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. 

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Schedule: Full-time

Job Posting: 05/03/2019