
  • tuition reimbursement
  • flexible work
  • time off allowances.

Why this role

Requires a bachelor’s degree in a related field or an equivalent combination of education, work experience, and skills, and at least ten years of progressive experience in FP&A, financial reporting, accounting, or a related discipline. Power BI reporting and advanced Excel skills are required; Anaplan experience is preferred.

About the employer

FM is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.

Additional details

Industry sector
52
Industry
Direct Property and Casualty Insurance Carriers
Occupation code
13-2051.00
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