FP&A Manager | Insurance

Global Accounting Network provided pay range

This range is provided by Global Accounting Network. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

• Annual Bonus

This role is responsible for leading core financial planning and analytical activities within a specialty insurance organization. Reporting directly to the senior finance leader, the Manager of Financial Planning & Analysis serves as a strategic partner to leadership by delivering forward‑looking insights through modeling, forecasting, and performance analysis. The position has primary ownership of ongoing financial analysis, management reporting, and planning processes that support business decision‑making.

• Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.
• Lead the development and maintenance of annual operating plans, rolling forecasts, and long‑range financial models.
• Track financial performance against plan and forecast, identifying drivers of variance and emerging trends.
• Own the monthly forecasting cycle, including sensitivity and scenario analysis to assess business outcomes.
• Design and maintain financial models to evaluate strategic initiatives, leveraging advanced spreadsheet techniques and data extracted from financial and reporting systems, with a focus on increasing efficiency and automation.
• Partner in the implementation and ongoing use of business intelligence tools and dashboard reporting.
• Interpret complex financial data and translate findings into clear insights for executive and operational stakeholders.
• Produce recurring management reports and presentations for internal leadership and external parties as needed.
• Support data preparation and reporting requirements related to external partners, including rating organizations and risk transfer counterparts.
• Collaborate with accounting and tax functions during period‑end close activities to ensure alignment between actual results and forecasts.
• Contribute to special analyses and cross‑functional projects as business needs arise.

• Bachelor’s degree in Finance, Accounting, or a related business discipline.
• 2–5 years of experience in financial planning and analysis, with exposure to insurance or financial services environments strongly preferred.
• Advanced proficiency in Excel‑based financial modeling; experience working with ERP platforms and business intelligence or reporting tools.
• Strong analytical foundation with a solid understanding of financial statements, budgeting, and forecasting methodologies.
• Demonstrated ability to communicate complex financial concepts clearly through written, verbal, and presentation formats.
• Highly collaborative approach with the ability to partner effectively across functions.
• Proven problem‑solving skills with sound judgment and attention to detail.
• Exceptional organizational and time management capabilities, with the ability to manage multiple priorities simultaneously.

Mid‑Senior level

Full‑time

Finance, Accounting/Auditing, and Management

Insurance, Insurance Carriers, and Insurance Agencies and Brokerages