Sr. FP&A Analyst

Overview

An award-winning specialty insurance platform is seeking a Senior Financial Planning & Analysis (FP&A) Analyst to lead monthly financial reporting, forecasting, and analysis across multiple business units. This role provides actionable financial and operational insights to finance leadership and business partners, supporting strategic and operational decision-making.

Responsibilities

• Lead monthly financial reporting and analysis, including P&L performance, operational metrics, and production reporting
• Partner with business leaders to analyze trends, identify risks and opportunities, and provide actionable financial insights
• Perform variance analysis against forecast, budget, and prior periods to identify key business drivers
• Support and coordinate quarterly forecasting and annual budgeting processes
• Develop and maintain financial models for forecasting, scenario planning, and strategic initiatives
• Oversee company-wide sales incentive reporting and compensation analytics, ensuring accuracy and transparency
• Prepare executive-level reporting packages, dashboards, and presentations for senior leadership
• Define, monitor, and refine KPIs to drive business performance and accountability across business units
• Lead FP&A process improvements, reporting automation, and financial systems enhancements to improve scalability and decision support
• Collaborate cross-functionally with operations, sales, accounting, and leadership teams; serve as a trusted finance advisor and mentor junior analysts
• Assist with data validation, reporting integrity, and development of financial KPIs related to a company-wide data lake implementation

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 4–7+ years of experience in FP&A, corporate finance, investment banking, consulting, or related analytical roles
• Advanced Microsoft Excel skills, including complex modeling, scenario analysis, pivot tables, and data manipulation
• Strong financial modeling and forecasting experience
• Experience with ERP systems and financial reporting tools preferred
• Exceptional analytical, organizational, and problem-solving abilities
• Strong communication skills with ability to present financial concepts to finance and non-finance audiences
• Ability to manage multiple priorities and work independently in a deadline-driven environment
• Knowledge of the insurance industry preferred

Compensation & Benefits

• Opportunity to play a visible, strategic role within a growing organization
• Collaborative and high-performing team environment
• Exposure to executive leadership and enterprise-wide initiatives
• Culture that values innovation, continuous improvement, and professional growth
• Meaningful opportunity to influence business performance and decision-making

Location

Not specified