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Senior Financial Analyst

Job ID 2024-14359 Date posted 03/22/2024 Locations Johnston, Rhode Island
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Overview

As a mutual insurance company, we believe our corporate structure allows us to invest for the long-term with a focus on investment fundamentals rather than short-term market volatility. We achieve this through internal and externally managed strategies across a variety of markets and styles that best allow us to preserve and grow the company's capital.

  • Full Time

    Full Time

  • Level: Mid

    Level: Mid

  • Travel: Yes

    Travel: Yes

Success Profile

What makes a successful Investments team member at FM Global?
Check out the top traits we're looking for and see if you have the right mix.

  • Detail Oriented
  • Driven / Self-Starter
  • Excellent Communicator
  • Collaborative
  • Creative Thinker
  • Diligent

Testimonial

As CIO, I strongly believe that top talent, subject matter expertise - bottom up and top down, collaboration and seamless execution will define our long-term success towards excellence in investment management.

We have embarked on an exciting journey to further build a top-notch sophisticated investment management framework, focusing on excellence in portfolio management, best practices processes and top talent -- onboarding, developing and retaining. We are based in the greater Boston area, an absolutely vibrant eco-system for investment management. We are adding to our Insurance investments team in the areas of risk and performance analytics, multi-asset investments including equities & fixed income, and insurance investments risk management. We are also adding mid-level talent to the Pension Investments team for the Defined Benefit (open plan) and Defined Contribution plan.

SANJAY – CHIEF INVESTMENT OFFICER – EMPLOYEE SINCE 2018

Benefits

Responsibilities

FM Global is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM Global helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and research; risk management skills and support services; tailored risk transfer capabilities; and superior financial strength. To do so, we rely on a dynamic, culturally diverse group of employees, working in more than 100 countries, in a variety of challenging roles.

Summary:

The Senior Financial Analyst position primarily works closely with the Manager, Treasury Services to support the Corporate Travel & Expense, Accounts Payable, Purchasing and Global Car Plans functions, but may also provide assistance to other sectors within the Treasury organization. Performs highly complex routine and non-routine financial analysis and research to support executive and senior management decision making. Will be involved in the development and review of periodic compliance reporting that is required by key stakeholders within the organization.

Schedule & Location:

This is an exempt, office-based position in Johnston, Rhode Island. The schedule requires the employee to work on-site four days per week. The schedule is Monday through Friday 40 hours per week with flexible start and stop times based on business needs. Employees must work on-site, Mondays, Wednesdays, and Thursdays, and either Tuesday or Friday may work remotely. 


  • Serves in a lead role on cross functional projects and initiatives. Examples of such workstreams may include system development/deployment, system enhancements, augmentation of existing business processes and internal controls, etc.
  • May lead research efforts on planned Treasury related regulatory, accounting standard or organizational changes to understand how those changes will impact FM Global’s business processes and financial reporting.
  • These efforts also involve the identification of opportunities for business process and internal control enhancements and increased efficiencies.
  • Periodic support of daily Treasury department-oriented production efforts will be required (i.e., review of payables transactions, performance or review of reconciliations, monthly/quarterly analyses, etc.).
  • May be required to provide occasional functional oversight, guidance, and direction to less experienced team members.

Required Education:

  • Bachelor's degree

Highly Preferred Education:

  • CPA, CIA, CMA or CFA Designation(s)/Certification(s)
  • Advanced Business Degree

Required Work Experience:

  • 7+ years of relevant experience

Highly Preferred Work Experience:

  • 10-12 years of relevant experience

Required Skills:

  • The ability to communicate and manage change incident to the aforesaid efforts.
  • Advanced knowledge of generally accepted accounting principles.
  • Advanced analytical thinking and complex problem-solving skills.
  • Demonstrated advanced project management skills with ability to multi-task and establish priorities.
  • Strong verbal and written communication skills.
  • Good presenter.
  • Ability to analyze large data sets, define parameters and identify trends or patterns.
  • Ability to work in a dynamic, non-routine environment where priorities may be fluid.
  • Advanced Microsoft Excel knowledge.
  • Basic Microsoft Access, PowerPoint, and Word skills.
  • Strong ownership and follow-through.

Highly Preferred Skills:

  • Change management skills are a plus.
  • Knowledge of Peoplesoft or similar ERP systems is a plus.

The hiring range for this position is $114,300-$164,200 annually. The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM Global’s comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more.

FM Global is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.

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