Lead Financial Planning Analyst, Consolidation & Reporting

FM is hiring a Lead Financial Planning Analyst, Consolidation & Reporting to drive enterprise forecasting, budgeting, and management reporting through a consistent, governed process. This role supports Finance and business leaders with decision-ready insight by consolidating complex inputs, tightening reporting controls, and providing technical oversight to analysts working across premium, loss, expense, and headcount.

Based in Johnston, RI on a hybrid schedule, you will lead recurring reporting cycles, guide variance and driver analysis, and partner with Analytics & Transformation, Finance systems teams, and data owners to improve reporting quality and automate manual work.

Key Responsibilities

• Lead consolidation of enterprise forecasts, annual budgets, and other planning cycles.
• Define timelines and submission requirements; integrate inputs; challenge inconsistencies; resolve complex issues; deliver a complete consolidated view for review.
• Own recurring management reporting deliverables, including coordination and preparation of clear, accurate, and timely reporting packages.
• Translate financial results, trends, and key drivers into concise, decision-ready information for Finance and business leaders.
• Strengthen reporting governance and control by setting standards, maintaining consistent definitions, coordinating reconciliations and review activities, and addressing data-quality or reporting issues before release.
• Provide day-to-day functional oversight, technical guidance, and quality review for Financial Analysts responsible for premium, loss, expense, and headcount reporting and analysis.
• Coordinate reporting priorities and establish consistent reporting practices across the team.
• Perform and guide complex variance, trend, and driver analysis across actual, forecast, and budget results.
• Identify emerging issues, explain business implications, and recommend where management attention is needed.
• Partner with Analytics & Transformation colleagues, Finance systems teams, and data owners to improve processes, automate manual work, strengthen data quality, and support effective use of planning and reporting tools.
• Act as a trusted partner and backup to the FP&A Reporting Manager for consolidated reporting deliverables.
• Keep the manager informed of reporting status, risks, and open issues; escalate items requiring leadership decisions; support ad hoc analysis and cross-functional initiatives.
• Build stakeholder relationships that support clear ownership, timely decisions, and continuous improvement.

Qualifications

• Bachelor's Degree in Finance, Accounting, Economics, Business Administration, or a related field (a combination of education, work experience, and skills may be considered in lieu of a degree).
• 10+ years of progressive experience in FP&A, financial reporting, management reporting, accounting, or a related finance discipline, including experience consolidating forecasts or budgets and coordinating recurring reporting cycles.
• Advanced capability in financial planning, consolidation, management reporting, and variance analysis.
• Strong understanding of financial statements, reporting controls, reconciliations, and data governance.
• Ability to organize complex reporting cycles, manage competing deadlines, and maintain accuracy under time pressure.
• Strong judgment and structured problem solving, including identifying root causes and resolving complex reporting issues.
• Ability to translate detailed financial information into concise, decision-ready messages for senior stakeholders.
• Strong collaboration and influencing skills across Finance, business teams, data owners, and technology partners.
• Ability to provide technical leadership, quality review, and work direction to analysts without formal authority.
• Ownership and accountability for the accuracy, completeness, and timeliness of consolidated results.
• Ability to provide constructive, timely feedback that strengthens relationships and work quality.
• Ability to balance competing priorities across the analyst group and align work to reporting timelines.
• Advanced spreadsheet and financial modeling skills, plus working knowledge of enterprise planning, reporting, and visualization tools.
• Continuous improvement mindset focused on simplifying, standardizing, and automating reporting processes.
• Power BI reporting experience; strong Microsoft Excel skills.

Preferred

• Experience independently managing consolidated financial reporting and planning deliverables, including coordinating and reviewing analyst inputs, reconciling complex data from multiple sources, and translating results into decision-ready insights.
• Experience improving recurring reporting cycles through standardization and automation to strengthen efficiency, accuracy, and consistency.
• Experience contributing to financial planning and reporting system enhancements, including Anaplan and Power BI, by defining business requirements, validating outputs, and supporting testing and implementation.

Tools & Technologies

• Power BI
• Microsoft Excel
• Anaplan

Compensation & Schedule

• Salary range: USD 121,000 - 173,000 per year.
• Location: Johnston, RI (hybrid).
• Office-based work model with flexibility for remote work one day per week, either Tuesdays or Fridays, based on business needs.

Benefits

• Incentive plan
• Generous health and well-being programs
• 401(k) and pension plan
• Career development opportunities
• Tuition reimbursement
• Flexible work
• Time off allowances