Manager, Financial Planning and Analysis

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as a financial advisor for designated departments by offering fiscal and organizational insights on upcoming programs, goals, and budget implications.

• Spearhead the formulation, assessment, and review of departmental budgets, encompassing budget documents, reports, recommendations, supporting materials, and impact evaluations.

• Take ownership of and sustain rolling forecasts, new business, and retention calculations with clear KPI definitions, consistent methodologies, and transparent explanations of variances and performance drivers.

• Relay expected and actual financial outcomes to stakeholders, detailing assumptions, activities, and variances.

• Recognize, analyze, and propose solutions to financial challenges impacting business goals.

• Offer technical support regarding budget matters for both current and proposed programs.

• Lead and refine capital plan forecasting, including acquisition and earn-out modeling, to assess equity and debt needs and provide scenario-based funding recommendations.

• Prepare financial documentation for presentations to the Board of Directors and lenders.

• Assist in audit processes by ensuring accurate documentation and prompt responses.

• Complete special projects, ad hoc analyses, and fulfill requests for financial information from business unit leaders.

• Collaborate with accounting, finance, and compensation teams on recognition standards, compensation agreements, budgeting, and reporting.

• Engage in and support finance-led process enhancement initiatives.

• May lead, mentor, and develop a team.

• Execute other assigned projects, responsibilities, and tasks.

⛳️ Requirements

• Bachelor's degree in Accounting, Finance, Economics, Business, Statistics, or a related field.

• At least 6 years of progressive experience in financial analysis, business administration, general accounting, economic analysis, or a similar discipline, with a solid foundation in accounting.

• CPA certification is a plus.

• Prior experience in an insurance brokerage, professional services, or financial services is highly preferred.

• Familiarity with Workday and Adaptive Planning is preferred.

• Proven experience in effectively leading teams.

• Advanced skills in Excel and PowerPoint.

• Strong working knowledge of Word.

• Highly capable of working with financial systems and software, including adapting to new or alternative industry tools.

• Demonstrated expertise in bottom-up budgeting, forecasting, and intricate financial modeling, including customer, product, and line-of-business profitability analysis.

• Proven track record of conducting in-depth revenue analysis, taking into account market conditions, new and lost business, producer incentives, and compensation structures.

• Strong analytical, mathematical, and critical-thinking abilities.

• Capability to independently analyze financial results, create detailed schedules, and deliver comprehensive financial analyses and ad hoc projects.

• Proficient in preparing, presenting, and effectively communicating complex financial information, both in writing and verbally, to senior leadership and diverse stakeholders.

• Extremely detail-oriented, with a strong awareness of controls and a commitment to accuracy, timeliness, and confidentiality.

• Adept at prioritizing multiple projects and deadlines while functioning 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 a collaborative team member.

🏝️ Benefits

• Competitive salary.

• Family health and wellness programs.

• 401K plan.

• Employee assistance programs.

• Paid time off.

• Paid holidays.

• Opportunities for career advancement and development.

• Eligibility for discretionary annual incentive programs, subject to program rules and individual and organizational performance.