Warner Pacific University

• Provide overall leadership of the Financial Planning & Analysis (FP&A) function within Warner’s finance department. • Manage a team of financial analysts to help execute all functional responsibilities. • Core responsibilities of the FP&A function include: Serve as financial planning liaison to assigned divisions for development of annual budget and monthly variance analysis, leading variance discussions with department and division leadership. • Work with M&A team to develop budgets and proforma reporting for acquired businesses. • Build and maintain financial models to support the business. • Develop and improve financial reports to clearly communicate results and variances to Budget to department and business leaders. • Support monthly close process, which includes summarizing and consolidating results versus budget and providing commentary on variances. • Validate all financial reports for accuracy and reasonableness. • Partner with department owners for monthly financial reviews. • Automate and streamline reporting and business processes. • Prepare ad hoc financial analyses and other duties as necessary to support the team. • Assist with other projects as assigned.

• Generate employee benefit quotes including medical and ancillary products • Collect and review client information and generate competitive quotes • Communicate with clients, brokers, and sales representatives • Collaborate with sales team and provide support during proposal process

• Oversee a portfolio of accounts to ensure departmental production standards are met. • Collect and review detailed census and client information to develop tailored renewal strategies. • Facilitate open enrollment by coordinating with group administrators and carriers. • Manage client accounts effectively and utilize CRM platforms to track renewals and upsells. • Generate competitive renewal analyses for various products to provide informed options.