Financial Analyst

Description About Us DOXA is an award-winning specialty insurance platform that acquires and develops niche-market insurance program administrators, underwriting companies, and distribution partners including MGAs, MGUs, brokers, and direct-to-consumer operators. We provide centralized sales, marketing, underwriting, and operational support that helps our companies unlock their full growth potential. With hundreds of specialty insurance programs and partnerships and more than 20,000 agent and broker relationships nationwide, DOXA continues to experience significant growth. We are looking for motivated professionals who want to develop their careers while contributing to a fast-paced, entrepreneurial environment. Position Summary The Financial Planning & Analysis (FP&A) Analyst will support the Finance team in delivering financial reporting, forecasting, budgeting, and business analysis across multiple business units. This role is an excellent opportunity for an early-career finance professional to gain exposure to executive reporting, business performance analysis, and strategic decision-making within a rapidly growing organization. The FP&A Analyst will work closely with finance leadership and business partners to help maintain financial models, prepare reporting packages, analyze business performance, and identify trends that support operational and financial decisions. The ideal candidate is analytical, detail-oriented, intellectually curious, and eager to learn. Key Responsibilities Assist with monthly financial reporting, including P&L reporting, operational metrics, and performance dashboardsPrepare and analyze variance reports comparing actual results to budget, forecast, and prior-period performanceSupport quarterly forecasting and annual budgeting processesMaintain and update financial models used for forecasting and business planningAssist in the preparation of executive reporting packages and management presentationsAnalyze financial and operational data to identify trends, opportunities, and areas of concernSupport KPI reporting and help ensure consistency and accuracy across reporting processesPartner with accounting and business teams to gather information and validate financial resultsAssist with sales incentive reporting and compensation analysisSupport ad hoc reporting requests and special projects for finance leadershipParticipate in process improvement and reporting automation initiativesContribute to data validation and reporting enhancement efforts as the organization continues to scale Requirements Qualifications Education Bachelor's degree in Finance, Accounting, Economics, Business, or a related field Experience 0-3 years of experience in FP&A, corporate finance, accounting, financial reporting, investment banking, consulting, or related analytical rolesInternship experience in finance, accounting, banking, or analytics is a plus Skills Strong proficiency in Microsoft ExcelExperience with PowerPoint and financial presentationsStrong analytical and problem-solving skillsAbility to work with large datasets and summarize findings clearlyStrong attention to detail and organizational skillsEffective written and verbal communication skillsAbility to prioritize multiple projects in a fast-paced environmentEagerness to learn new systems, tools, and business conceptsExperience with financial reporting tools, Power BI, or ERP systems is a plus What Success Looks Like Produces accurate and timely financial reporting and analysisDevelops a strong understanding of DOXA's business model and performance driversBuilds effective working relationships across finance and operating teamsIdentifies opportunities to improve reporting efficiency and data qualityDemonstrates growth in financial modeling, forecasting, and business partnership skills Working Location: This position will be hybrid, requiring three days a week on-site at our Fort Wayne, IN location. Benefits DOXA Insurance Holdings offers employees a dynamic and collaborative work environment with opportunities for growth and the ability to build key networking partners in the insurance industry. Our compensation package includes vacation and sick compensation, health, dental, vision, life, and long-term and short-term disability insurance, and a matching 401(k) plan.