Senior Finance Business Partner

Date: Nov 12, 2019

Division or Field Office:

Controller Division

Department of Position: Financial Plng & Cost Anl Dept 

Work from:

Corporate Office in Erie, PA


At Erie Insurance, you’re not just part of a Fortune 500 company; you’re also a valued member of a diverse and inclusive team that includes more than 5,000 employees and over 2,200 independent agencies.  Our Employees work in the Home Office complex located in Erie, PA, and in our Field Offices that span 12 states and the District of Columbia.  To attract and retain the best talent, we reward our team members with competitive salaries and a very generous benefits package.


Position Summary

Assists executive and senior management in the development of strategic plans for the Erie Insurance Group related for the assigned division(s). Develops financial forecasts and coordinates related corporate financial planning processes. Develops and implements processes to support the analysis of forecasts to actual results and development of actions to achieve the forecasts. Also conducts financial analysis and decision support activities for the assigned division(s).


This position will focus primarily on Finance projects.

Duties and Responsibilities
  • Coordinates the strategic planning process, mid-year and quarterly reviews of forecasts and compared to actual results. Provides financial support and leadership through operating cycles.
  • Coordinates the budgeting process in order to provide financial forecasts.
  • Supports in the development of financial and operating statistics to create and drive consistent performance accountability metrics and standards.
  • Conducts the financial analysis activities used in developing and evaluating the business cases for technology, facilities, and other related projects.
  • Performs financial/operational peer group analyses and benchmark studies, including the environment, competitors, rating agencies, products, processes and regulations. Recommends appropriate strategic financial alternatives in response to key issues identified.
  • Ensures that analysis and plans are developed utilizing consistent, state-of-the-art techniques, tools, and technologies and in the most efficient and effective manner possible, as well as being consistent with other financial planning and analysis areas to ensure ease of consolidation.
  • Organizes research and analyses. Develops presentations for senior management.
  • Completes special projects as required.
  • Perform other duties as assigned.
  • Competencies
    Ability To Learn And Follow Procedures
    Ability to Manage Complexity
    Business Acumen
    Decision Making
    Detail Orientation
    Developing And Maintaining Relationships
    Information Management Skills
    Interpersonal Communication
    Job-Specific Knowledge
    Planning And Organizing
    Presentation Skills
    Problem Analysis
    Service Orientation
    Time Management
    Influencing Skills

    Bachelor's degree in finance or accounting, or related field, required. MBA or CPA preferred. Five years' experience in financial analysis, corporate planning or actuarial required. Demonstrated analytical and forecasting experience in areas such as revenue and expense. In-depth knowledge of financial analysis, strategic and operational planning, and financial modeling required with experience in an insurance company preferred. Strong background in automated information systems, financial reporting requirements, and modeling tools required. Occasional overnight travel required.

    Physical Requirements
    Lifting 0-20 lbs; Occasional (<20%)
    Lifting 20-50 lbs; Occasional (<20%)
    Lifting Over 50 lbs; Occasional (<20%)
    Driving; Rarely
    Pushing/Pulling; Occasional (<20%)
    Manual Keying/Data Entry; Often (20-50%)
    Climbing; Rarely

    Nearest Major Market: Erie

    Job Segment: Information Systems, Actuarial, Technology, Insurance