Financial Planning and Analysis Manager

Managing financial projections and budgets, the full-time salaried Financial Planning and Analysis Manager will enhance financial modeling accuracy, oversee month-end closing tasks, and support line-of-business financial reporting while working remotely. Key responsibilities Leads the development and evaluation of departmental budgets, providing fiscal guidance and preparing supporting documentation Owns and maintains rolling forecasts and business calculations, ensuring clear KPI definitions and transparent variance explanations Prepares financial materials for Board presentations and supports audit processes through accurate documentation and timely responses Required qualifications Four-year degree in Accounting, Finance, Economics, Business, Statistics, or a related field Minimum 6 years of experience in financial analysis, business administration, or a related discipline Previous experience within an insurance brokerage or financial services preferred Advanced proficiency in Excel and PowerPoint, with strong financial systems knowledge Demonstrated expertise in budgeting, forecasting, and complex financial modeling