Manager, Financial Planning & Analysis

Overview

About DOXA 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 culture emphasizes empowerment and innovation in the specialty insurance space. If you’re an ambitious professional looking to evolve your career, we’d love to talk and welcome you to a community of experts redefining the space.

• 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 communicate key drivers of business results including risks and opportunities in the forecast and budget at the entity level
• Assist in building and maintaining a robust working capital forecast, monitoring trends in receivables, payables, and other balance sheet drivers to support liquidity and operational decision-making
• Support development and enhancement of a dynamic cash flow forecasting model and liquidity management dashboard, providing 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 expectations by holding self and others accountable for delivery of results
• Thought leader for best practices in financial analysis and planning

Education/Certification: Bachelor’s Degree in Finance

• Minimum five years of financial analysis experience
• Minimum 1-2 years’ experience in team management

• Knowledge of insurance industry preferred
• Knowledge of project management tools and processes

• Intermediate proficiency in MS Office
• Proficiency in Power BI preferred
• Strong written and verbal communication skills
• Strong time management skills
• Ability to juggle multiple requests and meet deadlines
• Strong presentation skills in small and large group settings
• Ability to exercise discretion and maintain confidentiality

Travel: 10% domestic travel required.

Work Location: Fort Wayne, IN area highly preferred

DOXA Insurance Holdings offers a dynamic work environment and a collaborative culture. This is a hybrid position based in our Fort Wayne, IN headquarters.