Manager, Financial Planning and Analysis

Manager, Financial Planning and Analysis We use cookies to make the safest and most effective website possible.### Manager, Financial Planning and Analysis Apply:
US Remote:
Full time:
Posted Yesterday:
JR101446
** WHO WE ARE
** Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.
** WHAT WE’RE LOOKING FOR
** The Manager, Financial Planning and Analysis (FP&A) is responsible for projections, forecasts and budgets for Relation business units. The FP&A Manager reviews, revises, and improves current financial modeling spreadsheets to increase the predictive accuracy of monthly forecasts. The FP&A Manager owns month-end closing tasks that provide an understanding of the organization’s financial dynamics. In addition, the FP&A Manager supports line-of-business financial reporting as well as ad-hoc analysis.
** A GLIMPSE INTO YOUR DAY
*** Serves as a financial advisor to assigned departments by providing fiscal and organizational guidance on projected programs, objectives, and budgetary impacts in accordance with established procedures.
* Leads the development, analysis, and evaluation of departmental budgets, including preparing budget documents, reports, recommendations, supporting documentation, and impact analyses.
* Owns and maintains rolling forecasts, new business, and retention calculations with clear KPI definitions, consistent methodology, and transparent variance and performance‐driver explanations.
* Clearly communicates expected and actual financial results to stakeholders, including underlying assumptions, activities, and variances.
* Identifies, analyzes, and recommends solutions to financial issues affecting business objectives, providing technical assistance on budget matters for current and proposed programs.
* Owns and enhances the capital plan forecasting process, including acquisition and earn‐out modeling, to determine equity and debt requirements and deliver scenario‐based funding recommendations.
* Prepares financial materials for Board of Directors and lender presentations and supports audit processes through accurate documentation and timely responses.
* Completes special projects, ad hoc analyses, and requests for financial information from business unit leaders.
* Collaborates closely with accounting, finance, and compensation teams to ensure accurate application of recognition standards, alignment with compensation agreements, and consistency in budgeting and reporting.
* Participates in and supports finance‐led process improvement initiatives.
* May lead, mentor, and develop a team, fostering a culture of accountability and excellence.
* Performs other projects, duties, and tasks, as assigned.
** WHAT SUCCESS LOOKS LIKE IN THIS ROLE
*** Four-year degree in Accounting, Finance, Economics, Business, Statistics or other related field.
* Minimum 6 years of progression experience in financial analysis, business administration, general accounting, economic analysis, or a related discipline, with a strong accounting foundation.
* CPA a plus.
* Previous experience within an insurance brokerage, professional services, or financial services strongly preferred.
* Experience with Workday and Adaptive Planning preferred.
* Demonstrated experience effectively leading teams.
* Advanced proficiency in Excel and PowerPoint, solid working knowledge of Word, and strong ability to work with financial…