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Financial

Palmer Group is partnering with our client to search for  Financial Planning & Analysis Manager. This role will be responsible for overseeing all teams involved in the financial analysis and budgeting departments. If you are an experienced financial planner and analyst searching for your next role, apply today to be considered! 

Responsibilities: 

  • Lead and manage teams involved in financial analysis and budgeting
  • Oversee all hiring, termination, promotions, and transfers
  • Asses and complete performance appraisals
  • Allocate all responsibilities and ensure that task completion
  • Develop performance indicators and monitor continuing industry trends
  • Maintain an innovative and high-quality reporting and decision-making process
  • Partners with internal departments to assist in managing strategy that aligns with organizational needs 
  • Develop and maintains projected cash flow models and communicate results to the liquidity working group
  • Conduct an annual review of our monthly financial analysis package
  • Update for changing business needs and regulatory environment
  • Partner with department managers and executive committee to build upon/automate and improve the organization’s budget process 
  • Develop and maintain an understanding of the company’s capital plan
  • Review new and developing regulatory guidelines and facilitate the adjustment of the capital models

Requirements: 

  • Master’s Degree Required
  • Bachelor’s Degree in  Accounting, Finance, Actuarial or related field
  • 7 + years of financial planning and analysis or finance experience 
  • 3 + years of leadership or supervisory experience 
  • 5 + years of life insurance industry experience required

Work Model: 

  • Open to Hybrid, On-site, or Remote work options

Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email us at afjobs@thepalmergroup.com. 

Ref: JOB-38947

Palmer Group

afjobs@thepalmergroup.com

(515) 225-7000

3737 Woodland Ave, Suite 200, West Des Moines, IA 50266


    • Job type: Direct Hire
    • Location: West Des Moines, Iowa
    • Date posted:
    • Salary:$118000 - $130000