Senior Analyst FP&A & Oracle

Job Description:

The Senior Analyst Expense Allocations will reside within the Corporate FP&A area of Guardian and oversee developing and maintaining the automated allocation of direct and indirect costs for planning and actuals. This position will gather, analyze, and determine the required data inputs and processes for the systems that perform automated allocation of costs. This person will need to have technical experience in the Oracle allocation module PCMCS, as well as driver-based allocations, and data load rules and mappings. This role will support Corporate Finance reporting in compliance with Statutory Insurance and act as corporate liaison with Business and Functional Areas key expense management personnel.

Candidate Responsibilities

• We are looking for the 5 – 8 years of experience in FPNA (Financial Planning & Analysis).

• Work with the COE, General Ledger and IT teams to maintain system expense allocation design supporting Legal Entity, Business Area product line and department level reporting of pre and post allocated expenses for plan and actuals.

• Execute and manage monthly expense allocations and reconcile pre and post allocated expenses.

• Create and load expense allocation rates and other drivers based on financial data within and outside the accounting ledger.

• Work with key expense reporting personnel in Business and Functional Areas creating, reviewing, and supporting their direct and indirect allocated expenses to Business Areas.

• Support Business Areas fully allocated/absorbed allocation rate report to Legal Entities, product lines and charges to other Business Areas.

• Create standardized reporting of pre and post allocated expenses.

• Review and approve EDMCS master data maintenance requests especially pertaining to cost codes.

• Perform system allocation testing and GL system testing and/or upgrades as needed.

• Address and satisfy requests from PWC and MAR internal controls.

• Participate in Annual benchmark studies with AON.

• Support reconciling of intercompany balances for schedule Y, and allocating high salaried staff to legal entities for schedule G.

• Support Annual Statement Insurance Exhibit reporting general expenses and taxes excluding FIT.

Qualifications

A finance fluent self-starter who is fueled by collaboration, possesses the ability to assess and articulate business risks and opportunities, and the capability to question current processes, evaluate inefficiencies and streamline operations and planning.

You have:

• B.Com, BS Finance or related field

• 5 years of experience in developing financial plans (insurance industry preferred but not mandatory)

• Strong financial expertise and analytical skills

• Excellent communication skills, with demonstrated ability to interact with all levels of the organization

• Strong computer skills with fluency in Excel and PowerPoint, as well as some knowledge of Oracle Enterprise Performance Management & SmartView

Location:

This position can be based in any of the following locations:

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday