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American Family Insurance.

Personal Lines Financial Planning & Forecasting Analyst/Senior Analyst

American Family Insurance. - Madison, WI

Personal Lines Financial Planning & Forecasting Analyst/Senior Analyst




At American Family Insurance, we’re driven by our customers and employees. That’s why we provide more than just a job – we provide opportunity. Whether you’re already part of our team in search of a new challenge or new to our company and ready for what’s next, you’re in the right place. Every dream is a journey that starts with a single step. Start your journey right here. Join our team. Bring your dreams.

Quick Stats:

Job ID:

R8581 Personal Lines Financial Planning & Forecasting Analyst/Senior Analyst (Open)


Provides key datasets and reports used for monitoring and analyzing the performance of the Personal Lines book of business. Provides support for department staff to help build out product strategy recommendations to divisional and departmental leadership as well as strategic business unit (SBU) processes at the state, regional and corporate levels based on performance data and competitor actions. Produces, performs, and maintains metrics/reporting processes that provides decision-quality information. Acts as a liaison to other divisions to gather the necessary data to fulfill Personal Lines requests for reports, and collaborates with peers to test data and ensure data integrity.


Education/License/Designation Requirements

Bachelor's degree in Finance, Business, or a related field

Specialized Knowledge and Skill Requirements

Advanced proficiency with Microsoft Office

Demonstrated experience with planning and forecasting tools/systems

Proficient with BI tools (SAS, SQL, Tableau, Essbase)

Exceptional communication skills (verbal and written)

Advanced mathematical and analytical ability

Demonstrated experience in leading projects and consulting with leadership

Intellectual curiosity and drive for continuous improvement; track record of taking initiative

Demonstrated experience manipulating, analyzing, and deriving insights from large datasets

Additional Job Information:

The Personal Line Financial Forecasting Analyst/Sr. Analyst owns and develops the PL top and bottom line quarterly forecasts, annual RFO P&G Plan, related methodologies and assumptions. Provides deep expertise and insight into forecasting techniques, data needs for all functions of the policy life, execution and maintenance of forecast models to project month-end, quarter-end and year-end results. Utilizes analytical, problem solving and statistical skills to develop and implement complex Excel and/or SAS code and programs. Provides guidance and educates key business partners on forecasting methodologies and assumptions and contributes feedback on the quantification of P&G initiatives.

Depending on qualifications, candidates may be considered at the analyst or senior analyst levels

Preferred candidates will have experience with SAS, Excel, and Prophix.

Demonstrated experience forecasting, analyzing, and deriving insights from model output.

Advanced mathematical analytical, and critical thinking ability.

Communication and presentation skills are a plus.

Job Description:

Primary Accountabilities

Reporting and Analysis

Provides accurate and timely reports and analyses with detailed level of financial insights to PL leadership

Collaborates with PL business partners in the development and delivery of key financial reports and analyses

Ensures the accuracy and integrity of FP&A reports and analyses

Provides detailed analyses that explain the drivers of financial performance

Develops proactive methods for evaluating PL performance and report on the drivers of deviations from plan

Provides information, analyses, and recommendations to the P&G process and SBU teams

Works closely with the Data Team and IS to develop a data environment that enables speed and efficiency in the delivery of data insights Decision Support

Assists PL business partners and senior financial analysts in developing operational metrics/reports that provide insight and accurate measures of performance and their impact on growth and profit

Identifies opportunities to improve business practices and procedures

Analyzes results and reviews initiatives to ensure alignment with short and long term strategies

Provides quantitative support and data-driven recommendations to PL business partners Forecasting and Planning

Completes financial analyses, including cost/benefit and decision-support analyses, that provide divisional and PL leadership with decision-ready information related to product and operational initiatives

Works closely with PL business partners in the quantification of P&G initiatives

Creates, executes and maintains forecasting models

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At American Family Insurance, we know how hard our customers and employees work to achieve their dreams. That’s why, for nearly 90 years, we’ve made it our mission to protect those dreams. It’s all part of who we are and who we’ll always be – innovative, caring, agile, trustworthy, transparent and passionate. We’re a strong, forward-looking company and a proven leader in our industry. And if you’re looking to make a difference, we’re looking for you.

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7 days 23 hours ago

American Family Insurance.


Personal Lines Financial Planning & Forecasting Analyst/Senior Analyst American Family Insurance. - Madison, WI, United States


Location: Madison, WI

Company Profile:
For more than 80 years, American Family Insurance has given its customers peace of mind by making their insurance experience easy and convenient. Our caring agents strive hard to meet customers' unique needs by offering just the right mix of American Family's auto, home, life*, umbrella, business, health, and farm & ranch insurance, as well as retirement* products. Located throughout our 19 operating states, American Family's independent contractor agents serve as local, expert and trusted advisors to our customers. They get to know you like family.