Workplace Partner – Financial Analyst

New York, NY, Philadelphia, PA, Stamford, CT or Hartford, CT/USA

The Workplace Partner – Finance Analyst delivers timely facility-related financial analytics and reporting that drive significant business decisions and functions.

This role will partner cross-functionally with senior leadership to create robust financial and sustainability reporting and perform predictive and prescriptive analysis that plays a key role in the company's ability to achieve our key performance indicators.

DISCOVER your opportunity

Key responsibilities of this role are:

• Financials, budget, and expense management
  • A strong understanding of financial and budget management practices. Proactively manage review business spend reporting of the Workplace, Americas Business Unit Workplace budget (about $40m annually)
  • Partner with global Workplace Team and with the Finance department to report on actuals and prepare project, quarterly and annual budgets. Work across finance organizations to ensure data is up to date and accurate. Accountable for identifying and proposing solutions to challenges that impact financial success for the Workplace, Americas Business Unit.
  • Create monthly reporting of budget vs actuals against prior quarterly and annual spend, proactively identify any unforeseen cash flow variations, and propose actionable solutions to execute on budget.
  • Draw on previous experience/external market knowledge to proactively identify and mitigate potential financial reporting indiscrepancy and improve overall budget/financial cycle process.
• Workplace data stewardship, reporting, and comprehension
  • Partner with Regional Workplace Partners to collect data that supports AXA XL’s climate initiatives which includes collecting consumption data from individual landlords and centralizing, maintaining, and analyzing the information. Partner with the Head of Workplace, Americas, and project teams to design effective carbon footprint reduction action plans, track, and report progress, and provide comprehensive reporting on evolutions for global initiatives.
  • In partnership with Human Resource department, maintain up to date reporting on employee office assigned, office utilization, and in-office flexible arrangements. Use reporting to produce regular office occupancy and utilization updates for all offices with the Americas portfolio.
• Leases, procurement, and vendor management
  • Procurement/vendor management expertise including expertise in corporate expense systems, and business spend management platforms.
  • Provide support to team members for the business spend management platform for the Americas Region and drive adoption of the platform through weekly reports and targeted training of colleagues (e.g., tracking individual performance to help reduce the number of retroactive purchase orders)
  • Evaluate data pulled from all business spend management platforms to derive insights and propose opportunities to improve procurement, spend, and expense management of the Americas Region.
  • Regularly review all contracts across the Americas Region liaising with the Head of Workplace, Americas, and Global Procurement to report on vendor performance via a vendor scoring process and documentation
  • Proactively anticipate and manage lease renewals for offices across the Americas Region. Understand operational business spend and compare overall impact to business needs to propose adjustments and options that maximize business expectations while minimizing budget impact.

SHARE your talent

We’re looking for someone who has these abilities and skills:

• Bachelor’s Degree with a focus in finance or experienced background in finance project management is required.
• Intermediate financial comprehension and reporting experience

• Proficiency in data collection and interpretation, and real estate or facility-related financial concepts including amortization, capital investments, purchase order and invoice reconciliation and forecasting accruals and expense management.
• Intermediate expertise in Microsoft Excel functions and/or Power BI capabilities.
• Excellent communication and presentation skills and creating effective presentations and executive summaries that provide clarity around complex concepts. Ability to communicate/present to stakeholders/customers at all levels.
• A “customer first” mentality is essential for all aspects of this position.

You will report to the Head of Workplace, Americas.

FIND your future

AXA XL, the P&C and specialty risk division of AXA, is known for solving complex risks. For mid-sized companies, multinationals and even some inspirational individuals we don’t just provide re/insurance, we reinvent it.

How? By combining a strong and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business property, casualty, professional, financial lines and specialty.

With an innovative and flexible approach to risk solutions, we partner with those who move the world forward.

Learn more at axaxl.com

Inclusion & Diversity

At AXA XL, we know that an inclusive culture and a diverse workforce enable business growth and are critical to our success. That’s why we have made a strategic commitment to attract, develop, advance and retain the most diverse workforce possible, while creating an inclusive culture where everyone can bring their full selves to work and can reach their highest potential. It’s about helping one another — and our business — to move forward and succeed.

• Five Business Resource Groups focused on gender, LGBTQ+, race/ethnicity, disability and inclusion with 20 Chapters around the globe
• Robust support for Flexible Working Arrangements
• Enhanced family friendly leave benefits
• Named to the Diversity Best Practices Index
• Signatory to the UK Women in Finance Charter

Learn more at axaxl.com/about-us/inclusion-and-diversity.

AXA XL is committed to equal employment opportunity and will consider applicants regardless of gender, gender identity, sexual orientation, age, race, ethnicity and origins, marital status, religion, disability or veteran status, or any other protected characteristic.

Corporate Responsibility

At AXA XL our approach to corporate responsibility (CR) is the same as our approach to business; constantly seeking to provide innovative solutions to the world’s most complex problems. From offering our expertise, products and services to help build more resilient communities, to advancing understanding and response to climate change, our strategy – Our Impact. Our Future. – aligns key issues that are pertinent to our business – climate, water and financial resilience - and contributes to AXA Group’s purpose to “Act for human progress by protecting what matters.”.

• Climate: We’re reducing our carbon footprint, protecting ecosystems and exploring how our business can help build a better world.
• Water: We’re developing water resilience where it is — and will be — needed most.
• Financial resilience: We’re helping create opportunities for the unemployed and underemployed, so they can be better prepared for unexpected changes.
• Hearts in Action: We have established volunteering and charitable giving programs to help colleagues support causes that matter most to them, known as our “Hearts in Action” programs.

For more information, please see the Corporate Responsibility section on our website.

Sustainability

At AXA XL, Sustainability is integral to our business strategy. In an ever-changing world, AXA XL protects what matters most for our clients and communities. We know that sustainability is at the root of a more resilient future. Our 2023-26 Sustainability strategy, called “Roots of resilience”, focuses on protecting natural ecosystems, addressing climate change, and embedding sustainable practices across our operations.

Our Pillars:

• Valuing nature: How we impact nature affects how nature impacts us. Resilient ecosystems - the foundation of a sustainable planet and society – are essential to our future. We’re committed to protecting and restoring nature – from mangrove forests to the bees in our backyard – by increasing biodiversity awareness and inspiring clients and colleagues to put nature at the heart of their plans.
• Addressing climate change: The effects of a changing climate are far reaching and significant. Unpredictable weather, increasing temperatures, and rising sea levels cause both social inequalities and environmental disruption. We're building a net zero strategy, developing insurance products and services, and mobilizing to advance thought leadership and investment in societal-led solutions.
• Integrating ESG: All companies have a role to play in building a more resilient future. Incorporating ESG considerations into our internal processes and practices builds resilience from the roots of our business. We’re training our colleagues, engaging our external partners, and evolving our sustainability governance and reporting.
• AXA Hearts in Action: We have established volunteering and charitable giving programs to help colleagues support causes that matter most to them, known as AXA XL’s “Hearts in Action” programs. These include our Matching Gifts program, Volunteering Leave, and our annual volunteering day – the Global Day of Giving.

For more information, please see axaxl.com/sustainability

The pay range for this position is $ 63,000 – $ 112,000. Actual pay will be determined based upon the individual’s skills, experience and location. We strive for market alignment and internal equity with our colleagues’ pay.