Senior Manager Financial Planning Analysis

Overview

Pay Range: $145,000 - $165,000 / year

This role leads planning, reporting, and alignment of financial goals for the US Non-Standard Insurance Retail business. You will work closely with the Senior Director of FP&A to guide the annual budget and quarterly forecasting processes, deliver monthly financial reporting, and provide insights and analytics on business performance. You will serve as a key financial business partner to leaders across the organization.

Responsibilities

• Lead the development process for full P&L and other non-P&L financial forecasts and budgets based on trends, business decisions, sales input, and collaboration with cross-functional business partners.
• Partner with key business leaders to build and improve business analytics and connect key metrics to financial performance.
• Act as the primary FP&A liaison for assigned areas of responsibility.
• Prepare monthly financial reporting for management.
• Create ad-hoc analyses to support business strategy, improve efficiency, and maximize ROI.
• Continuously improve processes, including streamlining budget and forecast cycles.
• Work closely with Accounting during month-end to summarize performance and determine how results impact future forecasts.

Requirements

• Bachelor’s degree in Finance or Accounting.
• Minimum 5 years of experience in a Financial Analytics role.
• Exceptional critical thinking and problem-solving skills.
• Full P&L budgeting and forecasting experience required.
• Advanced Excel skills, including experience performing in-depth business analytics and building financial models.
• Strong understanding of the P&L, with the ability to connect business/client decisions to P&L impacts.
• Knowledge of a visualization tool such as Tableau.
• Ability to track and prioritize multiple simultaneous tasks.

Compensation & Benefits

• Comprehensive benefits package including medical, dental, vision, and life insurance
• Performance-based bonuses
• Paid time off
• Flexible work options, including remote and hybrid opportunities, if eligible
• 401(k) retirement plan with company-matched contributions
• Education Advancement support for employees and qualified dependents via the Enablement Scholarship Fund
• Fitness reimbursement up to $15/month for gym memberships
• Inclusive workplace with a commitment to Diversity, Equity, and Inclusion
• Employee Assistance Program (confidential support) at no cost
• Optional plans for disability, hospital indemnity, health advocate program, universal life, critical illness, accident insurance, and pet insurance

Location

Flexible work options, including remote and hybrid opportunities, if eligible.