Financial Planning & Analysis Manager

Financial Planning & Analysis Manager

FMNE Insurance is seeking a Financial Planning and Analysis Manager to join our Financial Reporting Department. We're looking for a strategic and analytical finance leader who can turn complex financial data into clear business insights and drive informed decision-making across the organization. The ideal candidate is collaborative, detail-oriented, and proactive, with the ability to partner cross-functionally, identify trends and risks, and improve financial planning and reporting processes.

This position is not eligible for visa sponsorship. Applicants must be authorized to work in the United States on a full-time basis. Please supply a cover letter and resume. Applications with cover letters will be given preferential review.

Join a stable, values-driven company with deep Midwest roots. If our core values resonate with you, we encourage you to apply today.

We offer a competitive salary and a comprehensive benefits package, including health coverage, a generous 401(k), pension plan, wellness programs, and a hybrid work model for eligible employees.

Core values include: Integrity - Service - Excellence - Stability - Strength - Respect - Teamwork

Financial Planning & Analysis Manager Role Overview:

The Financial Planning & Analysis (FP&A) Manager oversees budgeting, forecasting, and financial performance, providing analysis and insights that give leadership visibility into results, trends, and risks, helping them understand premium, loss, and expense drivers, evaluate profitability, and make informed strategic decisions.

Financial Planning & Analysis Manager Responsibilities:

• Demonstrates the Company's mission, while successfully performing its core values related to integrity, service, excellence, stability, strength, respect, and teamwork.
• Prepare monthly financial reporting packages for leadership, including analysis of premium trends, loss ratios, expense ratios, and overall profitability.
• Support period-end close activities with variance analysis and explanations of key movements.
• Collaborate with underwriting, claims, actuarial, and operations teams to understand trends in financial performance.
• Serve as a strategic partner to Company leaders by interpreting financial results, identifying operational and cost-management improvements, and providing financial support for new initiatives.
• Foster consistency and clarity in reporting across the Company.
• Manage the financial planning process, partnering with underwriting, claims, actuarial, and operations teams to gather assumptions and validate forecast inputs.
• Monitor performance against plan and provide timely updates on variances.
• Enhance FP&A processes, tools, and reporting capabilities to improve efficiency, accuracy, and insight.
• Support the development and maintenance of financial systems, dashboards, and data sources.
• Ensure high standards of quality, accuracy, and timeliness in all FP&A deliverables.
• Supervise and mentor team members, providing guidance, feedback, and fostering a culture of accountability, development, and continuous improvement.
• Establish clear goals, performance metrics, and development plans for team members.
• Regular and prompt attendance in the office is an essential function of the position.

In addition to the duties and responsibilities set forth above, the employee occasionally may be asked to assist in other duties throughout the Company on an as-needed basis. At no time will any employee be required to perform any duties, which they are not mentally or physically capable of performing.

Financial Planning & Analysis Manager Skills and Qualifications:

• Required:
  • Bachelor's degree in finance, accounting, economics, or related field.
  • 5+ years of progressive experience in FP&A, financial analysis, or related roles.
  • Strong financial modeling and analytical skills.
  • Proficiency in financial systems and tools (e.g., Workday, Excel, Power BI, planning systems)
  • Excellent communication skills with the ability to translate complex financial concepts into clear, understandable insights for financial and non-financial stakeholders.
  • Ability to build strong relationships across the company and inform decision-making.
  • Strategic thinker with a proactive, solutions-focused mindset, able to prioritize the key performance indicators that matter most.
  • High attention to detail, strong organizational skills, and the ability to manage multiple priorities.
  • Ability to handle confidential information in an appropriate and professional manner.
• Preferred:
  • Experience leading and developing people is a plus.
  • Master's degree in accounting, finance, or related field.
  • CPA designation or directly relevant experience.
  • Experience with Workday and Guidewire, or similar financial reporting and ERP systems.
  • P&C insurance industry experience.

FMNE Insurance Company recognizes that an individual with a disability may require accommodation to enable them to successfully perform a job function. Should you require such accommodation, please indicate the job function and suggested accommodation during the interview process. FMNE will attempt to make reasonable accommodation.