FP&A Manager

About the role

The FP&A Manager is an individual contributor on a small, high-ownership finance team at a scaling insurance technology company. This role is the functional expert in financial planning and analysis, data and analytics activities to support strategic decision making. This role will be expected to deliver accurate forecasts, budgets, and performance insights, supporting leadership and influencing the business.

This role will report to the Chief Financial Reporting, with a secondary reporting relationship to the Corporate Controller. You’ll bring deep FP&A expertise and experience in the uniquely complex world of insurance FP&A, applying it in an environment where the processes, systems and controls are still being shaped.

Responsibilities

• Lead the annual budgeting process, quarterly forecasts, and multi-year financial planning, partnering with business leaders across the organization
• Develop, maintain, and enhance financial models to support forecasting, performance tracking, and scenario analysis across cost centers and business segments
• Analyze revenue trends, margins, partner performance, and operational efficiency to provide actionable insights that inform business decisions
• Track and evaluate key performance metrics, including gross written premium (GWP), net revenue, commission income, and customer acquisition costs
• Evaluate the financial impact of new distribution agreements, fee structures, and carrier relationships on overall profitability and P&L performance
• Support strategic initiatives through financial modeling and analysis, including pricing strategies, partner negotiations, M&A, and capital allocation
• Establish, document, and continuously improve processes, procedures, and internal controls
• Partner with systems, operations, and data teams to improve data quality, streamline reporting processes, and enhance automation capabilities
• Identify opportunities to improve reporting efficiency, scalability, and accuracy through process and system enhancements
• Leverage AI and advanced tools to streamline financial planning and reporting, enabling a stronger focus on insightful analysis and strategic decision-making
• Cross-functional Collaboration & Reporting
• Deliver monthly and quarterly management reporting, including dashboards, KPIs, and variance analyses across business units and partner channels
• Prepare and contribute to board-level reporting and investor updates, supporting strategic growth narratives with robust financial data
• Provide clear, data-driven insights to leadership on financial performance, risks, and opportunities
• Collaborate effectively with cross-functional teams to ensure alignment between financial planning, operational execution, and strategic objectives
• Build strong partnerships with business leaders to better understand drivers of financial performance and support decision-making
• Participate in special projects and ad hoc analyses as needed to support business priorities
• Occasional travel for team collaboration, engagement activities, and company events
• Perform other duties as assigned

Minimum Skills & Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 6+ years of FP&A experience, corporate finance, or strategic finance
• Strong understanding of financial close processes, reconciliations, and internal controls
• Experience with accounting systems and financial technology
• Proven ability to manage multiple priorities in a fast-paced, high-growth environment
• Strong operational, analytical, and problem-solving skills, with the ability to translate data into actionable insights
• High attention to detail and commitment to accuracy and deadlines
• Demonstrated effective communicator and cross-functional collaboration skills
• Demonstrated ability to influence outcomes and drive process improvements without direct authority
• Openness to adopting innovative technologies, including AI, to drive efficiency and accuracy in building a best-in-class FP&A foundation for Players Health
• Demonstrated ability to identify operational gaps and build toward more scalable solutions – a true builder, wanting to do more than maintain existing processes
• High integrity and sound professional judgment when handling sensitive and confidential matters

Desired Qualifications & Characteristics

• Insurance & MGA Experience: 8+ years of experience in FP&A, corporate finance, or strategic finance, ideally in insurance, financial services, or a distribution-heavy business
• Builder & Scaling Mindset: Experience building or scaling processes in a growing or high-change organization
• Comfort operating in ambiguity: Able to assess what exists, identify what’s missing, and create structure where there isn’t any
• Experience collaborating across departments (underwriting, operations, technology, leadership) to solve problems that don’t fit neatly in one function
• Experience using AI and other innovative technologies to build process, tooling, and efficiencies in the finance function
• Technical & Credentials: Experience with NetSuite or similar ERP systems, familiarity with Insurtech platforms, CRMs or MGA-specific systems