General Summary:
The senior revenue analyst is responsible for supporting the planning and analysis processes surrounding the companys revenue/premiums. Provide expertise in the technical support of key planning and analysis solutions including Oracle Planning and the Microsoft business intelligence (BI) platform.
Essential Functions / Principal Duties and Responsibilities:
Assist in the preparation and analysis of annual, quarterly, and monthly revenue related plans and forecasts for the company. This includes the companys fee-based income (advisory & administration), reserve required interest, and other revenue generating business models.
Assist with the annual Revenue Plan and expense budget submission for our investment advisor, Capital Management LLC. Assist with quarterly/monthly review of expenses/revenue as it relates to this subsidiary and provide investigation and documentation of variances.
Develop and maintain expert knowledge with Oracle Planning. Assist with the development and improvement of Oracle Planning reports for Corporate Finance and across the company.
Develop and maintain expert knowledge and utilization of business intelligence solutions used by company.
Builds confidence in dealing with the business and knowledge of more in-depth tasks, developing the ability to take on more complex analyses and builds relationships to ensure achievement of Mutual of Americas strategy and objectives.
Performs analysis, research and/or conduct projects as requested by Corporate Finance management.
Responds to ad-hoc requests to address new business processes, policies and procedures, etc.
Required Knowledge, Skills, Abilities:
BS/BA Degree in accounting (preferred) or finance and working knowledge of insurance and corporate accounting
Working knowledge of life and annuity insurance industry, products and business processes
Expert knowledge of MS business tools (Access / Excel / Word / PowerPoint / Visio / SharePoint)
Working knowledge of business intelligence tools including Oracle Planning and Microsoft BI
Strong analytical and problem-solving skills
Strong oral and written communication skills
Prior experience in a FP&A role
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