Overview
A leading insurance organization is seeking an experienced FP&A professional for a fully remote role. This position partners with senior business leaders to take ownership of planning, forecasting, and financial analysis, while supporting strategic business decisions. The role also includes leading operating expense planning and forecasting and translating financial data into actionable insights.
Responsibilities
- Create meaningful reports and insightful analysis to inform decision making (40%)
- Lead plan and forecasts for operating expenses (30%)
- Own planning systems administration, including model maintenance and enhancements (20%)
- Perform month-end responsibilities, including accruals, allocations, and miscellaneous journal entries (10%)
Works Closely With
- Executive leaders and business unit owners across the business (rotation of support areas may be expected)
- Expense operations accounting team
Requirements
- Bachelor’s degree or equivalent experience
- 3+ years of experience in FP&A, finance, business analytics, financial systems, or operations (insurance industry preferred)
Preferred Qualifications / Skills
- Excellent written and verbal communication skills:
- Tailor communication to the specific audience
- Demystify numbers to enable business decisions
- Interpret questions and answers into a digestible format
- Strong ability to build deep relationships with multiple business leaders at various levels
- Experience supporting, maintaining, enhancing, or administering financial planning, budgeting, forecasting, or reporting systems (Anaplan model builder experience preferred)
- Strong interest in developing a deep understanding of business strategy and value drivers
- Highly developed analytical and problem-solving skills with attention to detail
- Growth mindset with a desire to continuously learn and improve
- Ability to innovate to create efficiencies, redefine processes, and advance the team to the next level leveraging AI where applicable
- Proficiency with Excel and BI tools (Power BI, Tableau)
Location
Fully remote