FBS FP&A Specialist

Overview

The organization is seeking an FP&A Specialist to drive financial planning, forecasting, and business performance analysis across multiple insurance portfolios. The role partners closely with senior stakeholders, including the CFO, to deliver strategic insights, develop financial models, and support data-driven decision-making.

This is a high-impact individual contributor role with cross-functional reach into Actuarial, Product, Distribution, and Commercial areas. Responsibilities extend beyond standard planning cycles, including the creation of financial models, performance analytics, and strategic advisory.

Responsibilities

• Develop customized financial models to support planning, forecasting, product development, and distribution analytics
• Analyze sales funnels, lapse curves, persistency, pricing structures, and loss performance across diverse entities and insurance lines
• Lead forecasting and performance tracking with high technical precision and business alignment
• Validate and present key findings to senior leadership, influencing financial decision-making and business strategy
• Ensure timely and accurate delivery of management reports, dashboards, and presentations
• Interface with cross-functional teams across Finance, Actuarial, Product, and Sales to align data and insights with organizational goals
• Own control and sign-off processes for financial modeling assumptions and reporting frameworks
• Prepare and present management reports and executive decks, including CFO and governance forums
• Maintain control, validation, and sign-off processes to ensure data accuracy and reporting relevance

Requirements

• 5+ years of experience in FP&A or a comparable analytical finance role within the insurance industry, with hands-on experience in financial modeling, forecasting, performance management, and executive-level reporting
• Insurance industry experience is required
• Bachelor’s degree in Business Administration, Economics, Actuarial Science, Engineering, Finance, or related field
• Fluency in English
• Availability to work according to Pacific Standard time zone (PST)

Preferred Qualifications

• Advanced Financial Modeling
• Advanced Forecasting/Planning/Business Case Modeling

Tools / Software Skills

• AI tools to build advanced scenario modeling (Entry Level)
• Excel (Advanced)
• Insurance industry metrics (Advanced)

Compensation & Benefits

• Competitive salary and performance-based bonuses
• Comprehensive benefits package, including:
  • Private Health and Dental Insurance
  • Pension Plan
  • Meals tickets
  • Life Insurance
• Career development and training opportunities
• Flexible work arrangements (remote)

Location

Remote with availability to work according to Pacific Standard time zone (PST).