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Northbrook, IL US
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Where good people build rewarding careers.

Think that working in the insurance field can’t be exciting, rewarding and challenging? Think again. You’ll help us reinvent protection and retirement to improve customers’ lives. We’ll help you make an impact with our training and mentoring offerings. Here, you’ll have the opportunity to expand and apply your skills in ways you never thought possible. And you’ll have fun doing it. Join a company of individuals with hopes, plans and passions, all using and developing our talents for good, at work and in life.

Job Description

The Finance and Planning team is responsible for producing timely and insightful results and projection analysis; preparing the annual strategic and operating plans and related forecasts; producing messaging on Plan results to senior leaders; and developing internal management based reporting for The Allstate Corporation’s Investments Portfolio.


The Financial and Planning Associate Manager on the Finance and Planning Team provides insight related to results, projections, and impacts of potential actions related to the investment portfolio.  They should have an understanding of economics and financial statement reporting, as well as projection methodologies, for a diverse set of investments and asset types.  In addition, they will be expected to identify opportunities for improvement across key team processes. 


Key Responsibilities:


  • Monitor team capacity and set workloads
  • Review and provide feedback on individual goals
  • Define individual priorities
  • Achieve optimal performance from direct reports
  • Solves moderately complex problems and makes decisions that impacts team



  • Provide status, risk assessments, and performance metrics to Senior Management
  • Define and communicate changing policies and procedures to ensure compliance
  • Build cross-functional partnerships with Portfolio and Asset Management teams as well as business unit representatives outside the Investment group
  • Clearly articulate point-of-view, taking into account the perspective of all related parties
  • Foster a team environment



  • Execute the planning and analysis activities (i.e. plan processes, cash forecasting, results and projection analysis, and other internal management reporting activities) for Allstate’s investment portfolio.
  • Interact with other organizational areas in development of plan assumptions and analytical processes
  • Work with team to review and analyze calculation methodologies, report generation, and presentation approaches for relevant team deliverables.
  • Prepare, analyze, and maintain messaging of Plan results for senior management
  • Perform due diligence review of vendor and calculation methodologies in relation to company’s planning software.
  • Demonstrate leadership skills and thought leadership to portfolio concepts and messaging
  • Perform special projects and analyses as requested by management.


Job Qualifications

  • 8+ years of capital markets, finance, accounting and/or reporting experience, preferably in the Investments or Financial Services industries.
  • Finance/Accounting degree required
  • CPA/CFA/MBA candidate preferred
  • Microsoft Excel, Access and SAP skills
  • Excellent organizational and time management skills, ability to meet deadlines
  • Flexible and able to adapt to changing circumstances
  • Strong problem solving and decision making skills


The candidate(s) offered this position will be required to submit to a background investigation, which includes a drug screen.

Good Work. Good Life. Good Hands®.

As a Fortune 100 company and industry leader, we provide a competitive salary – but that’s just the beginning. Our Total Rewards package also offers benefits like tuition assistance, medical and dental insurance, as well as a robust pension and 401(k). Plus, you’ll have access to a wide variety of programs to help you balance your work and personal life -- including a generous paid time off policy.

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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 see the notice regarding the San Francisco Fair Chance Ordinance.

For jobs in Los Angeles, please seethe notice regarding the Los Angeles Ordinance.

It is the policy of Allstate to employ the best qualified individuals available for all jobs without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity/gender expression, disability, and citizenship status as a veteran with a disability or veteran of the Vietnam Era.


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