Financial Planning and Analysis Advisor

By joining Sedgwick, you'll be part of something truly meaningful. It's what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there's no limit to what you can achieve.

Newsweek Recognizes Sedgwick as America's Greatest Workplaces National Top Companies

Certified as a Great Place to Work®

Fortune Best Workplaces in Financial Services & Insurance

Financial Planning and Analysis Advisor

PRIMARY PURPOSE OF THE ROLE : To partner with and support the leadership teams to achieve financial objectives; to support corporate departments or more broadly in revenue forecasting and / or consolidation of results as needed.

ARE YOU AN IDEAL CANDIDATE? We are looking for enthusiastic candidates who thrive in a collaborative environment, who are driven to deliver great work, are customer-oriented and are naturally empathetic.

ESSENTIAL RESPONSIBILITIES MAY INCLUDE

Partners with Corporate or Operations business teams to set a baseline forecast or target for assigned area(s) for revenue or expenses as assigned.

Coordinates with Accounting and Budget counterparts to provide insights into future results.

Serves as key strategic finance partner to the business unit.

Prepares consolidated forecasts and budgets and analyzes trends in revenue, expense, capital expenditures, and other related areas.

Maintains and coordinates group completion of financial reviews for budget preparation and periodic reporting for assigned business units or areas.

Assists with ad hoc analysis and communicates results and recommendations to senior management.

Maintains various systems and updates as appropriate; may involve new and lost business adjustments for revenue and related costs.

SUPERVISORY RESPONSIBILITIES

Administers company personnel policies in all areas and follows company staffing standards and training recommendations.

Interviews, hires and establishes colleague performance development plans; conducts colleague performance discussions.

Provides support, guidance, leadership and motivation to promote maximum performance.

QUALIFICATIONS

Bachelor's degree from an accredited college or university required. Advanced degree preferred. CPA preferred. Eight (8) years of financial or accounting experience or equivalent combination of education and experience required. Financial planning and analysis experience preferred.

TAKING CARE OF YOU

Career development and promotional growth opportunities.

A diverse and comprehensive benefits offering including medical, dental vision, 401k, PTO and more.

Work environment requirements for entry-level opportunities include -

Physical : Computer keyboarding

Auditory / visual : Hearing, vision and talking

Mental : Clear and conceptual thinking ability; excellent judgement and discretion; ability to meet deadlines

The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.

Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace.

If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.

Sedgwick is the world's leading risk and claims administration partner, which helps clients thrive by navigating the unexpected. The company's expertise, combined with the most advanced AI-enabled technology available, sets the standard for solutions in claims administration, loss adjusting, benefits administration, and product recall. With over 33,000 colleagues and 10,000 clients across 80 countries, Sedgwick provides unmatched perspective, caring that counts, and solutions for the rapidly changing and complex risk landscape. For more, see sedgwick.com