Manager, Financial Planning and Analysis

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

The Manager, Financial Planning and Analysis (FP&A) is responsible for projections, forecasts and budgets for Relation business units. The FP&A Manager reviews, revises, and improves current financial modeling spreadsheets to increase the predictive accuracy of monthly forecasts. The FP&A Manager owns month-end closing tasks that provide an understanding of the organization’s financial dynamics. In addition, the FP&A Manager supports line-of-business financial reporting as well as ad-hoc analysis.

• Serves as a financial advisor to assigned departments by providing fiscal and organizational guidance on projected programs, objectives, and budgetary impacts in accordance with established procedures.
• Leads the development, analysis, and evaluation of departmental budgets, including preparing budget documents, reports, recommendations, supporting documentation, and impact analyses.
• Owns and maintains rolling forecasts, new business, and retention calculations with clear KPI definitions, consistent methodology, and transparent variance and performance-driver explanations.
• Clearly communicates expected and actual financial results to stakeholders, including underlying assumptions, activities, and variances.
• Identifies, analyzes, and recommends solutions to financial issues affecting business objectives, providing technical assistance on budget matters for current and proposed programs.
• Owns and enhances the capital plan forecasting process, including acquisition and earn-out modeling, to determine equity and debt requirements and deliver scenario-based funding recommendations.
• Prepares financial materials for Board of Directors and lender presentations and supports audit processes through accurate documentation and timely responses.
• Completes special projects, ad hoc analyses, and requests for financial information from business unit leaders.
• Collaborates closely with accounting, finance, and compensation teams to ensure accurate application of recognition standards, alignment with compensation agreements, and consistency in budgeting and reporting.
• Participates in and supports finance-led process improvement initiatives.
• May lead, mentor, and develop a team, fostering a culture of accountability and excellence.
• Performs other projects, duties, and tasks, as assigned.

• Four-year degree in Accounting, Finance, Economics, Business, Statistics or other related field.
• Minimum 6 years of progression experience in financial analysis, business administration, general accounting, economic analysis, or a related discipline, with a strong accounting foundation.
• CPA a plus.
• Previous experience within an insurance brokerage, professional services, or financial services strongly preferred.
• Experience with Workday and Adaptive Planning preferred.
• Demonstrated experience effectively leading teams.
• Advanced proficiency in Excel and PowerPoint, solid working knowledge of Word, and strong ability to work with financial systems and software, including adapting to new or alternative industry tools.
• Demonstrated expertise in bottom-up budgeting, forecasting, and complex financial modeling, including customer, product, and line-of-business profitability analysis.
• Proven ability to perform in-depth revenue analysis, incorporating market conditions, new and lost business, producer incentives, and compensation structures.
• Strong analytical, mathematical, and critical-thinking skills, with the ability to independently analyze financial results, prepare detailed schedules, and deliver comprehensive financial analyses and ad hoc projects.
• Ability to prepare, present, and clearly communicate complex financial information, both written and verbal, to senior leadership and diverse stakeholders.
• Highly detail-oriented, with strong control awareness and a commitment to accuracy, timeliness, and confidentiality.
• Effective at prioritizing multiple projects and deadlines while operating in a fast-paced, matrixed environment.
• Excellent…