Manager, Financial Planning and Analysis

Overview

This role is responsible for financial planning and analysis (FP&A) across assigned business units, including projections, forecasts, and budgets. The FP&A Manager reviews and improves existing financial modeling to increase the predictive accuracy of monthly forecasts, owns month-end closing tasks to support understanding of financial dynamics, and provides line-of-business financial reporting and ad hoc analysis.

Responsibilities

• Serve as a financial advisor to assigned departments by providing fiscal and organizational guidance on projected programs, objectives, and budgetary impacts in accordance with established procedures.
• Lead the development, analysis, and evaluation of departmental budgets, including preparing budget documents, reports, recommendations, supporting documentation, and impact analyses.
• Own and maintain rolling forecasts, new business, and retention calculations with clear KPI definitions, consistent methodology, and transparent variance and performance-driver explanations.
• Communicate expected and actual financial results to stakeholders, including underlying assumptions, activities, and variances.
• Identify, analyze, and recommend solutions to financial issues affecting business objectives, including providing technical assistance on budget matters for current and proposed programs.
• Own and enhance the capital plan forecasting process, including acquisition and earn-out modeling, to determine equity and debt requirements and deliver scenario-based funding recommendations.
• Prepare financial materials for Board of Directors and lender presentations and support audit processes through accurate documentation and timely responses.
• Complete special projects, ad hoc analyses, and requests for financial information from business unit leaders.
• Collaborate with accounting, finance, and compensation teams to ensure accurate application of recognition standards, alignment with compensation agreements, and consistency in budgeting and reporting.
• Participate in and support finance-led process improvement initiatives.
• May lead, mentor, and develop a team, fostering a culture of accountability and excellence.
• Perform other projects, duties, and tasks as assigned.

Requirements

• Four-year degree in Accounting, Finance, Economics, Business, Statistics or other related field.
• Minimum 6 years of progression experience in financial analysis, business administration, general accounting, economic analysis, or a related discipline, with a strong accounting foundation.
• Advanced proficiency in Excel and PowerPoint; solid working knowledge of Word.
• Strong ability to work with financial systems and software, including adapting to new or alternative industry tools.
• Demonstrated expertise in bottom-up budgeting, forecasting, and complex financial modeling, including customer, product, and line-of-business profitability analysis.
• Proven ability to perform in-depth revenue analysis, incorporating market conditions, new and lost business, producer incentives, and compensation structures.
• Strong analytical, mathematical, and critical-thinking skills, with the ability to independently analyze financial results, prepare detailed schedules, and deliver comprehensive financial analyses and ad hoc projects.
• Ability to prepare, present, and clearly communicate complex financial information, both written and verbal, to senior leadership and diverse stakeholders.
• Highly detail-oriented with strong control awareness and a commitment to accuracy, timeliness, and confidentiality.
• Effective at prioritizing multiple projects and deadlines in a fast-paced, matrixed environment.
• Excellent interpersonal, relationship-management, problem-solving, and time-management skills; able to work cross-functionally at all levels as both a self-starter and collaborative team member.

Preferred Qualifications

• CPA.
• Previous experience within an insurance brokerage, professional services, or financial services.
• Experience with Workday and Adaptive Planning.
• Demonstrated experience effectively leading teams.

Compensation & Benefits

• Wage range: $109,000.00 - $175,000.00
• Competitive pay.
• Robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays, and more.
• Career advancement and development opportunities.
• Discretionary annual incentive program may be available, subject to program rules.

Location

Not specified.

Equal Employment Opportunity

The employer provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.