Manager - Expense Planning & Analysis

The Manager – Expense Planning & Analysis leads enterprise budgeting, forecasting, workforce planning, expense management, and financial analysis activities. This position serves as a strategic finance partner to business and executive leadership by translating financial and operational information into actionable insights, scenarios, and recommendations. The manager develops FP&A talent, strengthens financial governance, and drives continuous improvement through advanced analytics, automation, generative AI, and modern planning technologies.

• Lead, coach, and develop Expense Management team members; establish priorities, allocate resources, manage performance, and build capabilities aligned with the evolving needs of the finance function.
• Promote a culture of accountability, collaboration, continuous learning, sound judgment, and constructive challenges.
• Provide clear goals, timely feedback, meaningful development opportunities, and effective succession and workforce planning for the Expense Management team.

• Own and continuously enhance enterprise processes for annual budgeting, rolling forecasts, workforce planning, capital planning, and multi-year strategic financial planning.
• Develop driver-based forecasts and scenario analyses that connect financial outcomes to business volumes, operational assumptions, strategic initiatives, and external conditions.
• Oversee consolidated expense and staffing forecasts, including salaries, employee benefits, discretionary expenses, capital expenditures, and other significant cost categories.
• Monitor forecast accuracy, explain material variances, identify emerging risks and opportunities, and recommend actions to improve financial performance.
• Serve as a trusted finance partner to officers, senior leaders, and department leaders by providing objective analysis, constructive challenges, and clear financial recommendations.
• Lead or support business cases, cost-benefit analyses, investment evaluations, and post-implementation reviews for significant initiatives and projects.

• Lead the preparation and delivery of monthly, quarterly, and annual financial reporting that compares actual results with plan, forecast, prior year, and relevant operational measures.
• Ensure financial analyses and presentations are accurate, reconciled, appropriately documented, and tailored to the needs of the intended audience.

• Identify and implement opportunities to simplify, standardize, and automate expense processes while maintaining appropriate financial controls and auditability.
• Identify, evaluate, and implement responsible uses of generative AI, automation, and agent-enabled workflows within forecasting, variance analysis, management reporting, scenario modeling, and financial narrative development.
• Develop, test, and refine structured prompts and finance-focused AI agents that improve the efficiency, consistency, and scalability of work while maintaining human review, data security, documentation, and validation controls.

• Promote compliance with corporate financial policies, expense procedures, internal controls, and applicable accounting and regulatory requirements.
• Maintain strong working knowledge of company financial results, expense trends, strategic priorities, and relevant property and casualty insurance performance measures.
• Lead and participate in cross-functional initiatives, ad hoc analyses, and other assignments in support of enterprise priorities.

• Bachelor’s degree in…