Senior Financial Analyst

Job Description

The Senior Financial Analyst is responsible for providing comprehensive financial planning and analysis (FP&A) support for the organization's real estate and global operations. This role includes developing financial models, conducting detailed cost-benefit analyses (CBA), preparing consolidated financial reports for global operations, and collaborating closely with the portfolio controller. The Senior Financial Analyst will drive strategic insights to optimize financial performance and ensure accuracy in reporting across multiple business units.

Responsibilities:

Financial Analysis and Governance:

• Develop and maintain detailed financial models to support real estate transactions and global operations, enabling informed decision-making.
• Assist in the preparation and vetting of Real Estate Approval Papers through the established governance process to ensure compliance with financial standards and policies.

Cost-Benefit Analysis (CBA):

• Conduct thorough reviews and control checks of CBAs, evaluating project feasibility, risks, and potential financial impacts.
• Track and monitor ongoing CBA benefits and costs to ensure alignment with forecasted outcomes, providing regular updates to key stakeholders.

Financial Planning & Analysis (FP&A):

• Manage the annual budget process, including the preparation of the 5-Year Strategic Plan and ongoing financial forecasts for real estate and global operations.
• Lead the consolidation of global operations financial reporting, providing comprehensive insights into performance across regions.
• Generate and analyze variance reports to identify discrepancies between actual and forecasted performance, facilitating timely corrective actions.

Collaboration with Technology Leadership:

• Engage with technology leaders to address and clarify inquiries regarding CBAs and financial reporting, ensuring that business decisions are informed by accurate financial data.
• Collaborate with IT teams to optimize financial data analytics tools and reporting systems, enhancing the overall efficiency of data processes.

Stakeholder Management and Reporting:

• Interface with a variety of stakeholders, including regional directors, program managers, and transaction leads to gather insights and validate financial data.
• Prepare and present financial reports that highlight portfolio performance, compliance metrics, and strategic recommendations to senior leadership.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, or a related field. Advanced degree is a plus.
• Minimum of 3 years of experience in financial analysis, preferably in a corporate setting.
• Strong financial acumen with an understanding of P&L, cash flow, and GAAP lease accounting principles.
• Exposure to data analytics tools (QlikView, Workiva, Alteryx) and advanced proficiency in Microsoft Excel and PowerPoint.
• Excellent analytical and problem-solving skills with attention to detail.
• Effective communication and interpersonal skills, with the ability to collaborate across departments and levels.
• A proactive mindset with the ability to manage multiple priorities and meet deadlines.

The Senior Financial Analyst is a pivotal role that requires a blend of financial analysis expertise, effective governance, and strong stakeholder management skills. The ideal candidate will excel in consolidating financial reports for global operations and ensuring that real estate financial planning aligns with broader organizational goals, ultimately driving strategic decision-making and enhancing financial performance.

About Us

Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.

At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.