Senior Financial Planning Analyst

Position Summary

The Senior Financial Planning Analyst is responsible for leading the financial oversight of strategic projects, including project budgeting, forecasting, capital planning, and investment evaluation. This role partners closely with project managers, sponsors, and cross-functional leaders to ensure financial rigor across business cases, Cost-Benefit Analyses (CBAs), and Investment Committee materials. In addition to advanced financial modeling and forecasting responsibilities, the Senior Analyst plays a critical role in reporting and evaluating project performance, maintaining project financial frameworks, and ensuring readiness of financial materials for executive review.

• Lead the financial planning and analysis for strategic projects, including development of project budgets, forecasts, and funding plans.
• Review and validate Cost-Benefit Analyses (CBAs) prepared by project teams to ensure accuracy, completeness, and alignment with financial standards.
• Ensure project business cases and CBAs are Investment Committee–ready, including financial modeling, risk assessment, scenario analysis, and strategic justification.
• Conduct variance analysis of project financial performance against budget, forecast, and baseline assumptions.
• Track and validate savings associated with each project, ensuring alignment with financial targets and reporting requirements.
• Partner closely with project managers, cross-functional teams, and business sponsors to provide financial insights, identify risks, and support decision-making.
• Prepare executive-level presentations summarizing project portfolio financials, investment rationale, performance updates, and key risks.
• Review and enhance project financial reporting deliverables for project teams.
• Support capital allocation processes by evaluating project funding requests and prioritization recommendations.
• Lead process improvement initiatives to standardize project financial methodologies, templates, and reporting frameworks.
• Champion use of digital tools, automation, and dashboards to streamline project financial reporting and analysis.
• Conduct ad hoc analysis on emerging project opportunities, changes to scope, funding impacts, or strategic alternatives.

• Bachelor’s degree required;
  Finance, Accounting, Business Administration, Economics, or a related field preferred.
• Minimum 3–6 years of progressively responsible FP&A or project financial management experience.
• Expertise in advanced financial modeling, including complex scenario planning and driver-based forecasting.
• Strong ability to synthesize large, complex datasets into actionable insights for project leaders and senior management.
• Proficiency with financial systems and visualization tools (e.g., Adaptive Insights, Power BI, Tableau, etc.).
• Strong communication skills, with the ability to translate complex project financials into clear executive-ready narratives.

• Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Certified Financial Planner (CFP) is preferred.

Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities.

This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.

Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them—and their family members—achieve their physical, financial, and emotional well-being goals. In…