FP&A Business Partner
Company: Thrivent
Location: Minneapolis
Posted on: October 20, 2024
Job Description:
We exist to help people achieve financial clarity. At Thrivent,
we believe money is a tool, not a goal. Driven by a higher purpose
at our core, we are committed to providing financial advice,
investments, insurance, banking and generosity programs to help
people make the most of all they've been given.At our heart, we are
a membership-owned fraternal organization, as well as a holistic
financial services organization, dedicated to serving the unique
needs of our clients. We focus on their goals and priorities,
guiding them toward financial choices that will help them live the
life they want today-and tomorrow.Job SummaryThe FP&A Business
Partner role is important to connecting business and finance
strategy and delivery to drive business performance. It requires
strong analytical skills and ability to influence and drive change.
This role supports strategy, planning, decision-making, and overall
financial performance by partnering with senior business leaders.
Collaboration, partnership and active stakeholder management are
foundational to success in this role. Thriving in an evolving
environment, working to drive innovation, and adopt industry best
practice to drive sustainable growth is key. The business partner
supports the financial and strategic needs of business VPs and
directors while maintaining a solid-line reporting relationship to
Finance.This person will support the independent sales channel
including Thrivent Advisor Network, Thrivent's wholly owned RIA, as
well as other leaders in the Distribution organization.Job
Responsibilities and Duties
- Develop partnerships with business leaders across the
organization to engage in financial planning activities and
facilitate decision-making supported by strategic financial
analyses.
- Deliver financial analysis, planning/forecasting and
decision-making support to multiple business areas and facilitate
key business routines such as quarterly forecast, annual and
long-range planning.
- Support division leaders in managing over $1 billion in
organization expenses and recommend appropriate levels of spending
and potential areas of cost reduction resulting in improved
financial results for the organization.
- Own, partner, and deliver business analyses to report results,
identify issues, support decision making, present solutions to
business leaders, and influence leaders and their management teams
to act upon the information supplied.
- Serve as a partner to divisional management in the monthly
review and updating of financial forecasts on a rolling basis; work
with corporate finance to review affordability of expenses and
adjust as needed.
- Support resource investment analysis processes across a
portfolio of projects. Provide oversight on resource investments to
ensure desired outcomes and ROI levels are achieved.
- Identify opportunities for revenue expansion, margin
enhancements and expense opportunities.
- Develop concise communications and present findings to leaders
on topics such as business performance, KPIs, and investment
analysis.Job Qualifications
- Bachelor's degree in accounting, business, or finance required;
advanced degree in finance or professional designation (e.g., CPA,
CMA, MBA) preferred.
- FP&A, financial analysis or public accounting experience
required.
- Successful experience in financial forecasting, budgeting,
business partnership, and financial modeling required.
- 3-5 years financial planning & analysis experience or other
similar experience.
- Advanced skills in spreadsheet/database applications.
- Experience in PowerPoint with desire to develop executive level
presentation skills.Other Critical Factors
- Critical thinker.
- Must be able to handle multiple priorities and deadlines
independently.
- Demonstrated ability to interact with all levels of management
and employees, demonstrating strong interpersonal skills and the
ability to constructively handle conflict.
- Ability to work independently and demonstrate initiative.
- Ability to proactively identify issues and take on additional
challenges as needed.Additional Information
- Thrivent offers a flexible work schedule with hybrid FP&A
employees typically needing to be in the office 1-2
days/week.Thrivent's long-term growth depends on attracting,
rewarding, and retaining people who are committed to helping others
thrive with purpose. We accomplish this by offering a wide variety
of market competitive compensation programs to attract, reward, and
retain top talent. The applicable salary or hourly wage range for
this full-time role is $85,982.00 - $116,328.00 per year, which
factors in various geographic regions. The base pay actually
offered will be determined by a variety of factors including, but
not limited to, location, relevant experience, skills, and
knowledge, business needs, market demand, and other factors
Thrivent deems important.Thrivent is unique in our commitment to
helping people to be wise with money and live balanced and generous
lives. That extends to our benefits. The following benefits may be
offered: various bonuses (including, for example, annual or
long-term incentives); medical, dental, and vision insurance;
health savings account; flexible spending account; 401k; pension;
life and accidental death and dismemberment insurance; disability
insurance; supplemental protection insurance; 20 days of Paid Time
Off each year; Sick and Safe Time; 10 paid company holidays;
Volunteer Time Off; paid parental leave; EAP; well-being benefits,
and other employee benefits. Eligibility for receipt of these
benefits is subject to the applicable plan/policy documents.
Thrivent's plans/policies are subject to change at any time at
Thrivent's discretion.Thrivent provides Equal Employment
Opportunity (EEO) without regard to race, religion, color, sex,
gender identity, sexual orientation, pregnancy, national origin,
age, disability, marital status, citizenship status, military or
veteran status, genetic information, or any other status protected
by applicable local, state, or federal law. This policy applies to
all employees and job applicants.Thrivent is committed to providing
reasonable accommodation to individuals with disabilities. If you
need a reasonable accommodation, please let us know by sending an
email to or call 800-847-4836 and request Human Resources.
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Keywords: Thrivent, Minnetonka , FP&A Business Partner, Other , Minneapolis, Minnesota
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