Role Summary

We are seeking a highly analytical and detail-oriented Manager to support FP&A, financial analysis, and executive-level reporting within a P&C insurance environment.

This is a high-impact role requiring strong ownership, technical capability, and the ability to deliver polished, executive-ready outputs. The role will partner closely with senior finance leadership and play a key role in financial storytelling, planning, and data-driven decision support.

In addition, this role will be actively involved in driving process improvements, automation, and the adoption of data and AI-driven solutions across the FP&A function.

• Analyze financial results across business units, including variance analysis (actual vs. budget, prior periods, and key drivers)
• Support budgeting and forecasting processes, including involvement in Oracle-based planning implementation and interaction with system-driven data and processes
• Develop, maintain, and enhance datasets, reports, and dashboards using Excel, Power Query, and Power BI
• Work with large, structured financial datasets, ensuring data integrity and consistency across reporting outputs
• Prepare high-quality, executive-level PowerPoint presentations with a strong focus on clarity, structure, and accuracy
• Translate complex financial results into clear, concise narratives and actionable insights
• Identify opportunities for process improvement and drive automation of recurring financial reporting and analysis workflows
• Identify and support practical applications of automation and AI to improve reporting, analysis, and workflow efficiency
• Ensure data accuracy, consistency, and proper documentation across financial reporting outputs
• Partner cross-functionally with Accounting, FP&A, Systems, and business stakeholders to support reporting, planning, and analysis
• Support senior leadership requests, including ad hoc analysis and special projects

• Strong understanding of P&C insurance accounting and key metrics (e.g., loss ratio, expense ratio, DAC, combined ratio, reinsurance, etc.)
• Experience in FP&A, Financial Reporting, or Insurance Analytics within a public company or similar environment
• Strong analytical mindset with exceptional attention to detail
• Advanced Excel skills; proficiency with Power Query and/or Power BI preferred
• Experience working with financial systems (e.g., Oracle, SAP, Hyperion/FCCS) or similar enterprise tools
• Demonstrated experience improving processes, automating workflows, or enhancing reporting efficiency
• Exposure to data analytics tools or AI-driven solutions in a finance context preferred
• Proven ability to develop high-quality, executive-ready presentations (PowerPoint)
• Experience in Big 4 or similar environment is a plus, particularly with reconciliation and documentation best practices
• Exposure to financial supplements, MD&A, or executive-level reporting strongly preferred
• Exposure to rating agency materials (AM Best, S&P, Moody’s) is a plus

Key Competencies

• Extreme attention to detail and commitment to accuracy
• Ability to operate independently and take full ownership of deliverables
• Balance detailed, hands-on analytical work with the ability to step back and communicate key messages to senior stakeholders and non-technical audiences
• Quick learner with strong intellectual curiosity and adaptability
• Strong organizational, documentation, and problem-solving skills
• Ability to manage multiple priorities in a fast-paced environment
• Continuous improvement mindset with a focus on efficiency, automation, and innovation