Financial Planning Analyst
League City, TX, US, 77573
Financial Planning Analyst
American National is seeking a full-time, Financial Planning Analyst. You will perform financial planning & analysis activities to develop a comprehensive plan of action and quarterly forecast aligned to organizational targets. To thrive in this position, you should have forecasting and planning foundational experience, skills in Excel, and the ability to effectively review data and pull together the story that will be shared with key stakeholders. In consideration of candidate qualifications, we will evaluate at the Financial Planning Analyst through Senior job levels.
Onsite, Placement Locations: League City, Texas (Preferred) & Houston, Texas
How you will make an impact:
Collaborate with cross-functional teams to develop financial annual plans and quarterly forecasts aligned with the company's goals
Collect and consolidate financial data from various sources to support financial analysis and reporting, including assumptions, P&Ls, balance sheets, cash flow, and key performance measures
Partner with stakeholders to enhance the accuracy and efficiency of financial forecasting, budgeting, and analysis
Identify opportunities to streamline financial processes and improve analysis turnaround
Analyze financial information, identify trends and opportunities, and provide insight to support strategic decision-making
Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, Actuarial or a related field
Experience in accounting, financial analysis, forecasting, and planning, preferably in the insurance or financial services industry (Will consider internships!)
Analytical and problem-solving skills with attention to detail
Skills in Microsoft Excel, including (Pivot tables, VLOOKUPs, modeling techniques)
Ability to work independently and as part of a collaborative team
American National offers eligible employees and their families medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan. Employees also receive annually a bank of paid time off and paid holidays. We aspire to see people for what they bring to our corporate culture by supporting an inclusive work environment, including an emphasis on a healthy work-life balance, development opportunities, and a casual dress code.
American National is an established, stable, and successful multi-line insurance corporation that has provided financial strength and a sense of security to employees, customers and business partners since 1905. With focus on our organization’s values and cultural richness: Financial Strength, Integrity, Respect, Service and Teamwork (FIRST) and Agility, Collaboration, and Engagement (ACE) we continue to pursue our vision to be a leading provider of financial products and services for current and future generations.
Hiring Practices
The preceding job posting was designed to indicate the general nature and level of work performed by employees assigned to this position. It is not intended to be interpreted as a comprehensive list of all duties, responsibilities, and qualifications. We are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with the job qualifications, we still encourage you to apply. You may be just the right candidate for this position or other opportunities at American National.
American National’s recruitment policies help us place individuals in a timely and efficient manner. Only the most qualified candidates will be contacted by our recruiting team. Candidates may check the status of their application(s) by logging into our Career Portal. Learn more about our company, by following us on social media: LinkedIn, Facebook, Instagram
American National is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information or any other legally protected categories. American National is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.
Nearest Major Market: Galveston
Nearest Secondary Market: Houston
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Financial Analyst, Accounting, Actuarial, Bank, Banking, Finance, Insurance