Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, InsuranceIndustries
Requirements
Bachelor’s degree in finance, Accounting, Economics, or related field
5+ years in finance, FP&A, or related business partner roles, ideally within insurance, financial services, or other large, complex organizations
Strong proficiency in financial modeling, budgeting/forecasting tools, and Microsoft Excel; experience with financial systems (e.g., SAP (AO, SAC, PaPM), Workday, LegalTracker or similar) a plus
Proven ability to interpret complex data, identify trends, and translate analysis into actionable recommendations
Understanding of Law, Finance, or Risk teams from a financial perspective is highly desirable
Strong communication skills with the ability to simplify complex financial concepts, influence stakeholders, and present confidently to senior executives
Track record of building strong partnerships across departments and leading cross-functional initiatives
Live within a commutable distance (90 minutes) of St. Paul, MN Home Office (hybrid role requiring 3 days/week in office)
Responsibilities
Act as the primary financial liaison for assigned divisions, providing clear insights and recommendations to leadership teams
Partner with stakeholders to align budgets and forecasts with strategic objectives
Translate complex financial concepts into actionable guidance for senior leaders and non-financial partners
Lead annual and quarterly budgeting and forecasting processes for supported divisions
Manage recurring financial cycles including results reporting, variance analysis, and trend identification
Deliver timely and accurate P&L analysis, highlighting risks, opportunities, and actionable recommendations
Partner with other finance teams (Expense Accounting, Financial Reporting, Accounting) to ensure consistency and transparency in results
Provide ad-hoc modeling and scenario analysis to support business initiatives, investments, and strategic decisions
Evaluate business cases, staffing models, and expense strategies to ensure alignment with financial targets
Support enterprise initiatives by integrating division-specific financial perspectives into broader corporate priorities
Independently engage with business owners to understand priorities and develop financial solutions
Lead cross-functional projects, applying strategic and critical thinking to move priorities forward
Influence and support senior leaders through clear communication, financial acumen, and collaborative problem-solving