Manager FP&A

Key Responsibilities:

• Lead the enterprise financial planning process across annual plan, quarterly forecast, and monthly outlook cycles
• Own and drive the annual budget process across all divisions and budget centers
• Coordinate cross-functional inputs into a single, aligned financial plan and forecast
• Deliver consolidated financial reporting and analysis for senior leadership
• Translate business drivers into financial outcomes, including profitability and capital considerations
• Establish and enforce planning assumptions, timelines, and standards across the organization
• Serve as a key finance partner to business leaders, supporting performance management and decision-making
• Identify and resolve inconsistencies across inputs to ensure a single, trusted financial view
• Lead and develop a team of FP&A analysts, setting expectations for quality, timeliness, and accountability
• Continuously improve planning processes, tools, and reporting capabilities

Qualifications:

• 5–8+ years of experience in FP&A, corporate finance, or related field
• Experience leading or mentoring a team
• Strong financial modeling and analytical capabilities
• Experience working cross-functionally with senior stakeholders
• Insurance or financial services experience preferred

Skills and Capabilities:

• Strong understanding of financial statements and business drivers
• Ability to synthesize complex information into clear, actionable insights
• Effective communication skills, with the ability to translate financial concepts into business terms
• Proven ability to manage competing priorities and meet deadlines
• Demonstrated ownership and accountability for outcomes

What Success Looks Like:

• A single, trusted financial plan and forecast used across the organization
• Disciplined and well-coordinated budget and planning processes
• Clear, decision-ready insights that support leadership actions
• A high-performing FP&A team delivering consistent, high-quality output

 

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