FP&A Associate II

Key Responsibilities

• Analyze financial results and explain key drivers, trends, and risks to support business decision-making
• Support annual budgeting, quarterly forecasting, and long-range planning processes in partnership with finance and business leadership
• Prepare financial reporting and materials for leadership presentations, board reporting, and executive communications
• Perform unit cost, product, pricing, expense, and profitability analysis
• Possess cross-functional collaboration with accounting, underwriting, operations, and business teams to support ongoing initiatives
• Contribute to financial reporting accuracy through analysis, reconciliation support, and understanding of underlying accounting activity
• Support strategic growth initiatives and provide ad hoc financial analysis as needed

Core Competencies (Skills, Knowledge and Abilities)

• Strong understanding of accounting principles, financial statements, and expense management concepts
• Knowledge of budgeting, forecasting, and variance analysis
• Advanced analytical and critical thinking skills with the ability to interpret complex financial data
• Proficiency in Microsoft Excel, including advanced formulas, pivot tables, and data analysis
• Strong communication skills with the ability to translate financial results for non-financial stakeholders
• Ability to collaborate effectively across accounting, finance, and business teams
• Strong problem-solving skills with a continuous improvement mindset
• Able to manage multiple priorities and meet deadlines in a fast-paced environment

Minimum Requirements

• Bachelor’s degree in Accounting, Finance, or a related field
• 2+ years of experience in accounting, FP&A, financial analysis, or a related finance role
• Advanced Excel proficiency
• Strong analytical, organizational, and problem-solving skills with close attention to detail

Preferred Qualifications

• Experience in financial planning and analysis, forecasting, or budgeting
• Experience in insurance or financial services industry
• Public accounting or audit background
• Experience with financial modeling and data analysis tools
• Demonstrated curiosity, initiative, and desire to grow within a new or evolving business line