Senior Financial Planning & Analysis Analyst; Hybrid

Senior Financial Planning & Analysis (FP&A) Analyst

The Senior Financial Planning & Analysis (FP&A) Analyst is responsible for the ownership and delivery of monthly financial reporting, forecasting, and analysis across multiple business units. This role provides actionable financial and operational insights to Finance leadership and business partners, helping to identify key trends, risks, and opportunities that support strategic and operational decision‑making. Core responsibilities include leading variance analysis, supporting the quarterly forecasting and annual budgeting processes, and maintaining financial models used for scenario planning and business analysis.

This role is also responsible for developing clear, decision-oriented reporting packages and executive dashboards, including P&L, operational metrics, and sales incentive reporting. The Senior FP&A Analyst ensures accuracy, consistency, and transparency in financial outputs while defining and refining KPIs that drive accountability and performance across the organization. The role also supports ad hoc analysis and executive requests such as reporting around carriers and agencies that drive our business, providing timely insights to support evolving business needs.

In addition, the Senior FP&A Analyst plays a key role in advancing financial systems, reporting automation, and data integrity initiatives, including supporting KPI development and validation as part of a company-wide data lake implementation. This position partners cross-functionally with operations, IT, marketing, sales, legal, accounting, and leadership teams while serving as a trusted finance advisor and contributing to continuous improvement of FP&A processes and tools.

• Lead monthly financial reporting and analysis for multiple business units, including P&L performance, operational metrics, and production reporting
• Partner with business leaders to analyze trends, identify risks and opportunities, and provide actionable financial insights
• Perform variance analysis against forecast, budget, and prior periods to identify key business drivers
• Support and coordinate quarterly forecasting and annual budgeting processes
• Develop and maintain financial models to support forecasting, scenario planning, and strategic initiatives
• Oversee company-wide sales incentive reporting and compensation analytics, ensuring accuracy and transparency
• Prepare executive-level reporting packages, dashboards, and presentations for senior leadership
• Define, monitor, and refine KPIs to drive business performance and accountability across business units
• Lead FP&A process improvements, reporting automation, and financial systems enhancements to improve scalability and decision support
• Collaborate cross-functionally across operations, sales, accounting, and leadership teams while serving as a trusted finance advisor and mentoring junior analysts
• Assist with data validation, reporting integrity, and development of financial KPIs related to the implementation and enhancement of a company-wide data lake

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 4–7+ years of experience in FP&A, corporate finance, investment banking, consulting, or related analytical roles
• Advanced Microsoft Excel skills, including complex modeling, scenario analysis, pivot tables, and data manipulation
• Strong financial modeling and forecasting experience required
• Experience working with ERP systems and financial reporting tools preferred
• Exceptional analytical, organizational, and problem‑solving abilities
• Strong communication skills with the ability to present financial concepts to both finance and non‑finance audiences
• Ability to manage multiple priorities and work independently in a deadline‑driven environment
• Knowledge of insurance industry preferred

• Opportunity to play a visible, strategic role within a growing organization
• Collaborative and high‑performing team environment
• Exposure to executive leadership and enterprise-wide initiatives
• A culture that values innovation, continuous improvement, and professional growth
  
  Meaningful opportunity to influence business performance and decision‑making