Manager, Financial Planning and Analysis
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Job Description
FP&A Manager leading budgeting, forecasting, financial modeling, and reporting for Relation Insurance, a growing insurance brokerage. Advising business units and preparing board and lender materials.
Responsibilities:
- Provide projections, forecasts, and budgets for Relation business units
- Review, revise, and improve financial modeling spreadsheets to increase monthly forecast accuracy
- Own month-end closing tasks and support line-of-business financial reporting and ad hoc analysis
- Serve as financial advisor to assigned departments on projected programs, objectives, and budgetary impacts
- Lead development, analysis, and evaluation of departmental budgets and prepare related documents, reports, recommendations, supporting documentation, and impact analyses
- Own and maintain rolling forecasts, new business, and retention calculations with clear KPI definitions and variance explanations
- Communicate expected and actual financial results, assumptions, activities, and variances to stakeholders
- Identify and analyze financial issues and recommend solutions affecting business objectives
- Own and enhance capital plan forecasting, including acquisition and earn-out modeling, to determine equity and debt requirements and provide scenario-based funding recommendations
- Prepare financial materials for Board of Directors and lender presentations
- Support audit processes through accurate documentation and timely responses
- Complete special projects, ad hoc analyses, and requests for financial information
- Collaborate with accounting, finance, and compensation teams on recognition standards, compensation agreements, budgeting, and reporting
- Participate in finance-led process improvement initiatives
- May lead, mentor, and develop a team
Requirements:
- 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
- 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
- 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 interpersonal, relationship-management, problem-solving, and time-management skills
- Ability to work cross-functionally at all levels as both a self-starter and collaborative team member
Benefits:
- Competitive pay
- Family health and wellness programs
- 401K
- Employee assistance programs
- Paid time off
- Paid holidays
- Career advancement and development opportunities
- Discretionary annual incentive program, subject to program rules and individual and organizational performance
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