Senior Financial Planning & Analysis Analyst (Hybrid)

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 custom specialty insurance programs and partnerships and more than 20,000 agent and broker relationships nationwide, DOXA's rapid growth is reaching new heights. Our rapid evolution means we can deliver on something most companies just talk about; building a workplace where talented professionals are drawn to the impact they can make. We offer competitive benefits and compensation, but what really differentiates us is our culture empowerment and commitment to innovation in the specialty insurance space. If you're an ambitious professional looking to evolve your career, we'd love to talk. Ready to join a community of experts redefining the specialty insurance space?

Core Responsibilities

• Lead monthly financial reporting and analysis for multiple business units, including P&L performance, operational metrics, and production reporting
• Partner with business leaders to analyze trends, identify risks and opportunities, and provide actionable financial insights
• Perform variance analysis against forecast, budget, and prior periods to identify key business drivers
• Support and coordinate quarterly forecasting and annual budgeting processes
• Develop and maintain financial models to support forecasting, scenario planning, and strategic initiatives
• Oversee company-wide sales incentive reporting and compensation analytics, ensuring accuracy and transparency
• Prepare executive-level reporting packages, dashboards, and presentations for senior leadership
• Define, monitor, and refine KPIs to drive business performance and accountability across business units
• Lead FP&A process improvements, reporting automation, and financial systems enhancements to improve scalability and decision support
• Collaborate cross-functionally across operations, sales, accounting, and leadership teams while serving as a trusted finance advisor and mentoring junior analysts
• Assist with data validation, reporting integrity, and development of financial KPIs related to the implementation and enhancement of a company-wide data lake

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 4–7+ years of experience in FP&A, corporate finance, investment banking, consulting, or related analytical roles
• Advanced Microsoft Excel skills, including complex modeling, scenario analysis, pivot tables, and data manipulation
• Strong financial modeling and forecasting experience required
• Experience working with ERP systems and financial reporting tools preferred
• Exceptional analytical, organizational, and problem-solving abilities
• Strong communication skills with the ability to present financial concepts to both finance and non-finance audiences
• Ability to manage multiple priorities and work independently in a deadline-driven environment
• Knowledge of insurance industry preferred