Financial Planning & Analysis Manager

Who Are We?

Simply Business is a digital insurance brokerage that specializes in one thing: protecting the businesses our customers are working hard to build. We’re doing this by simplifying the insurance-buying process for all small businesses, blending together a combination of technology, data, and insurance knowledge. Our proprietary technology platform allows small business owners to easily search and compare quotes from over 20 top-rated insurance providers, customize their coverage, and purchase and access their policies – all online.

Founded in the UK in 2005, Simply Business is an insurtech pioneer with nearly 20 years of experience supporting small businesses. Simply Business is passionate about building an outstanding product for our customers – one that empowers their entrepreneurial spirits.

More importantly, we’re doing it all while taking care of our people. We’ve consistently been named a best place to work, including most recently ranking in Built In’s 2025 Best Companies to Work for in the US (Top 100), and Best Places to Work in Boston.

We want team members who have the drive to challenge boundaries. If you’re smart and passionate about delivering brilliant customer experiences, we’d love to hear from you.

Job Category Finance Position  Type Permanent Compensation  Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate;

and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.

Salary Range$ - $Target Openings1

What Is the Opportunity?

At Simply Business, we see FP&A as more than just a reporting function. As FP&A Manager, you will learn the ins and outs of our business model and be at the forefront of identifying opportunities for acceleration and ensuring we’re set up to meet our strategic goals. We are looking for a candidate with a strong sense of initiative, keen eye for detail, and an ability to find solutions in the face of ambiguity.

The FP&A Manager will translate complex and nuanced operational & financial results into actionable insights, partnering directly with business leaders to drive sound financial decisions. This role will champion the integrity and efficiency of our financial systems and data across the broader business and senior management.

As an FP&A Manager you will:

Oversee the Financial Planning & Analysis function (60% time allocation):

Own the end to end month-end process for the FP&A team, ensuring timeliness and accuracy of key deliverables. Includes responsibilities for journal approvals and stepping in as needed to prepare underlying booking support files

Lead the preparation and consolidation of our annual operating budget and ongoing forecasts

Prepare and present clear, insightful financial performance with the broader business, our leadership team, and board

Support the Director of FP&A and VP of Finance in preparing scenario planning models and conducting sensitivity analysis to evaluate financial outcomes under various assumptions

Serve as the go-to finance partner for our support and shared service teams (like People, Legal, Engineering, etc), helping them with expense variance analysis and capitalization assessments

Partner with Data & Analytics team and other business functions to define and implement new metrics and KPIs as needed, ensuring measurability against our key financial levers

Manage the ongoing…