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)

• 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

• 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

• 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