Manager, Financial Planning and Analysis

Overview

The organization is seeking a Manager, Financial Planning and Analysis (FP&A) responsible for projections, forecasts, and budgets for business units. This role reviews, revises, and enhances current financial modeling spreadsheets to improve the predictive accuracy of monthly forecasts. The manager also owns month-end closing tasks to provide insight into the organization’s financial dynamics, while supporting 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; provide 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 respond to 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.
• CPA a plus.
• Previous experience within an insurance brokerage, professional services, or financial services strongly preferred.
• Experience with Workday and Adaptive Planning preferred.
• Demonstrated experience effectively leading teams.
• 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.
• Experience within an insurance brokerage, professional services, or financial services.
• Experience with Workday and Adaptive Planning.

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.

Additional Information

• The disclosed wage range estimate considers factors including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The range estimate has not been adjusted for applicable geographic differential associated with the location at which the position may be filled.
• It is not typical for an individual to be hired at or near the top of the range; compensation decisions depend on the facts and circumstances of each case.
• The organization may offer eligibility to participate in a discretionary annual incentive program, subject to the program rules and dependent on individual and organizational performance.

Equal Employment Opportunity

The organization 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.