Senior Financial Planning & Analysis Analyst

Role Description

The Senior Financial Planning & Analysis (FP&A) Analyst is responsible for the ownership and delivery of monthly financial reporting, forecasting, and analysis across multiple business units. This role provides actionable financial and operational insights to Finance leadership and business partners, helping to identify key trends, risks, and opportunities that support strategic and operational decision-making.

• Lead variance analysis, supporting quarterly forecasting and annual budgeting processes.
• Maintain financial models used for scenario planning and business analysis.
• Develop clear, decision-oriented reporting packages and executive dashboards, including P&L, operational metrics, and sales incentive reporting.
• Ensure accuracy, consistency, and transparency in financial outputs while defining and refining KPIs.
• Support ad hoc analysis and executive requests, providing timely insights to support evolving business needs.
• Advance financial systems, reporting automation, and data integrity initiatives.
• Partner cross-functionally with operations, IT, marketing, sales, legal, accounting, and leadership teams.
• Contribute to continuous improvement of FP&A processes and tools.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 4–7+ years of experience in FP&A, corporate finance, investment banking, consulting, or related analytical roles.
• Advanced Microsoft Excel skills, including complex modeling, scenario analysis, pivot tables, and data manipulation.
• Strong financial modeling and forecasting experience required.
• Experience working with ERP systems and financial reporting tools preferred.
• Exceptional analytical, organizational, and problem-solving abilities.
• Strong communication skills with the ability to present financial concepts to both finance and non-finance audiences.
• Ability to manage multiple priorities and work independently in a deadline-driven environment.
• Knowledge of insurance industry preferred.

Requirements

• Lead monthly financial reporting and analysis for multiple business units, including P&L performance, operational metrics, and production reporting.
• Partner with business leaders to analyze trends, identify risks and opportunities, and provide actionable financial insights.
• Perform variance analysis against forecast, budget, and prior periods to identify key business drivers.
• Support and coordinate quarterly forecasting and annual budgeting processes.
• Develop and maintain financial models to support forecasting, scenario planning, and strategic initiatives.
• Oversee company-wide sales incentive reporting and compensation analytics, ensuring accuracy and transparency.
• Prepare executive-level reporting packages, dashboards, and presentations for senior leadership.
• Define, monitor, and refine KPIs to drive business performance and accountability across business units.
• Lead FP&A process improvements, reporting automation, and financial systems enhancements to improve scalability and decision support.
• Collaborate cross-functionally across operations, sales, accounting, and leadership teams while serving as a trusted finance advisor and mentoring junior analysts.
• Assist with data validation, reporting integrity, and development of financial KPIs related to the implementation and enhancement of a company-wide data lake.

Benefits

• Opportunity to play a visible, strategic role within a growing organization.
• Collaborative and high-performing team environment.
• Exposure to executive leadership and enterprise-wide initiatives.
• A culture that values innovation, continuous improvement, and professional growth.
• Meaningful opportunity to influence business performance and decision-making.