Financial Planning and Analysis Manager

Financial Planning And Analysis Manager

SFM's mission is to inspire safer workplaces by protecting workers from harm and helping the injured recover. Reporting to the Chief Financial Officer, the Financial Planning & Analysis Manager will be a strategic partner managing the financial planning for the Organization and ensuring SFM's financial health is solid so it can carry out its mission. The responsibilities include providing actionable financial insights and building the analytical infrastructure that supports sound decision-making across the organization. You will seek process improvements, drive efficiencies and develop key performance indicators that measure the financial health of the organization. Working as a collaborator, the FPA Manager leads a technical team while remaining hands-on with day-to-day business activities. You will have the opportunity to establish financial controls and work cross-divisionally managing complex projects and acting as a trusted advisor to Senior Management. Delivering excellent customer service to internal business partners is key in this role and is just one part of SFM's core values. SFM's collaborative work environment is what makes us unique and creates a strong team setting. Our work environment is designed to support flexibility, allowing you to bring the best version of yourself to work each day!! Hybrid work is offered, but living in Minnesota is needed.

What You'll Do:

1. Owns the annual budgeting process and rolling forecast cycle, partnering with business unit leaders and finance leadership to develop credible, well-supported financial plans and is a trusted advisor creating clear narratives concerning the financial performance for the CFO and executive leaders.
2. Provides financial insights and recommendations to influence executive-level decisions and navigates complex business matters and builds financial models.
3. Leads and manages finance-driven projects from initiation through completion, including system implementations, process redesign efforts, and cross-functional initiatives, while maintaining clear ownership, timelines, and stakeholder communication throughout.
4. Oversees the design and maintenance of management reporting, ensuring accuracy, consistency, and timeliness across the close cycle, and manages external vendor relationships.
5. Provides leadership that is consistent with the organizations vision and expectations to team members that support corporate strategic priorities.
6. Inspires team members to attain goals and pursue excellence. Identifies opportunities for improvement and makes constructive suggestions for improved performance and acts as mentor in project management fundamentals.

What We'll Like About You:

• Bachelor's degree in accounting, finance, or related field.
• 6 years of progressive Financial Planning and Analysis (FP&A) or corporate finance experience.
• 3 or more years' experience in a people leadership capacity.
• Demonstrated ability to lead and develop a team while remaining an active individual contributor.
• Excellent project management skills.
• Strong command of financial modeling and controls, budgeting methodologies, and management reporting.
• Excellent knowledge of data tools, automation initiatives, or financial systems implementation with comfort working at the boundary of finance and technology is essential.
• Exceptional communication skills; able to present complex financial information with clarity and confidence to non-financial audiences.
• First rate customer service and interpersonal skills and ability to build sound relationships with internal and external customers.
• Must be able to work at the corporate offices when needed and

Why You'll Love Working Here:

We want your work life to feel balanced, rewarding, and supported. Here are just a few of the benefits SFM offers:

• Comprehensive medical, dental, and vision coverage (plus HSA/FSA options).
• Flexible hybrid work environment.
• 401(k) with both Traditional and Roth options + company match.
• Contributions toward student loan repayment.
• Generous PTO, 9 paid holidays, and paid parental leave.
• Monthly home internet allowance.
• Free life insurance, short-term & long-term disability coverage.
• Incentive bonus opportunities.
• Adoption financial assistance.
• Pet insurance.
• Annual company-wide volunteer day.
• Discounts on gyms, fitness apps, and wellness programs.

Who We Are:

SFM is the leading workers' compensation insurer in Minnesota, with a growing presence across the Midwest. We're proud to be recognized as a Top Workplace (#8 midsize employer in MN) thanks to our supportive culture, commitment to our employees, and focus on doing what's right. Learn more by clicking here.

The base pay posted is just one component of SFM's total compensation package. The salary range listed represents the full compensation range for this position. Job title and starting pay will be based on the selected candidate's relevant knowledge, skills, abilities and/or experience, and education, if applicable as well as internal equity with other employees in the same job classification.

Work Environment and Physical Demands:

Work takes place in a remote semi paperless environment within a home office setting or in-office setting, using standard office equipment such as computers, phones, and copiers, which requires being stationary for extended periods of time. While performing the duties of this job, the employee is regularly required to talk or hear and maintain concentration and focus. The employee frequently is required to stand; walk; use hands and fingers, handle or feel; and reach with hands and arms and work with close vision. This position requires the ability to occasionally lift office products and supplies, up to 20 pounds. Work is performed indoors with little to no exposure to extreme outdoor weather conditions. Regular attendance is required.

SFM Mutual Insurance Company and each of its parent companies, subsidiaries and/or affiliated companies are Equal Opportunity/Affirmative Action Employers. SFM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, status with regard to public assistance, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

SFM Companies, EEO/AA Employers. SFM is a participant of E-Verify. Applicants have rights under Federal Employment Laws.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.