FP&A Analyst

We are seeking a highly motivated FP&A Analyst to join our finance team. This role will provide critical financial insights, support strategic decision-making, and enhance financial planning, reporting, and analysis processes. The ideal candidate has strong analytical skills, a deep understanding of insurance finance, and the ability to collaborate across departments to drive performance.

• Financial Planning & Forecasting:
  
  
  
  • Support the development of the annual plan and rolling forecasts.
  • Partner with business leaders to develop key financial assumptions and scenario analyses.
  
  
• Reporting & Analysis:
• Prepare monthly and quarterly comprehensive financial reports and dashboards for senior management, highlighting key performance indicators and financial metrics.
• Perform financial analysis to identify key performance drivers and areas for improvement.
• Business Partnering:
  
  
  
  • Collaborate with cross-functional teams to ensure accurate and timely reporting.
  • Support leadership with data-driven insights for strategic decision-making.
  • Provide insights and recommendations based on thorough analysis of financial data.
  
  
• Process Improvement & AdHoc Analysis:
  
  
  
  • Continuously improve and streamline reporting processes and analyses through customer feedback and applied learnings/experience in the role to improve efficiency.
  • Contribute to financial modeling improvements in planning and forecasting to enhance process efficiencies.
  • Engage in ad-hoc analysis and special projects to support the business as needed.
  • Enhance financial models, reporting tools, and dashboard automation using Tableau, Prophix, or other analytics tools.
  
  

• Bachelor's degree in finance, accounting, or related field is preferred, CPA or MBA is a plus.
• 3+ years' experience in financial planning and analysis.
• Insurance experience in Excess & Surplus lines or Property & Casualty lines a plus.
• Thorough understanding of generally accepted accounting principles (GAAP).
• Advanced Excel spreadsheet and financial modeling skills. Prophix or similar planning tool experience is a plus.
• Excellent analytical and problem-solving skills with attention to detail.
• Willingness to learn and utilize new applications.
• Self-starter with excellent time management and organizational skills.
• Ability to multitask, collaborate and communicate well with individuals of all backgrounds in a fast-paced environment.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Ethical and trustworthy, with a commitment to maintaining confidentiality.

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