Manager, Financial Planning & Analysis

Overview

DOXA is an award-winning specialty insurance platform that acquires and develops niche-market insurance program administrators, underwriting companies, and distribution partners including MGAs, MGUs, brokers, and direct-to-consumer operators. We provide centralized sales, marketing, underwriting, and operational support that helps our companies unlock their full growth potential.

With hundreds of custom specialty insurance programs and partnerships and more than 20,000 agent and broker relationships nationwide, DOXA’s rapid growth is reaching new heights.

Our rapid evolution means we can deliver on something most companies just talk about; building a workplace where talented professionals are drawn to the impact they can make. We offer competitive benefits and compensation, but what really differentiates us is our culture empowerment and commitment to innovation in the specialty insurance space.

If you're an ambitious professional looking to evolve your career, we'd love to talk. Ready to join a community of experts redefining the specialty insurance space?

The Manager, Financial Planning and Analysis role is responsible for the oversight, management, and on-time delivery of corporate and business unit financial data, deliverables, and analysis. This role leverages financial, operational, and data-driven insights to inform Finance Leadership on key trends, risks, and opportunities in support of the firm’s long-term strategic objectives. The Manager is accountable to lead the FP&A team towards on-time monthly and quarterly close-related reporting, data integrity and reconciliation, and the standardization and execution of the quarterly forecasting and annual budget process.

This role also supports the development and maintenance of standardized financial reporting deliverables and templates, as well as robust working capital and cash flow forecasting models that provide clear visibility into liquidity and balance sheet trends. Additionally, the Manager advances consistent, decision-oriented financial packages for leaders across all DOXA entities and functions to support their respective growth and margin initiatives.

Responsibilities include ad-hoc cost-benefit and ROI analyses, cash flow modeling, Board material preparations, and other reporting needs as required.

• Develop and maintain financial models, performance analysis, and forecasts for DOXA corporate and related entities
• Manage FP&A team around timelines, reconciliations, day-to-day questions and HR needs, capacity / workload management
• Identify and effectively communicate key drivers of business results including both risks and opportunities in the forecast and budget on an entity level basis
• Assist in building and maintaining a robust working capital forecast, including ongoing monitoring and analysis of trends in receivables, payables, and other key balance sheet drivers to support liquidity and operational decision-making
• Support the development and enhancement of a dynamic cash flow forecasting model and liquidity management dashboard, providing clear visibility into short- and long-term cash positions and informing capital allocation and risk management decisions
• Provide quantitative, decision-oriented analysis that supports achievement of corporate goals
• Prepare presentations and financial reports for diverse audiences including executive leadership and private equity partners
• Support profitable growth by standardizing and automating systems and processes
• Support annual budgeting process, quarterly forecasting process and quarterly business reviews across business units
• Collaborate with data team and underwriting team to advance business financial analysis and data insights

• Build partnerships and maintain strong relationships with P&L business unit and vertical leaders and their teams
• Partner with Accounting on reported financial results and shared responsibilities such as corporate expense allocations
• Collaborate with cross-functional leaders to drive solutions to complex problems

• Inspire trust through superior financial business acumen, problem solving and growth mindset
• Exceed…