Financial Planning Analyst Belfast 2024

The world isn’t standing still, and neither is Allstate. We’re moving quickly, looking across our businesses and brands and taking bold steps to better serve customers’ evolving needs. That’s why now is an exciting time to join our team. You’ll have opportunities to take risks, challenge the status quo and shape the future for the greater good.

You’ll do all this in an environment of excellence and the highest ethical standards – a place where values such as integrity, inclusive diversity and accountability are paramount. We empower every employee to lead, drive change and give back where they work and live. Our people are our greatest strength, and we work as one team in service of our customers and communities.

Allstate operate a very flexible hybrid working policy that will allow you to design your working week in collaboration with your manager with a blend of remote and office working for NI based employees as well as condensed working patterns (4 day week/9 day fortnight).

Join our team and you’ll find challenge and reward in a culture of innovation, support and balance.

Your role in the team

We are looking for a talented financial analyst to join the Allstate Financial Planning & Analysis team, delivering meaningful reporting, analysis and processes for a Fortune 100 company. We work with talented individuals who come together as a team to support the Allstate Investments organization.

Allstate Investments manages approximately $70 Billion of assets. Our goal is to provide sustainable, competitive, risk-adjusted investment returns and investment related services for the benefit of The Allstate Corporation. Investment performance for our portfolios has consistently provided excess returns for our customers, and we attribute that success in large part to the quality of our people. The size of the investment group exceeds 300 individuals across a variety of investment disciplines including, fixed income, equities, private securities, commercial mortgages and derivative asset classes, as well as, finance and technology. We recognize that our employees are our ultimate advantage and we seek to attract and retain highly qualified individuals with strong academic backgrounds, a deep interest in investments and a desire to be challenged.

The Finance and Planning team is responsible for developing internal management-based reporting for The Allstate Corporation’s Investments Portfolio; producing timely and insightful results and projection analysis; and preparing the annual strategic and operating plans and related forecasts.

The Finance and Planning Analyst is responsible for supporting the day-to-day activities of the Finance and Planning Team. They are expected to manage his/her assignments based on prioritization, help to identify issues as circumstances merit, and provide recommendations for process improvement. In addition, they should have an understanding of economics and financial statement reporting for investments.

Responsibilities

• Support the internal management reporting and analysis activities for Allstate’s investment portfolio by preparing analysis, compiling reports, and assisting in updating presentations in support of team deliverables
• Own and be accountable for execution of responsibilities
• Work collaboratively within team and with suppliers of plan and data manipulation
• Able to work with large amounts of data and able to ensure the accuracy of the results
• Clearly articulate point-of-view, and analyze problems with assistance of management
• Understand monthly timeline with goal to meet or exceed deliverables; communicate challenges and roadblocks to deliverable timing with the rest of the team to determine potential work-arounds
• Participate on special projects, analyses as requested by management and support for Investment Expenses
• Prepare and maintain on-going documentation with regard to analytical concepts/methodologies and associated process controls
• Ability to react and update processes to changing requirements from management which could include additional portfolio or asset class breakouts
• Typical metrics analyzed include but are not limited to: net investment income, yield, realized and unrealized gains or losses, portfolio allocations, positioning and expenses

Essential criteria 

Candidates should clearly state on their application form how they meet each of the essential criteria as these will be assessed during shortlisting and only these deemed to meet all of the below criteria will move forward to the next stage.

• Applicants must demonstrate they have a legal right to work in the UK for employment at Allstate. Allstate is not providing sponsorship for this vacancy,
• A degree classification in Finance, or related discipline, or
• A degree in a non-finance related discipline but supported with a post-graduate qualification within a finance or accountancy related discipline, or
• At least 18 months experience in a Finance role,

And

• Applicants must be willing and eligible to travel to the USA
• Demonstrated experience with Microsoft Excel and the ability to analyze, manipulate, and interpret large amounts of data
• Demonstrated understanding of financial and accounting concepts

Candidates should also be able to demonstrate

• Strong work ethic, including ability to follow-up, focus on details and take initiative
• Analytical skills to compile information
• Oral and written communication skills in order to work effectively across the organization
• Interpersonal skills to work effectively in a team environment
• Time management and organization skills with a proven ability to multi-task

We also have some desirable criteria

• Working knowledge of Power Point and Word
• Working knowledge of PowerBI or Tableau

What we offer

As Digital DNA’s Workplace of the Year 2020 & 2022 winners, we offer a generous benefits package that includes flexible annual leave entitlement, dental and healthcare insurance, an attractive pension package and discounts on gym memberships, public transport and parking.

Allstate invests heavily in your development, as an employee you will have access to multiple world-class learning platforms and courses from our award-winning in-house Learning & Development team.

We pride ourselves in providing clear career paths and opportunities for internal mobility allowing you to further develop within the organisation.

We encourage a better work life balance and you’ll have the opportunity to apply for various flexible working arrangements.