FP&A Manager – Insurance Brokerage

Title: FP&A Manager – Insurance Brokerage

Salary: Up to $150,000 + 15% bonus

Location: Boston, MA (Hybrid, 3 days onsite)

Why This Opportunity Stands Out:

• Join a rapidly growing, private equity-backed insurance brokerage with a strong national presence

• High-impact FP&A role supporting financial performance across a growing insurance brokerage business

• Significant exposure to senior leadership and business operations

• Broad ownership across budgeting, forecasting, financial modeling, and revenue analysis

• Partner closely with operational leaders to evaluate brokerage revenue, profitability, and business performance

• Individual contributor role with significant autonomy and long-term growth potential

FP&A Manager Key Responsibilities:

• Lead budgeting, forecasting, financial planning, and financial modeling across insurance brokerage operations

• Analyze brokerage revenue, financial performance, variances, and key business drivers

• Develop financial models and reporting tools to support strategic and operational decision-making

• Partner with business leaders to evaluate profitability, revenue trends, and producer compensation incentives

• Prepare financial reports, dashboards, and presentations for senior leadership

• Identify opportunities to improve financial processes, reporting accuracy, and operational efficiency

FP&A Manager Qualifications:

• Insurance brokerage industry experience strongly preferred

• 5+ years of progressive FP&A, financial analysis, or corporate finance experience

• Strong understanding of insurance brokerage revenue models, financial performance, and business drivers

• Advanced budgeting, forecasting, financial modeling, and variance analysis skills

• Advanced Excel and financial planning systems experience;
  Workday Adaptive and private equity experience preferred

• Bachelor's degree in Accounting, Finance, or related field preferred; accounting background with a transition into FP&A highly desirable