The Senior Financial Analyst, FP&A supports the organization's financial planning, forecasting, reporting, and strategic decision-making processes. Working closely with Finance and business leaders, this role delivers financial insights, performance analysis, and reporting that support operational and strategic objectives. The successful candidate will combine strong analytical skills, financial modeling expertise, and business acumen to help drive informed decision-making across the organization. JOB DESCRIPTION: RESPONSIBILITIES: • Support the annual planning, budgeting, and forecasting processes, including development of assumptions, templates, and analysis. • Prepare monthly financial reporting packages, KPI dashboards, and variance analyses, highlighting key business drivers and trends. • Develop and maintain financial models, business cases, and scenario analyses to support business initiatives and strategic decision-making. • Analyze financial and operational performance and provide actionable recommendations to business partners and management. • Collaborate with stakeholders across the organization to support forecasting, performance management, and business planning activities. • Develop and enhance reporting tools, metrics, and dashboards to improve financial visibility and decision-making. • Support process improvement initiatives, internal controls, and audit requirements within the FP&A function. • Participate in cross-functional projects and perform ad hoc financial analysis as required. QUALIFICATIONS: • Bachelor's degree in Finance, Accounting, Business, Economics, or a related discipline. • CPA designation (or working toward completion) preferred. • Minimum 5 years of experience in FP&A, financial analysis, reporting, or related finance functions. • Insurance or financial services industry experience preferred. • Advanced Excel skills required; experience with Workday Adaptive Planning and Power BI considered an asset. • Strong analytical, problem-solving, and communication skills with the ability to translate data into business insights. • Ability to manage competing priorities and build effective relationships across all levels of the organization. • Strong knowledge of Microsoft Office Suite and other enterprise business tools, including responsible use of AI enabled technologies (such as Copilot or similar) to enhance efficiency, analysis and workflow in accordance with company policies.