Financial Planning & Analysis Manager

Role Overview

The Financial Planning & Analysis (FP&A) Manager oversees budgeting, forecasting, and financial performance, providing analysis and insights that give leadership visibility into results, trends, and risks, helping them understand premium, loss, and expense drivers, evaluate profitability, and make informed strategic decisions.

Responsibilities

• Demonstrates the Company’s mission, while successfully performing its core values related to integrity, service, excellence, stability, strength, respect, and teamwork.
• Prepare monthly financial reporting packages for leadership, including analysis of premium trends, loss ratios, expense ratios and overall profitability.
• Support period-end close activities with variance analysis and explanations of key movements.
• Collaborate with underwriting, claims, actuarial, and operations teams to understand trends in financial performance.
• Serve as a strategic partner to Company leaders by interpreting financial results, identifying operational and cost-management improvements, and providing financial support for new initiatives.
• Foster consistency and clarity in reporting across the Company.
• Manage the financial planning process, partnering with underwriting, claims, actuarial, and operations teams to gather assumptions and validate forecast inputs.
• Monitor performance against plan and provide timely updates on variances.
• Enhance FP&A processes, tools, and reporting capabilities to improve efficiency, accuracy and insight.
• Support the development and maintenance of financial systems, dashboards, and data sources.
• Ensure high standards of quality, accuracy, and timeliness in all FP&A deliverables.
• Supervise and mentor team members, providing guidance, feedback, and fostering a culture of accountability, development, and continuous improvement.
• Establish clear goals, performance metrics, and development plans for team members.

Qualifications

• Bachelor’s degree in finance, Accounting, Economics, or related field.
• 5+ years of progressive experience in FP&A, financial analysis or related roles.
• Strong financial modeling and analytical skills.
• Proficiency in financial systems and tools (e.g., Workday, Excel, Power BI, planning systems).
• Excellent communication skills with the ability to translate complex financial concepts into clear, understandable insights for financial and non-financial stakeholders.
• Ability to build strong relationships across the company and inform decision-making.
• Strategic thinker with a proactive, solutions-focused mindset, able to prioritize the key performance indicators that matter most.
• High attention to detail, strong organizational skills, and the ability to manage multiple priorities.
• Ability to handle confidential information in an appropriate and professional manner.