Lead Financial Analyst

This on-site Senior/Lead Financial Analyst role in Boston, MA with Liberty Mutual sits on the USRM FP&A Expense Planning team, offering USD 67,000 - 126,000 per year and responsibility for expense planning, forecasting, and budgeting with opportunities to lead key components and drive improvements.

Responsibilities

• Assist the quarterly forecast and annual planning cycle for Finance, including processes such as credit card fees and charge-offs; ensure timely deliverables and escalate issues when needed.
• Develop ad hoc and ongoing forecasts and models to support leadership decisions, clearly communicating trends and outcomes to management.
• Collaborate with stakeholders to embed key trends into the current year forecast, proactively identifying opportunities to close gaps to expense targets and realize incremental savings.
• Coordinate with the Results & Insights team to interpret monthly results trends and incorporate them into forward-looking forecasts.
• Continuously assess the value and efficiency of outputs, recommending improvements and collaborating to implement them.
• Manage the budgeting system (Anaplan), coordinate enhancements, and assist in resolving production issues.
• Lead or participate in complex department projects and continuous improvement efforts, including Plan Vision and integrating AI into core processes.
• Support teammate development by sharing expertise through training and review of work; may provide performance feedback.

Requirements

• Previous FP&A experience supporting expense forecasting, planning, and analysis.
• Proactive in identifying trends, risks, and opportunities to close gaps to expense targets, drive incremental savings, and improve forecast accuracy; comfortable challenging the status quo.
• Uses AI in daily work and adopts emerging tools to boost efficiency, insights, and outcomes.
• Operates independently with stakeholders to develop forecasts, analyze trends, and communicate insights to senior leaders.
• Advanced Excel skills; familiarity with Anaplan and BI tools such as Power BI preferred.
• Bachelor's degree required; CPA or advanced degree in accounting, finance, or business preferred.
• 3 to 5 years of finance experience.
• Strong analytical, decision-making, and problem-solving abilities with adaptability to changing conditions while delivering results.
• Excellent interpersonal skills to facilitate discussion and collaborate across teams and functions.
• Ability to negotiate project direction and communicate with diverse audiences across the organization to ensure alignment with goals and timelines.
• Experience leading meetings and presenting to larger audiences.
• Detail-oriented in a fast-paced environment with the ability to manage and prioritize multiple projects concurrently to achieve results.

Technologies

• Anaplan
• Excel
• Power BI