Allstate
Financial Analysis Manager – Financial Planning Chicago, IL (Hybrid)
Key aspects of the role:
- Drive sales growth by engaging with interested prospective customers- all while working remote
- No cold calling— Connect through inbound calls and proactive outbound calls with active insurance shoppers
- Enjoy competitive compensation with a base salary + uncapped commissions
- Sell reputable products from Allstate and our family of brands
Role overview
At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.
Job Description
The Financial Analysis Manager independently leads and directs the daily execution of the planning and forecasting of Allstate’s investment portfolio, including related financial analysis and communication of results. This role facilitates business objectives with minimal guidance by proactively identifying potential issues, anticipating their business implications, and recommending effective solutions. Additionally, the manager is responsible for building financial team excellence and developing a high-performing team of data and financial analysts.
This role is hybrid, with Chicago-based in-office requirements to support business objectives and collaborate with key stakeholders.
What you’ll be working on:
- Oversee the preparation of strategic and operating plans, related forecasts and scenario analyses for Allstate’s investment portfolio, leveraging forecast updates to influence and support key management decisions.
- Assist Business Unit leaders and partners across forecasting, planning, measurement, business case development, capital management, and internal controls.
- Build and communicate compelling storylines and forward-thinking insights that go beyond just the numbers to help leaders understand results and proactively address challenges and opportunities.
- Planning tool to understand its implications on plan reporting data flows, supporting integrated financial modeling and analysis.
- Oversee the creation and maintenance of dynamic financial reports using Power BI or other designated tools, ensuring data accuracy and integrity through robust governance practices.
- Lead analytical discussions and facilitate the development of analytical models, tools, dashboards, and presentation materials that translate complex data into clear strategic insights for decision-making and maintain robust governance practices.
- Guide and mentor financial analysts, fostering an environment of continuous learning, efficient operations, effective conflict resolution, and process/system improvements.
Key Skills/Capability we are looking for:
- Strong leadership, organizational, and time management skills
- Strong modeling and analytical skills, with investment portfolio analysis a plus
- Effective and professional written and verbal communication
- Detail and control oriented
- Power BI and SQL knowledge. Workiva a plus.
What's in it for YOUR professional development:
- Expand your knowledge of Allstate’s investment portfolio which contributes roughly $3B of pre-tax income to the enterprise
- Gain exposure to financial market concepts and understand the how, what, and why of portfolio actions through collaboration with asset managers
- Enhance your analysis skills through complex, dynamic and data driven investment portfolio projections and analysis
- Refine your ability to translate detailed knowledge of the portfolio into plans and executive level narratives
- Broaden your peer network through collaboration with other team leads in One Finance
Education
• 4-year Bachelor's Degree (Preferred)
Experience
• 7 or more years of experience (Preferred)
Supervisory Responsibilities
• This position includes supervisory duties, with responsibility for building and leading a dynamic team of financial and data analysts.
Education & Experience (in lieu)
• In lieu of the above education requirements, an equivalent combination of education and experience may be considered.
What's In It for Your Career:
• Advanced Knowledge: Develop a strong understanding of investment analytics and financial markets, significantly enhancing your financial acumen.
• Impactful Leadership: Lead initiatives that optimize organizational data usage in our center of excellence, directly influencing strategy and improving both data analytics and quality.
• Internal Growth: Thrive within a culture that prioritizes internal mobility, offering clear pathways for advancement and new challenges across teams and functions.
#LI-KV1
Skills
Analytical Thinking, Business Storytelling, Communication, Decision Making, Financial Acumen, Financial Analysis, Investments, Leadership, People Management, Strategic Planning, Team Leadership
Compensation
Compensation offered for this role is $92,560.00 – 166,465.00 annually and is based on experience and qualifications.
The candidate(s) offered this position will be required to submit to a background investigation.
Allstate generally does not sponsor individuals for employment-based visas for this position.
Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For jobs in San Francisco, please click “here” for information regarding the San Francisco Fair Chance Ordinance.
For jobs in Los Angeles, please click “here” for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance.
To view the “EEO is the Law” poster click “here”. This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs
To view the FMLA poster, click “here”. This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint.
It is the Company’s policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee’s ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.
Keys to Success
At Allstate, it’s all about teamwork, flexibility, and thinking ahead. We all contribute to the bigger picture, combining unique ideas to design innovative, more affordable protection solutions for customers.
We look for candidates with these skills to help us achieve that goal:
Learning agility
Quickly adapt to new situations, continually build new skills, experiment, and embrace new ways of doing things
Customer centricity
Deliver exceptional experience with a customer-first mindset and human-centered design
Digital literacy
Discover and apply emerging digital technology tools, data and insights.
Results-oriented
Start with measurable outcomes and drive results with speed
Inclusive leadership
Integrate diverse viewpoints into decision-making processes to enhance creativity and innovation
Together, we’re all working toward Our Shared Purpose, using our strengths to make a real difference for our people, our customers, our company, and the world around us.
Working in Sales
What We Do:
As an expert on our products and services, you can give customers personalized attention and innovative solutions to make their lives easier.
How We Support You:
Starting day one, you’ll have access to resources and incentives to keep you feeling challenged and excited about your careers.
Make An Impact:
As a member of our sales team, you’ll bring a sense of ease and support to customers looking for a better understanding of their protection options. Whether in the field or talking to customers over the phone, you’ll continue to build trust in who we are and what we do.
Working together
You’re in Good Hands ® is more than a promise we make to our customers. It’s a promise we make our employees, too.
As part of our team, we want you to love where you work, and that starts by giving you the freedom to be yourself. Our workplace flexibility and focus on inclusion creates an environment where you can connect and belong. Our goal is for you to feel trusted, heard and empowered to express yourself. When you thrive, we all thrive. And this year, we’re proud to share that we’ve been recognized by Forbes as one of America’s Best Employers For Diversity, and one of America’s Best Large Employers.
When you join us, you’ll have the opportunity to push your skills to the next level each day. Our dedication to continuous learning ensures that you have access to development programs designed to propel your career forward. As you learn and grow, so do we.
Working here also means getting the chance to do meaningful work and make a real impact in your community. We have been driving change for over 90 years, but the mark we leave on the world, can be even greater when we work together.
Role overview
At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.
Job Description
The Financial Analysis Manager independently leads and directs the daily execution of the planning and forecasting of Allstate’s investment portfolio, including related financial analysis and communication of results. This role facilitates business objectives with minimal guidance by proactively identifying potential issues, anticipating their business implications, and recommending effective solutions. Additionally, the manager is responsible for building financial team excellence and developing a high-performing team of data and financial analysts.
This role is hybrid, with Chicago-based in-office requirements to support business objectives and collaborate with key stakeholders.
What you’ll be working on:
- Oversee the preparation of strategic and operating plans, related forecasts and scenario analyses for Allstate’s investment portfolio, leveraging forecast updates to influence and support key management decisions.
- Assist Business Unit leaders and partners across forecasting, planning, measurement, business case development, capital management, and internal controls.
- Build and communicate compelling storylines and forward-thinking insights that go beyond just the numbers to help leaders understand results and proactively address challenges and opportunities.
- Planning tool to understand its implications on plan reporting data flows, supporting integrated financial modeling and analysis.
- Oversee the creation and maintenance of dynamic financial reports using Power BI or other designated tools, ensuring data accuracy and integrity through robust governance practices.
- Lead analytical discussions and facilitate the development of analytical models, tools, dashboards, and presentation materials that translate complex data into clear strategic insights for decision-making and maintain robust governance practices.
- Guide and mentor financial analysts, fostering an environment of continuous learning, efficient operations, effective conflict resolution, and process/system improvements.
Key Skills/Capability we are looking for:
- Strong leadership, organizational, and time management skills
- Strong modeling and analytical skills, with investment portfolio analysis a plus
- Effective and professional written and verbal communication
- Detail and control oriented
- Power BI and SQL knowledge. Workiva a plus.
What's in it for YOUR professional development:
- Expand your knowledge of Allstate’s investment portfolio which contributes roughly $3B of pre-tax income to the enterprise
- Gain exposure to financial market concepts and understand the how, what, and why of portfolio actions through collaboration with asset managers
- Enhance your analysis skills through complex, dynamic and data driven investment portfolio projections and analysis
- Refine your ability to translate detailed knowledge of the portfolio into plans and executive level narratives
- Broaden your peer network through collaboration with other team leads in One Finance
Education
• 4-year Bachelor's Degree (Preferred)
Experience
• 7 or more years of experience (Preferred)
Supervisory Responsibilities
• This position includes supervisory duties, with responsibility for building and leading a dynamic team of financial and data analysts.
Education & Experience (in lieu)
• In lieu of the above education requirements, an equivalent combination of education and experience may be considered.
What's In It for Your Career:
• Advanced Knowledge: Develop a strong understanding of investment analytics and financial markets, significantly enhancing your financial acumen.
• Impactful Leadership: Lead initiatives that optimize organizational data usage in our center of excellence, directly influencing strategy and improving both data analytics and quality.
• Internal Growth: Thrive within a culture that prioritizes internal mobility, offering clear pathways for advancement and new challenges across teams and functions.
#LI-KV1
Skills
Analytical Thinking, Business Storytelling, Communication, Decision Making, Financial Acumen, Financial Analysis, Investments, Leadership, People Management, Strategic Planning, Team Leadership
Compensation
Compensation offered for this role is $92,560.00 – 166,465.00 annually and is based on experience and qualifications.
The candidate(s) offered this position will be required to submit to a background investigation.
Allstate generally does not sponsor individuals for employment-based visas for this position.
Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For jobs in San Francisco, please click “here” for information regarding the San Francisco Fair Chance Ordinance.
For jobs in Los Angeles, please click “here” for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance.
To view the “EEO is the Law” poster click “here”. This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs
To view the FMLA poster, click “here”. This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint.
It is the Company’s policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee’s ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.
Keys to Success
At Allstate, it’s all about teamwork, flexibility, and thinking ahead. We all contribute to the bigger picture, combining unique ideas to design innovative, more affordable protection solutions for customers.
We look for candidates with these skills to help us achieve that goal:
Learning agility
Quickly adapt to new situations, continually build new skills, experiment, and embrace new ways of doing things
Customer centricity
Deliver exceptional experience with a customer-first mindset and human-centered design
Digital literacy
Discover and apply emerging digital technology tools, data and insights.
Results-oriented
Start with measurable outcomes and drive results with speed
Inclusive leadership
Integrate diverse viewpoints into decision-making processes to enhance creativity and innovation
Together, we’re all working toward Our Shared Purpose, using our strengths to make a real difference for our people, our customers, our company, and the world around us.
Working in Claims
What We Do:
Your ability to quickly and calmly make smart decisions can make a huge difference in how confident customers feel throughout the claims process. And as you support our customers, we’re there to support you.
How We Support You:
We empower your success starting day one. You’ll have access to everything you need to grow professionally while helping our customers get their lives back on track.
Make An Impact:
Helping customers with their claims is about learning their stories, not just processing their paperwork. You can take pride in the fact that you’re providing invaluable guidance and helping to build continued trust in our company.
Working together
You’re in Good Hands ® is more than a promise we make to our customers. It’s a promise we make our employees, too.
As part of our team, we want you to love where you work, and that starts by giving you the freedom to be yourself. Our workplace flexibility and focus on inclusion creates an environment where you can connect and belong. Our goal is for you to feel trusted, heard and empowered to express yourself. When you thrive, we all thrive. And this year, we’re proud to share that we’ve been recognized by Forbes as one of America’s Best Employers For Diversity, and one of America’s Best Large Employers.
When you join us, you’ll have the opportunity to push your skills to the next level each day. Our dedication to continuous learning ensures that you have access to development programs designed to propel your career forward. As you learn and grow, so do we.
Working here also means getting the chance to do meaningful work and make a real impact in your community. We have been driving change for over 90 years, but the mark we leave on the world, can be even greater when we work together.
Role overview
At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.
Job Description
The Financial Analysis Manager independently leads and directs the daily execution of the planning and forecasting of Allstate’s investment portfolio, including related financial analysis and communication of results. This role facilitates business objectives with minimal guidance by proactively identifying potential issues, anticipating their business implications, and recommending effective solutions. Additionally, the manager is responsible for building financial team excellence and developing a high-performing team of data and financial analysts.
This role is hybrid, with Chicago-based in-office requirements to support business objectives and collaborate with key stakeholders.
What you’ll be working on:
- Oversee the preparation of strategic and operating plans, related forecasts and scenario analyses for Allstate’s investment portfolio, leveraging forecast updates to influence and support key management decisions.
- Assist Business Unit leaders and partners across forecasting, planning, measurement, business case development, capital management, and internal controls.
- Build and communicate compelling storylines and forward-thinking insights that go beyond just the numbers to help leaders understand results and proactively address challenges and opportunities.
- Planning tool to understand its implications on plan reporting data flows, supporting integrated financial modeling and analysis.
- Oversee the creation and maintenance of dynamic financial reports using Power BI or other designated tools, ensuring data accuracy and integrity through robust governance practices.
- Lead analytical discussions and facilitate the development of analytical models, tools, dashboards, and presentation materials that translate complex data into clear strategic insights for decision-making and maintain robust governance practices.
- Guide and mentor financial analysts, fostering an environment of continuous learning, efficient operations, effective conflict resolution, and process/system improvements.
Key Skills/Capability we are looking for:
- Strong leadership, organizational, and time management skills
- Strong modeling and analytical skills, with investment portfolio analysis a plus
- Effective and professional written and verbal communication
- Detail and control oriented
- Power BI and SQL knowledge. Workiva a plus.
What's in it for YOUR professional development:
- Expand your knowledge of Allstate’s investment portfolio which contributes roughly $3B of pre-tax income to the enterprise
- Gain exposure to financial market concepts and understand the how, what, and why of portfolio actions through collaboration with asset managers
- Enhance your analysis skills through complex, dynamic and data driven investment portfolio projections and analysis
- Refine your ability to translate detailed knowledge of the portfolio into plans and executive level narratives
- Broaden your peer network through collaboration with other team leads in One Finance
Education
• 4-year Bachelor's Degree (Preferred)
Experience
• 7 or more years of experience (Preferred)
Supervisory Responsibilities
• This position includes supervisory duties, with responsibility for building and leading a dynamic team of financial and data analysts.
Education & Experience (in lieu)
• In lieu of the above education requirements, an equivalent combination of education and experience may be considered.
What's In It for Your Career:
• Advanced Knowledge: Develop a strong understanding of investment analytics and financial markets, significantly enhancing your financial acumen.
• Impactful Leadership: Lead initiatives that optimize organizational data usage in our center of excellence, directly influencing strategy and improving both data analytics and quality.
• Internal Growth: Thrive within a culture that prioritizes internal mobility, offering clear pathways for advancement and new challenges across teams and functions.
#LI-KV1
Skills
Analytical Thinking, Business Storytelling, Communication, Decision Making, Financial Acumen, Financial Analysis, Investments, Leadership, People Management, Strategic Planning, Team Leadership
Compensation
Compensation offered for this role is $92,560.00 – 166,465.00 annually and is based on experience and qualifications.
The candidate(s) offered this position will be required to submit to a background investigation.
Allstate generally does not sponsor individuals for employment-based visas for this position.
Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For jobs in San Francisco, please click “here” for information regarding the San Francisco Fair Chance Ordinance.
For jobs in Los Angeles, please click “here” for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance.
To view the “EEO is the Law” poster click “here”. This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs
To view the FMLA poster, click “here”. This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint.
It is the Company’s policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee’s ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.
Keys to Success
At Allstate, it’s all about teamwork, flexibility, and thinking ahead. We all contribute to the bigger picture, combining unique ideas to design innovative, more affordable protection solutions for customers.
We look for candidates with these skills to help us achieve that goal:
Learning agility
Quickly adapt to new situations, continually build new skills, experiment, and embrace new ways of doing things
Customer centricity
Deliver exceptional experience with a customer-first mindset and human-centered design
Digital literacy
Discover and apply emerging digital technology tools, data and insights.
Results-oriented
Start with measurable outcomes and drive results with speed
Inclusive leadership
Integrate diverse viewpoints into decision-making processes to enhance creativity and innovation
Together, we’re all working toward Our Shared Purpose, using our strengths to make a real difference for our people, our customers, our company, and the world around us.
Working together
You’re in Good Hands ® is more than a promise we make to our customers. It’s a promise we make our employees, too.
As part of our team, we want you to love where you work, and that starts by giving you the freedom to be yourself. Our workplace flexibility and focus on inclusion creates an environment where you can connect and belong. Our goal is for you to feel trusted, heard and empowered to express yourself. When you thrive, we all thrive. And this year, we’re proud to share that we’ve been recognized by Forbes as one of America’s Best Employers For Diversity, and one of America’s Best Large Employers.
When you join us, you’ll have the opportunity to push your skills to the next level each day. Our dedication to continuous learning ensures that you have access to development programs designed to propel your career forward. As you learn and grow, so do we.
Working here also means getting the chance to do meaningful work and make a real impact in your community. We have been driving change for over 90 years, but the mark we leave on the world, can be even greater when we work together.
Benefits
Experience the benefits that make Allstate a great place to work.
*Benefits vary based on position.
Health
- Medical, dental and vision coverage
- HSAs and FSAs
- Wellbeing programs
- Free therapy sessions
Retirement
- 401(k) plan
- Pension plan
- Free financial counseling
Work-life balance
- Paid time off
- Work flexibility
Career development
- Talent shares
- Tuition reimbursement
- Learning opportunities
For a full description of Allstate’s benefits visit our benefits page
Start making a difference
Realize your full potential by doing
work that matters.
Grow your career in meaningful ways.
We want to make sure you have every opportunity to grow, explore new horizons and follow your passion in a meaningful career. It’s an exciting time to join Allstate. Help us shape the future.
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