Job summary:

The FP&A Manager leads the financial planning and analysis function, providing strategic insights that drive business performance. This role is responsible for overseeing budgeting, forecasting, and financial reporting processes, while partnering with senior leadership to guide decision-making. The FP&A Manager translates complex financial data into actionable recommendations, supports long-term planning, and ensures alignment between financial goals and operational execution. As a key business advisor, they also manage financial models, evaluate performance metrics, and contribute to the development of financial strategies.

Let’s talk job responsibilities:

• Provide strategic financial support to senior management and business unit leaders, including preparing presentations and handling special projects.
• Collaborate with the FP&A Director to drive core financial processes, including forecasting, budgeting, long-range planning, and consolidated financial reporting.
• Own the implementation, milestones, and data consolidation for financial planning processes.
• Produce KPI reports, analyze trends, and identify root causes impacting key performance indicators.
• Maintain and continuously improve FP&A reporting and modeling tools, with a focus on OneStream.
• Support executive reporting and lead period-end discussions with business leaders to inform decision-making.
• Work cross-functionally with Accounting (variance analysis), Sales Ops (revenue modeling), People & Culture (headcount metrics), and department leaders (budget and forecast updates).
• Develop business cases, perform scenario analyses, and build financial models; drive process improvement, automation, and risk/opportunity identification by comparing actual results to forecasts and budgets.
• Perform ad-hoc business analysis for leadership team to further inform business decisions.

Your experience and skills:

• Bachelor’s degree in Business, Accounting, Finance or Economics.
• 7+ years of experience in FP&A, or similar field.
• Advanced proficiency in BI tools (Power BI, Tableau), MS Excel, and strong knowledge of accounting, finance, and ERP systems; familiarity with OneStream, NetSuite, and SQL is a plus.
• Demonstrated leadership skills, including coaching, developing, and mentoring high-performing financial teams, with exceptional emotional intelligence and interpersonal abilities.
• Excellent analytical and financial modeling skills, with a keen attention to detail and high standards of accuracy and precision.
• Highly motivated, results-oriented problem solver with a strong drive to understand complex business environments, especially within the insurance industry.
• Outstanding collaboration and communication skills, with the ability to work cross-functionally, present effectively, and maintain a strong customer and business focus.