Join a supportive and inclusive culture where work-life balance is not just a concept but a reality!
State Fund’s Financial Planning & Analysis (FP&A) has an opening for a Financial Analyst IV. Everyone on our team contributes to our success, leading to a more innovative, productive, and positive workplace. If this aligns with what you have in mind, apply today!
In this role you will:
- Independently perform more complex data analysis in response to ad-hoc research and reporting requests using business intelligence software or Hyperion as a tool to forecast trends and assess potential impact in various areas
- Perform complex analytical and consultative FP&A work addressing critical financial issues and broad design matters
- Analyze and evaluate data of all types, create dashboards using business intelligence tools, produce reports and presentations of results with visualizations.
- Create, develop, and update financial projections
- Analyze and interpret financial and operational data of current and future periods
- Utilize historical data to inform trends and decisions for future periods
- Lead efforts to improve the effectiveness and efficiency of management reporting by designing and building sustainable financial tools
- Act as a team lead for various FP&A program initiatives
This job may be located at one of the following offices: San Francisco, Pleasanton, Sacramento or Santa Ana.
The successful candidate must reside in California upon appointment.
This position requires occasional travel to office for meetings and/or trainings.
Desired Qualifications:
The successful candidate will have the following knowledge, skills and abilities:
- Proficient knowledge of financial modeling/cost benefit analysis (CBA)/reporting and financial reference tools
- Ability to generate, use, develop, and maintain financial models/reports and financial reference tools
- Knowledge and understanding of statutory accounting principles (SAP), accruals and audits
- General knowledge of the insurance industry and workers’ compensation industry trends and issues
- Ability to use statistics to analyze research findings to support decisions or to make recommendations
- Ability to take an ambiguous concept/task and complete in an effective way with minimal direction
- Ability to effectively convey information concisely and professionally to management in writing, verbally, and by using data visualization techniques
Working at State Fund offers EXCELLENT benefits including:
- Alternate Work Schedule options
- On-the-job training
- Various health, dental and vision plans to choose from
- Retirement plans (CalPERS, 401(k) and 457 Deferred Compensation Plans)
- 11 Paid Holidays
- Vacation and Sick Leave
- Employee Assistance Program
- Professional Development Days
- Personal Holidays
- Tuition Assistance/Reimbursement
- Dependent Scholarship Program
- Leadership Training
- Mentoring Program
- Transit Pass Program
- AND MORE
Do you need help with the state application process? Please view this short tutorial video:
https://scif.wistia.com/medias/8g6eazzxjk
SALARY: $7,417 - $9,283 per month depending on experience
LOCATION: San Francisco, Pleasanton, Sacramento OR Santa Ana, California
CLASSIFICATION: RESEARCH DATA SPECIALIST II
FINAL FILING DATE: 03/09/2025