Financial Planning and Analysis Consultant

Ohio Farmers Insurance Company • Seville, OH • 4d ago

Job Summary
The Financial Planning and Analysis Consultant, under limited oversight, is responsible for actively driving, supporting, and engaging in a range of financial management activities to support the Enterprise. Identifies and drives initiatives to continuously improve the financial planning discipline, which includes practices, methodologies, and policies across all aspects of operational and financial forecasting, budgeting, and resource management. Designs and builds financial models and operational targets, serving as a finance business partner to ensure the organization is deriving business value from investments. Is a subject matter expert both within the Financial Planning team and across the organization.
Job Responsibilities
Leads the preparation of the annual budget, monthly forecasts and the three-year plan and ensure alignment with the corporate strategy.
Identifies, supports, and leads initiatives to continuously improve, automate, and mature financial practices, policies, and methodologies of the financial management discipline including practices in complex financial modelling, financial forecasting, budgeting, expense management, allocation, and optimization.
Designs, develops and maintains complex financial models aligned with the corporate business strategy to project future financial and operational performance.
Builds and maintains financial models at the enterprise, segment, and enabling business unit levels within the budgeting and forecasting system by collaborating with key business partners.
Analyzes complex financial information to provide accurate and timely financial forecasts and recommendations to senior leadership for decision-making purposes at the enterprise, segment, and enabling business unit levels.
Creates senior leader and board level presentations.
Applies awareness and knowledge of internal and external business activities, trends, best practices and tools to address business problems.
Shares insights and knowledge with other analysts and leaders across the organization.
Collaborates with key stakeholders to analyze, understand, and improve gaps in performance in comparison to target, reporting, researching, analyzing, and presenting results and providing insightful recommendations.
Proactively identifies opportunities for improvement of processes and leads improvement efforts.
Develops relationships and fosters collaboration with key business partners across the organization.
Utilizes strong partnerships and influence in the Segments and Enabling Business Units to drive alignment across the Enterprise.
Drives change and communication management activities in support of Corporate Business Planning goals including leading conversations and acting as a subject matter expert (SME) in major projects.
Provides mentoring, technical guidance, training, and support to other members of the department, reviews the work of others to ensure accuracy and completeness, and builds financial acumen across the enterprise as a financial advisor to the business units.
Job Qualifications
7+ years of experience in Financial Accounting/Reporting or a related field.
Bachelor's degree in Accounting, Finance, Business, or a related field and/or commensurate experience.
Licenses and Certifications
Chartered Financial Analyst (CFA) (Preferred)
Certified Public Accountant (CPA) (Preferred)
Behavioral Competencies
Collaborates
Communicates Effectively
Decision Quality
Nimble Learning
Customer Focus
Technical Skills
Project Management
Budget Management
Financial Controls
Financial Statement Analysis
Accounting Software & Tools
Accounting & Reconciliation
Financial Analysis
Taxation
Auditing
Audit & Compliance
Risk Management
This job description describes the general nature and level of work performed in this role. It is not inte

Similar Jobs

Finance/Accounting Intern, Spring 2026

The J.M. Smucker Company • Orrville, OH • 4d ago

Finance, Accounting & Banking

Your Opportunity as a Finance Intern As an intern within ourAccounting and Financeorganization, responsibilities will vary based on the department and role within Finance. We have internship opportunities in Strategic Bu...

4d ago

Go to Apply

Relationship Manager I - Business Banking

PNC • Wooster, OH • 1w ago

Finance, Accounting & Banking

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to...

1w ago

Go to Apply

Relationship Manager I - Business Banking

PNC • Orrville, OH • 1w ago

Finance, Accounting & Banking

1w ago

Go to Apply

Accounting Clerk

Robert Half • Medina, OH • 2w ago

Finance, Accounting & Banking

Description We are assisting a client near Medina, Ohio with a permanent hire accounting opening. This position is standard Monday-Friday, 8:00-5:00pm. Apply today if qualified! Responsibilities: Accounts Payable Account...

2w ago

Go to Apply

Senior Analyst, Finance

The J.M. Smucker Company • Orrville, OH • 2w ago

Finance, Accounting & Banking

Your Opportunity as a Senior Financial Analyst Expand your skill set and learn different aspects of finance within the Consumer-Packaged Goods (CPG) industry through our Financial Analyst Rotation Program. Our program of...

2w ago

Go to Apply

Insurance Sales Specialist

Huntington National Bank • Wooster, OH • 2w ago

Finance, Accounting & Banking

Description Summary:The Insurance Sales Specialist position requires basic technical and personal insurance product knowledge in the daily responsibilities of performing inbound and outbound phones sales using multiple i...

2w ago

Go to Apply

Staff Accountant

Robert Half • Orrville, OH • 3w ago

Finance, Accounting & Banking

Description We are looking for a skilled Staff Accountant to join our team in Orrville, Ohio. This Contract-to-Permanent position offers an excellent opportunity to contribute to a dynamic organization within the agricul...

3w ago

Go to Apply

Staff Accountant

Robert Half • Medina, OH • 3w ago

Finance, Accounting & Banking

Description We are looking for a dedicated Staff Accountant to join our team in Medina, Ohio. In this role, you will play a key part in managing essential accounting functions and ensuring the accuracy of financial opera...

3w ago

Go to Apply

Restaurant General Manager

Taco Bell • Medina, OH • 3h ago

Retail & Hospitality

Restaurant General Manager About the Job: As the Restaurant General Manager, you'll lead a dynamic team, handpicking and training the best crew to deliver exceptional customer experiences. Imagine the pride you'll feel s...

3h ago

Go to Apply

Restaurant General Manager

Taco Bell • Fairlawn, OH • 3h ago

Retail & Hospitality

3h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.