Senior FP&A Analyst – Forecasting & Planning

AAA Life is a respected and trusted American brand that has been focusing on Life Insurance and Annuity Products since 1969.  At AAA Life we have over 1.8 million policies where we take pride in earning the trust of our policyholders who understand our promise to be there for them – and their families – when we’re needed most.  By joining the AAA Life team, you are joining a company that genuinely cares about helping each other, with a devotion to protect the lives of those around us.   We embrace a diverse, equitable, inclusive culture where all associates can feel a sense of belonging and use their unique talents and perspective to influence, innovate, motivate, and thrive.

Location: Livonia, MI

Work Solution: Remote

The Senior Forecasting Analyst plays a critical role within the FP&A function, serving as a subject matter expert in forecasting and financial analytics. This role owns the development and refinement of forecasting methodologies, applies advanced analytics to improve forecast accuracy, and drives insights that enhance decision-making. The position partners closely with cross-functional stakeholders and provides leadership on data-driven financial analysis.

• →Financial Forecasting: Develop, execute, and continuously enhance end-to-end forecasting models by leveraging advanced analytical techniques, historical trends, business drivers, and documented methodologies to improve accuracy and support planning cycles.
• →Financial Analytics: Lead the design and execution of advanced analytical frameworks, synthesizing complex KPI trends, risks, and opportunities into actionable insights and strategic recommendations for senior leadership.
• →Communication and Reporting: Collaborate cross-functionally to gather data, deliver clear and concise reporting, present insights to leadership, and maintain thorough documentation of financial models, assumptions, and methodologies.
• →Process Improvement: Identify and drive process improvements through automation and streamlined data workflows, enhancing the efficiency, accuracy, and scalability of forecasting and reporting functions.

• Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or a related field. f
• 4-5 years of experience in corporate financial programs, reporting, analytics, and impact assessment.
• Advanced knowledge of data analysis and the development of statistical and financial data to support reporting and business recommendations.
• Advanced analytical and financial modeling skills using Excel, Power BI, SQL, and/or Python/R, including experience building scalable forecasting solutions.
• Experience with financial systems and planning tools (e.g., ERP systems and CPM platforms such as OneStream or similar).
• Knowledge of financial regulations, compliance requirements, and reporting standards.

• Familiarity with statutory and GAAP accounting, with life insurance industry experience considered a plus.
• Executive Communication Skills
• Strong problem solving and decision-making skills.

While performing the duties of this job, the employee is frequently required to stand, walk, sit, use hands to finger, handle, or feel and talk or hear.  Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and ability to adjust focus. 

This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements.  Reasonable accommodations will be made for otherwise qualified applicants as needed to enable them to fulfill these requirements.