FP&A Financial Specialist

About the role

This role combines financial planning, data analytics, and systems leadership to support strategic decision-making and operational excellence across the HSB business units and functions.

Responsibilities

• Lead validation efforts for Oracle PCM
• Develop advanced Power BI models
• Co-lead AI initiatives enhancing forecasting, reporting, and automation
• Respond to ad hoc requests supporting internal initiatives
• Optimize process flows, streamline data workflows, and enhance reporting
• Develop automation, conduct QA, and perform data validations to ensure efficiency and reliability across reporting systems

Requirements

• Bachelor’s Degree in Accounting, Finance or equivalent work experience
• 7+ years progressive FP&A or Analytics experience
• Strong cross-functional collaboration across the finance organization
• A deep understanding of financial systems, data architecture, and analytical tools

Qualifications

• Strong operational background
• Advanced Excel skills (including macros, pivot tables, and complex formulas)
• Strong Power BI experience (data modeling, DAX, dashboard design)
• Python experience preferred
• Familiarity with EPM tools such as Oracle Enterprise Planning Management (SmartView, Workforce Planning) is a plus
• Strong data mining, engineering and analysis skills
• Some business-facing background preferred

Skills

• HSB experience
• Strong operational accounting / Finance expertise and critical thinking skills
• Experience working with business teams and analyzing business results
• Strong project management, leadership, communication and negotiation skills
• Ability to work and influence cross-functionally and ensure stakeholder requirements are satisfied
• Ability to think abstractly in order to be able to link divergent programs and processes
• Strong interpersonal skills – written, verbal and listening
• Ability to work independently and in a team

Benefits

At The Hartford Steam Boiler, a subsidiary of Munich Re, we see Diversity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services. We are an equal opportunity employer.