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Lead Financial Planning Advisor or Senior Financial Analyst (Hybrid)

American Family Insurance

4.6

(10)

Multiple Locations

Why you should apply for a job to American Family Insurance:

  • 4.6/5 in overall job satisfaction
  • 4.9/5 in supportive management
  • 80% say women are treated fairly and equally to men
  • 90% would recommend this company to other women
  • 80% say the CEO supports gender diversity
    • Ratings are based on anonymous reviews by Fairygodboss members.
  • Matching employee donations up to $3,000 each year to qualifying nonprofit organizations.
  • Paid leave program offers two weeks of paid time off each year to parents to care for a child, spouse, domestic partner or parent.
  • Children of employees can apply for an annual scholarship of $2,500 for up to four years ($10,000).

    • #R38509

    Position summary

    adison, WI 53783 or Boston, MA 02110.

    #LI-Hybrid

    Internal candidates are encouraged to apply regardless of location and will be considered based upon the needs of the role.

    Position Compensation Range:
    $88,000.00 - $145,000.00

    Pay Rate Type:
    Salary

    Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates.

    Primary Accountabilities

    • Lead expense planning and forecasting activities for assigned business partners, including assumptions, risks/opportunities, and alignment to targets.

    • Deliver recurring monthly expense performance reporting (actuals vs plan/forecast), including variance drivers, trend analysis, and outlook updates.

    • Provide business partner decision support: scenario analysis, trade-off recommendations, and financial impacts for initiatives.

    • Build and maintain expense models (e.g., run-rate, workforce, vendor, initiative-based) to improve forecast accuracy and transparency.

    • Prepare and present expense and performance insights to divisional leadership; occasionally support executive-level materials.

    • Collaborate with leaders to define and monitor expense KPIs/metrics and identify opportunities to improve business results.

    • Improve FP&A processes through stronger data management, reporting automation/standardization, and scalable routines that reduce manual effort.

    • Serve as a finance representative on cross-functional teams, ensuring financial implications are understood and reflected in decisions.

    Specialized Knowledge & Skills Requirements

    • Demonstrated experience in expense planning, forecasting, variance analysis, and management reporting.

    • Strong business partner skills: ability to translate financial results into clear insights and influence decisions.

    • Advanced analytical and modeling capabilities; comfort with large datasets and creating repeatable processes.

    • Experience with FP&A tools such as Adaptive Planning, Oracle, or Anaplan (preferred).

    • Proficiency in Excel; experience with SQL/Python/data automation capabilities is a plus.

    • Knowledge of insurance accounting/operations and/or P&C expense management (preferred).

    • Demonstrated experience providing customer-driven solutions, support, or service.

    • Your offer will be made contingent on the results of applicable background checks and signing a non-disclosure agreement for proprietary information, trade secrets, and inventions.

    Additional Information

    • Offer to selected candidate will be made contingent on the results of applicable background checks

    • Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions

    • Sponsorship will not be considered for this position unless specified in the posting

    We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.

    We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

    American Family Insurance is committed to the full inclusion of all qualified individuals. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email [email protected] to request a reasonable accommodation.

    #LI-DB1

    Why you should apply for a job to American Family Insurance:

  • 4.6/5 in overall job satisfaction
  • 4.9/5 in supportive management
  • 80% say women are treated fairly and equally to men
  • 90% would recommend this company to other women
  • 80% say the CEO supports gender diversity
    • Ratings are based on anonymous reviews by Fairygodboss members.
  • Matching employee donations up to $3,000 each year to qualifying nonprofit organizations.
  • Paid leave program offers two weeks of paid time off each year to parents to care for a child, spouse, domestic partner or parent.
  • Children of employees can apply for an annual scholarship of $2,500 for up to four years ($10,000).