Senior Financial Analyst, Financial Planning & Analysis

The Mutual Group

. Support The Mutual Group’s member institutions with planning, forecasting, management reporting, and decision-making .

Posted 11/12/2026full-timeIowa • United StatesSenior💰 $90,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis, data analytics, and financial modeling, with a strong ability to communicate insights and collaborate with stakeholders. Proficient in utilizing business intelligence tools for reporting and data visualization in the insurance or financial services sector.

Highest-signal resume keywords

Financial Planning And AnalysisData AnalyticsMicrosoft Excel ProficiencyPower BI Or Tableau ExperienceInsurance Operations Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingData ValidationPivot TablesComplex FormulasVariance AnalysisData TransformationReportingForecastingBudget AnalysisStatutory Accounting

Soft Skills

Clear CommunicationRelationship Building

Tools & Technologies

WorkdayOracle EPMSAP AnalyticsJedoxAnaplan

Industry Keywords

P&C InsuranceFinancial ServicesData Integrity AssuranceBusiness IntelligencePerformance Measures

Tech Stack

Tools & technologies

OracleTableau

About the role

Key responsibilities & impact

Support The Mutual Group’s member institutions with planning, forecasting, management reporting, and decision-making
Collect, validate, reconcile, and analyze financial and operational data from multiple systems
Prepare recurring management reports, dashboards, variance analyses, and executive-ready summaries
Highlight trends, risks, opportunities, and business drivers
Partner with business stakeholders to define reporting requirements, performance measures, and consistent data definitions
Develop and maintain financial models, data sets, queries, reports, and dashboards
Automate repeatable data preparation and reporting activities
Support ad hoc analyses and special projects related to premiums, profitability, expenses, headcount, and strategic initiatives
Contribute to data transformation, reporting, and integration for member initiatives
Improve FP&A processes, systems, controls, and analytical capabilities
Analyze actual results against budget, forecast, and prior periods and communicate material variances
Support annual financial plan creation and regular forecasts and projections
Prepare reports and presentations for member and TMG senior management, Board of Directors, and other key relationships
Perform other duties as assigned

Requirements

What you’ll need

Bachelor's degree in Finance, Accounting or related field, or equivalent combination of training and experience
Four (4+) years of financial planning and analysis and data analytics experience with a P&C insurance or financial services company in progressively responsible roles
Advanced proficiency in Microsoft Excel, including financial modeling, data validation, pivot tables, and complex formulas
Experience with data visualization and business intelligence tools such as Power BI or Tableau
Solid knowledge of financial planning and analysis concepts, terminology and techniques
Broad knowledge of insurance operations, financial data and Statutory accounting highly desired
Exposure to database concepts, data transfer, and data integrity assurance preferred but not required
Ability to communicate clearly and concisely with business partners and stakeholders and build relationships
Experience with Workday, Oracle EPM, SAP Analytics, Jedox, Anaplan or other planning and management reporting systems preferred
Authorization to work in the U.S. verified through Form I-9 and E-Verify
Successful completion of a background check

Benefits

Comp & perks

Competitive base salary plus incentive plans for eligible team members
401(K) retirement plan with company match of up to 6% of eligible salary
Free basic life and AD&D insurance
Long-term disability and short-term disability insurance
Medical, dental and vision plans
Wellness incentives
Generous personal, holiday and volunteer paid time off
Flexible work schedules
Hybrid/remote options for eligible positions
Educational assistance