Senior Analyst, FP&A

Overview

The Senior Financial Analyst, FP&A role is a key position for a finance professional focused on enhancing business performance through insightful analysis, strong collaboration, and advanced reporting capabilities. This position supports financial planning, forecasting, reporting, and analysis for a U.S. Specialty Insurance business, delivering actionable insights and promoting data-driven decision making.

Responsibilities

• Develop financial models, analyze performance trends, summarize key assumptions, and translate results into clear insights to support informed decision-making by business leaders.
• Collaborate with underwriting and business leaders on timely analyses aligned with strategic priorities, including financial modeling of new business opportunities.
• Build, maintain, and improve reports, dashboards, and analyses using planning tools, financial reporting systems, Power BI, and other business intelligence platforms to enhance self-service analytics and reporting efficiency.
• Prepare analysis and presentation materials for quarterly business reviews with divisional leaders and executive management.
• Prepare, review, and distribute quarterly profit and loss statements, including variance explanations, key business drivers, and opportunities to improve financial visibility.
• Foster a culture of personal responsibility, accountability, and open communication.
• Ensure fair and ethical policies and practices in all relationships and operations.

Requirements

• Experience managing multiple priorities with competing deadlines and the ability to adapt approaches as needed.
• Excellent verbal and written communication skills.
• Strong organizational skills with a proactive approach to identifying issues, improving processes, and driving work forward.
• Analytical curiosity and ownership mindset, capable of asking thoughtful questions, connecting financial results to business drivers, and following through on commitments.
• Ability to manage deadlines during key planning, forecasting, reporting, and business review cycles.
• Sound judgment and comfort working through complex issues, balancing detail orientation with practical business priorities.
• Initiative, adaptability, service motivation, respect for diversity, and acceptance of personal responsibility.
• Ability to meet deadlines and work effectively under pressure in a fast-paced environment.
• Demonstrated effectiveness working independently in a hybrid or remote environment.
• Working knowledge of Power BI or other business intelligence tools, with interest in applying AI-enabled tools to modernize FP&A reporting, improve analysis, and reduce manual processes.

Preferred Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field from an accredited institution.
• 2–4 years of experience in accounting, financial planning, forecasting, reporting, and analysis.
• Prior experience in the insurance industry is a plus but not required.
• Experience with Power BI or other business intelligence tools preferred; familiarity with AI-enabled tools for reporting, analysis, automation, or process improvement is advantageous.

Compensation & Benefits

• Base salary range: $80,000 - $100,000, determined by experience, skills, training, location, certifications, education, and applicable minimum wage requirements.
• Eligibility for performance-based incentives.
• Comprehensive total rewards package including health and welfare benefits, tuition and professional certification assistance, 401(k) savings plan, elective participation in an Employee Stock Purchase Program, paid time off, paid holidays, child bonding leave, and other employee assistance programs.

Location

This role supports the U.S. Specialty Insurance business and may involve hybrid or remote work arrangements.