Manager, FP&A

Overview

At Orion
180, we don’t just stand out for what we do; we shine because of how we do it. Our mission is to deliver an exceptional insurance experience through innovative technology, unparalleled customer service, and a comprehensive suite of products. Our vision is to be the premier global provider of insurance solutions and redefine the insurance industry. Orion
180 is proud to call two vibrant cities home. Our headquarters on Florida’s Space Coast in Melbourne offers an exceptional quality of life, with affordable housing, excellent transportation, and close proximity to major cities like Orlando, Tampa, and Miami. Our Irving, Texas, location places us in a dynamic center of culture, business, and entertainment, keeping us deeply connected to innovation and growth.

About The Role Are you a strategic finance professional with a passion for analysis, forecasting, and data-driven decision-making? Orion
180 is seeking a Manager or Senior Manager of Financial Planning & Analysis (FP&A) to join our growing Finance Department. This leader will play a key role in driving financial performance, budgeting, forecasting, and delivering analytical insights that support our company’s strategic initiatives. This is a hands-on leadership role within a small, collaborative, and fast-paced team.

• Lead Financial Planning & Forecasting:
  Oversee and enhance annual budgeting and monthly forecasting processes, partnering closely with business intelligence and cross-functional teams.
• Develop Financial Models:
  Build and maintain detailed revenue, expense, and forecasting models using Vena and other financial tools.
• Reporting & Analysis:
  Prepare financial reports, including variance analyses, KPIs, and dashboards through Power BI within the Vena reporting platform.
• Strategic Insight:
  Analyze financial performance to provide actionable insights and data-driven recommendations for leadership decision-making.
• Cross-Functional Collaboration:
  
  Work with departments across the organization to ensure financial goals align with operational objectives.
• Support Business Growth:
  Contribute to major business initiatives such as geographic expansion, product diversification, and capital-raising activities.
• Continuous Improvement:
  Identify opportunities to streamline financial systems and processes to improve accuracy and efficiency.

• EDUCATION:
  
  Bachelor’s degree in Finance, Accounting, Economics, or a related field required. MBA, CPA, CPCU, or CFA preferred.
• EXPERIENCE:
  
  4+ years of FP&A experience, including 2+ years in a leadership capacity. Experience in the insurance industry or other financial services with recurring revenue models is preferred.
• Technical Proficiency:
  Advanced Excel and financial modeling skills. Strong knowledge of Power BI, Vena, or similar financial planning platforms. Understanding of US GAAP and STAT Reporting Standards. Experience with Net Suite Financials is a plus.
• Traits &
  
  Competencies:
  
  Highly analytical and detail-oriented with exceptional problem-solving skills; strong communication and presentation abilities for executive-level discussions; integrity, independence, and the confidence to make informed decisions in a fast-moving environment; a proactive, “builder” mindset with a passion for improvement and innovation.

• Join Our Team & Make an Impact:
  Dynamic environment with an on-site role, fast-paced and collaborative team culture where contributions matter.
• Compensation:
  Competitive base pay and performance bonuses.
• Career Growth:
  Mentorship, growth tracks, and professional development.
• Benefits:
  Medical, dental, vision, 401k, paid holidays, PTO, and more.

While performing general duties for this position, the employee is regularly required to sit, stand, and/or walk, including stairs. Other demands include the ability to communicate effectively, read, and lift light objects (