Senior Analyst, Financial Planning & Analysis

Mutual of America
Job Title: Senior Analyst, Financial Planning & Analysis
Location: New York, NY (Hybrid)

Who We Are:

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their retirement savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary:

The Senior Analyst, Financial Planning & Analysis is responsible for supporting the planning and analysis processes surrounding the company’s revenue/expenses/premiums. Provide expertise in the technical support of key planning and analysis solutions including Oracle Planning and the Microsoft business intelligence (BI) platform.

Responsibilities:

• Assist in the preparation and analysis of annual, quarterly, and monthly plans and forecasts for the company. This includes the company’s fee-based income (advisory & administration), reserve required interest, cashflows and other revenue generating business models.
• Assist with the annual expense plan and expense budget submission for our Parent company (Mutual of America), investment advisor (Capital Management LLC) and other subsidiaries. Assist with quarterly/monthly review of expenses/revenue as it relates to these subsidiaries 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 America’s 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 Qualifications:

• Bachelor’s Degree
• 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

What we offer you:

• Competitive base salary
• Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
• 401(K) Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions.
• Parental Leave: 8 weeks fully paid
• Paid time off: 20 days plus two floating personal holidays

The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for an annual bonus; whereby total compensation may exceed this range depending on individual and / or company performance.

Base Salary Range: $90,640 - $135,960

Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica

Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.