Senior Financial Planning & Analysis Analyst

Responsibilities

• 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