Financial Planning & Analysis Analyst
Role Description
As a Financial Planning & Analysis Analyst (internally known as, Planning & Reserving Associate), you will play a key role in supporting financial planning, analysis, and reserving activities that help guide strategic decision-making across the organization. In this role, you will work closely with experienced team members to develop plan exhibits, compile financial projections, and analyze budget versus actual results. You will contribute to maintaining accurate documentation, coordinating plan updates with cross-functional stakeholders, and assisting in the preparation and validation of actuarial reserve analyses. This is an excellent opportunity to build foundational knowledge of the insurance industry while strengthening your analytical, technical, and communication skills in a collaborative and data-driven environment. Your work will directly support leadership insights and help ensure the integrity and accuracy of financial reporting processes.
Qualifications
Education: Bachelor’s degree in Finance, Accounting, Business, Actuarial Science or a related field is required.
Required Qualifications:
- 1 or more years of professional experience
- Basic proficiency in Microsoft Excel
- Foundational analytical skills with the ability to compile and interpret data
- Able to follow direction, manage tasks, and maintain consistent productivity
- Strong attention to detail and organizational skills
- Effective written and verbal communication skills
Must be presently authorized to work in the U.S. without a requirement for work authorization sponsorship by our company for this position now or in the future
Preferred Qualifications
- Exposure to financial planning, budgeting, or actuarial concepts
- Familiarity with insurance industry practices or financial processes
- Experience supporting reporting, forecasting, or data analysis initiatives
- Experience collaborating with cross-functional teams or presenting information to stakeholders
Pay and Benefits
The target base salary range for this position is $61,000 to $77,500. Compensation for the successful candidate will consider the candidate’s particular combination of knowledge, skills, competencies, experience and geographic location.
Total Rewards That Put Employees First:
- Bonuses
- Profit Sharing
- Health, Dental, Vision Coverage
- Health Savings Accounts
- 401(k)-retirement savings match
- Annual Profit Sharing Contribution
- Family Forming Benefits
- Company-Paid Life Insurance and Disability
- Professional Growth and Development Opportunities
- Employee Recognition and Well-Being Programs
Apply today to learn more. Safety National is committed to fair, transparent pay and we strive to provide competitive, market-based compensation.