Collaborating, coordinating, and directing tasks and project deliverables not only for members of the FP&A team, but also with other leaders and teams throughout the business supporting plan and forecast cycles as well as the EPM tool implementation.
Directly partnering with business leaders to develop the key assumptions and projections supporting the annual financial plan and quarterly forecasts
Preparing, analyzing and presenting content for monthly and quarterly internal business or function reviews.
Managing financial governance and reporting for large corporate initiatives, including cost-benefit analysis.
Supporting financial impact analysis for strategic transactions as needed.
Maintaining adequate documentation and controls over existing processes.
Allocating expenses and managing consolidated expense reporting – dashboarding, pipelines, (Tableau / Power BI).
Performing EPM Tool Design / Integration – Change Management, New Rules, Maintenance, Processes surrounding the Plan, Forecast cycles – working closely with the business.
Managing the relationship with CNO’s Hyperion Team for Essbase / Hyperion tools
Performing analysis on expense allocations – Trend variance, Plan vs. Actual
Setting consolidated expense target.
Supporting Business Partner function with reporting.
Providing other ad hoc reporting such as consolidated / P&L.

Bachelor’s degree or equivalent in Accounting or Finance; preferably insurance experience.
7 years of related experience with Financial Planning & Analysis
5+ years of progressive financial and business management including managing small teams.
Experience leading and driving large scale projects, timelines, and calendars across cross functional teams.
Ability to confidently make independent decisions.

Manager, FP&A

Key skills