Finance Business Partner II - IT/Financial Management - Erie Insurance

Division or Field Office:

Actuarial Division
Department of Position: Enterprise Office Department
Work from:
Corporate Office, Erie PA Salary Range:
$60,677.00-$96,925.00*

salary range is for thislevel and may vary based on actual level of role hired for

*This range represents a national range and the actual salary will depend on several factors including the scope and complexity of the role and the skills, education, training, credentials, location, and experience of an applicant, as well as level of role for which the successful candidate is hired.Position may be eligible for an annual bonus payment.

At Erie Insurance, you're not just part of a Fortune 500 company; you're also a valued member of a diverse and inclusive team that includes more than 6,000 employees and over 13,000 independent agencies. Our Employees work in the Home Office complex located in Erie, PA, and in our Field Offices that span 12 states and the District of Columbia.

Benefits That Go Beyond The Basics

We strive to be Above all in Service® to our customers-and to our employees. That's why Erie Insurance offers you an exceptional benefits package, including:

• Premier health, prescription, dental, and vision benefits for you and your dependents.Coverage begins your first day of work.
• Low contributions to medical and prescription premiums.We currently pay up to 97% of employees' monthly premium costs.
• Pension.We are one of only 13 Fortune 500 companies to offer a traditional pension plan. Full-time employees are vested after five years of service.
• 401(k) with up to 4% contribution match.The 401(k) is offered in addition to the pension.
• Paid time off.Paid vacation, personal days, sick days, bereavement days and parental leave.
• Career development.Including a tuition reimbursement program for higher education and industry designations.

Additional benefits that include company-paid basic life insurance; short-and long-term disability insurance; orthodontic coverage for children and adults; adoption assistance; fertility and infertility coverage; well-being programs; paid volunteer hours for service to your community; and dollar-for-dollar matching of your charitable gifts each year.

Position Summary

• This position will have a primary focus on IT and Finance Management.
• The Hiring Manager will also consider candidates for Finance Business Partner I (F08) and Senior Finance Business Partner (F12). Level of position offered will be based upon the depth and breadth of selected candidate's experience and qualifications.

Under moderate supervision, supports senior management in the development of corporate and/or divisional plans and forecasts. Coordinates related financial and/or workforce planning processes. Conducts analysis of forecasts to actual results and may develop recommended actions to achieve the forecasts. Conducts ad hoc financial analysis and decision support activities for the corporate and/or divisional level.

Duties and Responsibilities

• Assists in creating financially sound business plans. Assists in the cascading of plans to departments.
• Assists in coordinating the strategic planning and forecasting process, along with analysis over comparison to actuals, for assigned areas of responsibility. Collaborates with other finance business partners or teams to provide financial forecasts.
• Assists in the development of financial and operating statistics for assigned areas, to create and drive consistent performance accountability metrics and standards.
• Assists in evaluating proposed project business cases for assigned areas and supports with the inclusion of appropriate and consistent project financials.
• Supports the development of presentations of financial and operational analysis for senior management.
• Analyzes cost and workforce productivity. Understands the cost and human resource impact of business needs and supports the creation, implementation, and adjustment of related business plans.
• Works with business areas to create capacity models used to determine hiring needs based upon metrics that drive headcount.
• Supports corporate financial analysis of strategic initiatives as required.

Duties and Responsibilities (cont'd if applicable)

• Ensures that analysis and plans are developed using consistent, state-of-the-art techniques, tools, and technologies and in the most efficient and effective manner possible, as well as being consistent with other financial planning and analysis areas to ensure ease of consolidation.
• Organizes research and analyses over key business initiatives and supports the development of presentations for senior management.
• Maintains working knowledge of applicable systems and processes.
• Strengthens analytical and research skills.
• Completes special projects as required. Performs other duties as required.

The firstfourduties listed are the functions identified as essential to the job. Essential functions are those job duties that must be performedin order forthe job to be accomplished.

This position description in no way states or implies that these are the only duties to be performed by the incumbent. Employees are required to follow any other job-related instruction and to perform any other duties as requested by their supervisor, or as becomeclear.

Capabilities

• Self-Development
• Collaborates
• Detail Orientation
• Cultivates Innovation
• Instills Trust
• Decision Quality
• Information Management Skills
• Values Diversity
• Nimble Learning
• Job-Specific Knowledge
• Customer Focus
• Optimizes Work Processes
• Ensures Accountability

Qualifications

Minimum Educational Requirements

• Bachelor's degree in finance or accounting, or related field, required.

Additional Experience

• Three years' experience in financial analysis, corporate and strategic planning, financial reporting, financial statement auditing, or actuarial required.
• Working knowledge of financial analysis, strategic and operational planning, and/or financial modeling required.
• Demonstrated analytical experience in income statement and balance sheet areas required.
• Experience with automated information systems, financial reporting requirements and/or modeling tools required.
• Working knowledge of GAAP preferred.
• Experience with Hyperion preferred.
• The position requires the incumbent to work weekends and restrict vacation during peak periods.

Designations and/or Licenses

• MBA or CPA preferred.

Physical Requirements

• Lifting/Moving 0-20 lbs; Occasional (<20>
• Lifting/Moving 20-50 lbs; Occasional (<20>
• Ability to move over 50 lbs using lifting aide equipment; Occasional (<20>
• Driving; Rarely
• Pushing/Pulling/moving objects, equipment with wheels; Occasional (<20>
• Manual Keying/Data Entry/inputting information/computer use; Often (20-50%)
• Climbing/accessing heights; Rarely

Nearest Major Market: Erie