At Texas Mutual, we are proud to create a stronger, safer Texas. That means helping injured workers return to a productive life, empowering businesses to thrive, and giving back to our communities. The Financial Services team plays a major role in these efforts by maintaining financial stability for our company and our policyholder owners.

We are looking to hire an experienced planning and analysis professional with a proven track record of developing and maintaining service-based relationships with management. As an FP&A Analyst, you can expect to deliver thoughtful analysis, reports, and recommendations to aid in decision making and performance monitoring. You will work under general supervision as part of a versatile team.

Responsibilities & Qualifications

Essential Job Functions

Uses financial, analytical & technical skill sets to develop budgets, forecasts, dashboards, KPIs and recommendations, as well as complete standard and ad hoc financial analysis and modeling.

• Consult and collaborate directly with assigned business units by maintaining strong business understanding of operations in order to deliver required reporting or analysis.

• Generate key quarterly and monthly metrics, financial results, variance analysis and headcount reporting by collecting, analyzing, formatting and presenting information.

• Serve as a subject matter expert on high-level initiatives and projects. (i.e. trial balance review meetings, dividend calculations, strategic initiative tracking, etc.).

• Manage the annual development of budgets, financial forecasts, and operating plans for assigned business units.

• Analyze complex financial and staffing information and reports to provide accurate and timely financial recommendations to management for decision making and in support of strategic initiatives.

• Lead development of cost-benefit analyses to evaluate new projects and capital investment opportunities using appropriate techniques such as NPV and IRR.

• Analyze current and past trends in key performance indicators including all areas of premium, losses, expenses and capital expenditures highlighting trends and analyzing causes of unexpected variances.

• Perform ad hoc analysis for executives as required involving both quantitative and qualitative analysis of interrelated financial and operational data.

• Provide valuations of the company’s assets by appraising their current condition and remaining useful life.

Required Qualifications:

Bachelor’s degree, preferably in accounting or finance.

At least two years of related work experience for FP&A Analyst; at least five years of related work experience for Senior FP&A Analyst.

Advanced Microsoft Excel skills.

Intermediate Microsoft PowerPoint skills.

Self-directed, proactive and detail-oriented.

Sound financial analysis and modeling skills using Excel, Tableau, SQL or other tools.

Any equivalent combination of education, training, and experience that provides the skills necessary to perform the essential functions of the job.

Preferred Qualifications:

MBA

Our Benefits:

• Day one health, dental, and vision insurance

• Performance bonus

• 401k plan with 4% basic employer contribution and 100% employer match contribution up to 6%

• Vacation, sick, holiday and volunteer time off

• Life and disability insurance

• Flexible spending account

• Free on-site gym and fitness classes

• Professional development

• Tuition reimbursement

• Pet insurance

• Free identity theft protection

• Company-sponsored social and philanthropy events