AVP, FPA Expenses

Overview Role Summary We are seeking a highly analytical and detail-oriented Manager to support FP&A activities related to expense analysis, planning, and reporting.

This is a high-impact role requiring strong ownership, technical capability, and a hands-on approach to financial analysis. The role will partner closely with business stakeholders and finance teams to support expense management, budgeting, and allocations, while driving process improvements and automation across FP&A.The ideal candidate combines strong analytical skills, attention to detail, and a proactive mindset, with the ability to leverage data, systems, and emerging tools – including AI – to improve efficiency and insight generation.

Responsibilities

Key Responsibilities Analyze expenses across business units, including variance analysis (actual vs. budget, prior periods, and key drivers)
Support budgeting and forecasting processes for expenses, including development of allocation methodologies and cost drivers

Contribute to the design and implementation of expense planning processes within Oracle or similar systems

Develop, maintain, and enhance datasets, reports, and dashboards using Excel, Power Query, and Power BIWork with large, structured datasets, ensuring data accuracy and consistency across reporting and planning outputs

Identify opportunities to improve expense reporting processes and drive automation of recurring workflows

Identify and support practical applications of automation and AI to enhance financial analysis, reporting, and efficiency

Partner with business and functional teams to support understanding of expense drivers and financial results

Prepare clear, structured analyses and presentations for finance and business stakeholders

Ensure strong documentation, controls, and reconciliation of expense data and reporting outputs

Support ad hoc analysis and special projects as needed

Qualifications

Qualifications & Experience Solid understanding of financial concepts and expense management as well as strong familiarity with insurance industry concepts

Experience in FP&A, expense reporting, or financial analysis within a corporate environment

Strong analytical mindset with exceptional attention to detail

Advanced Excel skills; proficiency with Power Query and/or Power BI preferred

Experience working with financial systems (e.g., Oracle, SAP, Hyperion/FCCS) or similar enterprise tools

Experience working with large datasets and supporting data-driven reporting processes

Demonstrated experience improving processes, automating workflows, or enhancing reporting efficiency

Exposure to data analytics tools or AI-driven solutions in a finance context preferred

Strong communication skills with ability to effectively partner with non-finance stakeholders

Experience in expense reporting, cost allocations, or budgeting processes is a strong plus Experience in Big 4 or similar environment is a plus

Key Competencies Extreme attention to detail and commitment to accuracy

Ability to operate independently and take full ownership of deliverables

Ability to “roll up sleeves” and work in the details while maintaining a high-level perspective

Strong business partnering skills and ability to communicate financial concepts clearly

Quick learner with strong intellectual curiosity and adaptability

Strong organizational and problem-solving skills

Ability to manage multiple priorities in a fast-paced environment

Continuous improvement mindset with focus on automation, efficiency, and innovation

Comfortable working with large datasets and evolving processes

Job Summary

Requisition :
Finance Position Type:
Regular Full-Time