Sr. FP&A Associate, Insurance Profitability

Supports financial planning, forecasting, and profitability analysis for the insurance business, with an emphasis on new products, programs, and business initiatives.

Perform recurring financial analysis and reporting, evaluate pricing, sales proposals, incentive programs, and business cases, and identify trends and key profitability drivers.

4–6 years of experience in corporate finance, FP&A, profitability analysis, pricing, or a related financial analysis role, with experience preparing financial models, forecasts, management reports, variance analyses, or business cases.

• 4–6 years of experience in corporate finance, FP&A, profitability analysis, pricing, or a related financial analysis role
• Experience preparing financial models, forecasts, management reports, variance analyses, or business cases
• Experience extracting, organizing, and analyzing financial and operational data using SQL, Python or a comparable data-querying or analytical tool
• Experience in financial services, insurance, automotive finance, banking, or a related industry preferred
• Experience using financial planning, profitability, or enterprise reporting systems preferred
• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field
• Advanced degree preferred
• Working knowledge of financial planning, forecasting, profitability analysis, and accounting principles
• Proficiency in financial modeling, variance analysis, and business-case development
• Ability to extract, analyze, and interpret financial and operational data using SQL/python or a comparable analytical tool
• Proficiency in Microsoft Excel and Power Point
• Ability to identify trends, evaluate profitability drivers, and communicate findings
• Ability to manage multiple priorities and collaborate with internal and external stakeholders
• Effective communication, organization, judgment, and attention to detail

• Hybrid flexibility – 4 days in office, 1 day remote
• Vehicle perks – monthly vehicle allowance plus purchase and lease discounts
• Comprehensive health coverage – medical, dental, and vision plans