FP&A Manager

Job Title:

FP&A Manager

Job Description

This FP&A Manager role leads core financial planning and analysis activities, including budgeting, forecasting, long-range planning, and executive-level reporting. You will partner closely with underwriting and other operational teams to provide insights that influence strategic and operational decisions. This is a highly visible role with regular interaction with senior leadership and a clear project timeline, ideal for an FP&A professional who enjoys both detailed financial work and cross-functional collaboration.

Responsibilities

+ Lead the annual budgeting process, ensuring accurate, timely, and well-documented budgets across the organization.

+ Own long-range financial planning, including the development and maintenance of multi-year (3-year) financial plans.

+ Manage recurring forecasting processes, including short-term forecasting and 3+9 budgeting, to provide updated views of financial performance.

+ Perform detailed financial analysis and variance analysis to explain performance drivers and support data-driven decision making.

+ Develop and maintain financial models that support budgeting, forecasting, scenario analysis, and strategic initiatives.

+ Prepare clear, concise, and visually compelling executive-level PowerPoint presentations that communicate key financial insights and recommendations.

+ Partner closely with underwriting leadership and the broader underwriting team to understand business drivers and translate them into financial impacts.

+ Collaborate with cross-functional operational teams to align financial plans with business strategies and operational realities.

+ Support strategic and operational finance initiatives by providing analytical support, financial modeling, and business case development.

+ Deliver accurate and timely financial reporting to support internal stakeholders and leadership.

+ Build strong relationships with stakeholders at different levels of the organization and act as a trusted finance partner.

+ Ramp up quickly to assume ownership of budgeting, forecasting, and planning activities during a defined leave coverage period.

+ Maintain continuity of FP&A processes and deliverables while the current FP&A Manager is on leave.

+ Ensure a smooth transition of responsibilities back to the returning FP&A Manager at the end of the coverage period.

Essential Skills

+ 5-10+ years of experience in Financial Planning and Analysis (FP&A).

+ Strong Excel skills, including Pivot Tables, VLOOKUPs, and advanced formulas.

+ Proven experience with budgeting, forecasting, and financial analysis in a corporate environment.

+ Demonstrated expertise in financial analysis, variance analysis, and financial reporting.

+ Experience building and maintaining financial models for planning and decision support.

+ Bachelor's degree in Finance, Accounting, Business Administration, or a related field.

+ Strong communication skills with the ability to present complex financial information clearly to a variety of stakeholders.

+ Ability to work effectively with cross-functional teams and partner with leaders across different business functions.

+ Analytical mindset with strong problem-solving abilities and attention to detail.

+ Adaptability and comfort working in a dynamic environment with evolving priorities.

Additional

Skills & Qualifications

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Experience with Prophix is a plus.

+

Experience with Anaplan or similar planning tools is beneficial.

+ Background in the insurance industry is a plus, though not required.

+ Exposure to healthcare or insurance-related financial planning is advantageous.

+ Willingness to learn industry-specific concepts and terminology; industry training will be provided for the right FP&A candidate.

+ Strong relationship-building skills with stakeholders at different levels of the organization.

+ Collaborative working style and comfort in a highly team-oriented environment.

+ Ability to quickly ramp up and take ownership of key processes within a defined timeframe.

+ Comfort presenting to and interacting with senior leadership, including finance and operational leaders.

+ Interest in understanding how the business operates beyond the numbers and translating operational insights into financial outcomes.

Work Environment

This role operates in a hybrid work environment, with three days onsite (Tuesday, Wednesday, and Thursday) and two days remote each week. The finance team is highly collaborative, social, and team-oriented, with a strong culture of supporting one another and setting new team members up for success. You will work closely with the accounting team, underwriting leadership, and broader operational stakeholders, so you should feel comfortable partnering across departments and building relationships at multiple levels of the organization.

The organization offers exposure to senior leadership, meaningful involvement in strategic decision-making, and the opportunity to learn the insurance industry in a stable, mission-driven setting with a clear project…