✦ Luna Orbit — Finance & Accounting

Lead Financial Planning Advisor or Senior Financial Analyst (Hybrid)

at American Family Insurance Group

📍 2 Locations Hybrid 💰 $88K – $145K USD / year Posted April 01, 2026
Apply Now → ← Browse All Jobs

Position Details

Salary $88K – $145K USD / year
Type Full-Time
Experience mid
Exp. Years Not specified
Education Bachelor's Degree in Mathematics, Economics, Finance, Accounting, or a relevant field
Category Finance & Accounting

About this role

Hybrid FP&A role focusing on expense management, planning, forecasting, and analytical support for operating company expenses.

Key Responsibilities

  • Lead expense planning and forecasting; deliver monthly performance reporting; provide scenario analysis and decision support; build expense models; present insights to leadership

Technical Overview

FP&A tooling (Adaptive Planning, Oracle, Anaplan), Excel, SQL/Python data automation

Ideal Candidate

The ideal candidate is a finance-focused analyst or lead with strong FP&A experience, budgeting and forecasting, and comfort with Adaptive Planning/Anaplan/Oracle. They should be adept at partnering with business leaders and delivering clear, data-driven insights.

Must-Have Skills

Experience in expense planningforecastingvariance analysisand management reportingStrong business partner skillsAdvanced analytical and modeling capabilitiesExperience with FP&A tools such as Adaptive PlanningOracleor AnaplanExcel proficiency; SQL/Python a plusKnowledge of insurance accounting/operations and/or P&C expense management (preferred)Customer-driven solutions experience

Nice-to-Have Skills

Experience with Power BI or similar visualization toolsSQL/Python data automationInsurance industry experience

Tools & Platforms

Adaptive PlanningOracleAnaplan

Required Skills

Expense planningforecastingvariance analysismanagement reportingbusiness partneringmodelingExcelSQLPython

Hard Skills

FP&AExcelSQLPythonAdaptive PlanningOracleAnaplandata automationfinancial reportingScenario analysisvariance analysis

Soft Skills

Strong business partnerCommunicationAnalytical thinkingStakeholder collaborationProcess improvement

Industry & Role

Industry Insurance
Job Function Finance partner to business leaders focusing on expense planning and forecasting
Role Subtype Financial Analyst
Tech Domains SQL / PostgreSQL, Python, Oracle, Microsoft 365

Keywords for Your Resume

fp&aexpense planningforecastingvariance analysismanagement reportingbusiness partneradaptive planningoracleanaplanexcelsqlpythondata automationfinancial reportingscenario analysisFP&AAdaptive PlanningOracleAnaplanSQLPythonExcel

Deal Breakers

Sponsorship not specified, Must be within commuting distance or hybrid capable

Apply for this Position →

Get matched to jobs like this

Luna finds roles that fit your skills and career goals — no endless scrolling required.

Create a Free Profile