Lead Financial Analyst

Description

Hiring Manager: Alexandra Carey

When you join the LII LATAM U.S. Region Planning & Reporting team at Liberty Mutual, you will help shape the financial narrative and strategic direction of a dynamic, multi-country business. You’ll work closely with Regional Executive leaders, the Regional President, Product Line Managers, and cross-functional stakeholders to provide timely, actionable insight into business performance.

In this role, you will participate in the planning, reporting, and analysis of the LII LATAM U.S. Region’s financial results. You will analyze topline and bottom-line performance against plan, identify country- and product-line-level trends, and translate complex financial information into clear, compelling stories and recommendations for leadership. You will also serve as a key planning and reporting partner for assigned product lines, building subject-matter expertise and acting as a trusted resource for stakeholders.

This is an opportunity to combine strong financial acumen, analytical rigor, communication skills, and a continuous-improvement mindset (including the use of AI and emerging technologies) to enhance how the region plans, reports, and makes decisions.

Responsibilities

• Support monthly Management Operating Review (MOR) meetings with the Regional Executive Team and Regional President by preparing clear, accurate, and insightful reporting on financial performance.
• Analyze topline and bottom-line deviations from plan, forecast, prior year, and other relevant benchmarks; identify material drivers, emerging trends, risks, and opportunities.
• Develop an understanding of financial performance by country, product line, and key business driver, and communicate findings in a concise, executive-ready format.
• Serve as the primary planning and reporting contact for assigned product lines, partnering closely with Product Line Managers to support decision-making and build expertise in the business.
• Help lead and coordinate elements of the annual and multi-year financial planning process, including topline assumptions, expense planning, consolidating outputs, and developing the overall financial story.
• Partner with stakeholders to validate assumptions, investigate significant variances, resolve data questions, and ensure alignment on reporting results and planning inputs.
• Prepare recurring and ad hoc analyses, reports, presentations, and financial models in accordance with established procedures and regional business needs.
• Maintain clear documentation of recurring reporting processes, data sources, business assumptions, methodologies, and controls; update documentation as processes evolve.
• Identify opportunities to improve reporting processes, planning tools, controls, data quality, and stakeholder experience.
• Help drive innovation across the team by identifying and implementing practical applications of AI, automation, and other technologies to improve the speed, quality, and efficiency of financial planning and reporting.
• Support regional strategic initiatives and special projects, including analysis, business-case development, implementation planning, and rollout support.
• Act as a key communication link among Finance, Product Line leadership, Regional leadership, and other internal stakeholders, ensuring financial information is understood, aligned, and actionable.

Qualifications

• Bachelor`s degree (Finance or Accounting) required.
• CPA or advanced degree in Accounting, Finance, or Business preferred.
• Minimum of 5 years of finance experience.
• Must demonstrate attention to detail in a fast-paced work environment and the ability to manage and prioritize multiple projects simultaneously to drive results.
• Communicates well with own team and across organizational boundaries to ensure the successful completion of shared goals.
• Comfortable leading meetings and able to communicate issues and trends to senior management and other groups at the appropriate level of detail.
• Solid understanding of Finance Tools and Analytical Methods.

 

Employees may apply for a new role after completing 12 months of employment in their current position.

 

Employees should review all role requirements and apply only for positions for which they are eligible. Hiring processes may vary by country, including differences in procedures, requirements, and timelines.  For country-specific details, please consult your local recruiting / HR team.