Portfolio Analyst

Job Description

We are Farmers! 
Join a team of diverse professionals at Farmers to acquire skills on the job and apply your learned knowledge to future roles at Farmers. Farmers Insurance also offers extensive training opportunities through the award winning University of Farmers named by Training magazine amongst top 10 corporate training units in the world. Start your career at Farmers today! 

Job Summary 

Support Personal Lines and Distribution by analyzing portfolio data and uncovering insights that will help prioritize work based on strategic alignment, impact, effort, risk, etc. Use this data to prepare financial reports for management personnel at all levels. Support business case standardization for P/L and Distribution including KPI forecasting and post-implementation tracking. Support release management and work closely with P/L Finance on capital funded projects. Help build a future state where portfolio reporting is automated and in real-time.


Support the P/L agile transformation by establishing the financial framework that highlights the value of MVPs and setting the goals/benefits for the short term plans.

Essential Job Functions 

Prepare monthly portfolio reporting that uses key performance indicator metrics to provide analysis on trends and drivers


Build out the model that will be used to identify and track value in an agile environment


Develop financial and business models to provide the business additional insight to make decisions on improving the business


Track project metrics post-implementation and provide ongoing analysis


Perform consolidation and analysis on annual and quarterly strategic planning


Prepare ad hoc reports, analysis and conduct special projects as necessary


Analyze underlying business factors that drive positive portfolio health


Provide critical feedback on capital appropriation proposals


Conduct financial review of vendors and review Capital Appropriation Proposals

Lead process improvement projects

Promotes safety at all times and complies with safety/ergonomic standards as outlined in relevant company published manuals

Physical Actions 

Required job duties are essentially sedentary in nature, consisting of occasion walking, standing, lifting and/or carrying ten pounds maximum, seeing, speaking, and hearing. 

Physical Environment 

Required job duties are normally performed in a climate-controlled office environment. 

Education Requirements 

Bachelor's degree required in Accounting, Finance or related field. Preferably have passed 1 CPA or CMA exam or have completed 2 MBA or Master courses. Lean Yellow Belt preferred. 

Experience Requirements 

External candidates should have a minimum of 4 years of prior Accounting, Finance and/or Data Analytics experience. The same time-on-job requirement is preferred for internal candidates. 

Special Skill Requirement 

Advanced Excel skills including working knowledge of pivot tables, macros and functions. Proficient in Access and SAP.


Proficiency in Alteryx, Tableau or other data analytics tools preferred.


Candidate qualifications may be reviewed against the requirements for the associated levels of this position's core function. Salary grade will be based on selected candidates' experience and skills.


Farmers is an equal opportunity employer, committed to the strength of a diverse workforce. 

Schedule: Full-time

Job Posting: 05/03/2019