Lead Financial Analyst

Job Summary

As a financial analyst on the USRM Results & Insights team, you will be responsible for highlighting financial and operational trends to USRM leadership. The Results & Insights team collaborates across all USRM functions to analyze the operational health of the business and its impacts to our financial results and our organization’s strategic growth & profitability goals. Additionally, this role/team is a high exposure opportunity to support and influence leadership decision‑making through informed results‑based reporting and presentation.

• Is proactive and intellectually curious.
• Has strong financial acumen, excels at collaboration, and is open to challenging the status quo.
• Thrives in a fast‑paced environment and possesses strong technical capabilities (Microsoft Office).
• Will contribute to the organization’s success by driving financial results insights and analyses that provide transparency into our financial position.

• Drives critical results and trend analysis of financial and operational variances to plan, prior year, and forecast in various MORs (Monthly Operating Reviews held by each team within USRM).
• Provide sound financial insights and expertise through developing monthly results slides (utilizing Microsoft PowerPoint) and exhibits (utilizing Microsoft Excel and Power BI) to inform leadership decision‑making and enable stakeholder self‑service.
• Analyze monthly Profit & Loss (P&L) statements to identify trends and variances, extracting critical operational insights and translating findings into clear stories for cross‑functional teams to drive strategic decision‑making.
• Cultivates strong relationships with business partners in functional areas across the organization to identify key profit and growth trends and remain informed on operational drivers.
• Gains exposure by presenting monthly to Finance and cross‑functional leadership and the broader Finance organization.
• Continually assesses the efficiency and impact of processes, reports, and tools; proactively identifies continuous improvement opportunities for enhancements; leads or actively participates in increasingly complex department projects and continuous improvement activities; proactively identifies AI use cases and integrates generative AI into deliverables.
• Conducts ad‑hoc analyses on emerging trends and effectively summarizes and communicates results to management.
• Mentors junior analysts, rotational employees, and interns; leads work streams with offshore partners.

• Bachelor’s degree (Finance or Accounting) is required.
• Minimum of 3 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 effectively with teammates and others, leading meetings and interacting with increasingly higher levels of management to gather information and effectively present results and recommendations.
• Advanced knowledge of Microsoft Excel and PowerPoint is preferred.

Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role.

Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.

At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups.

Each…