Manager, FP&A

Overview

Role Summary

We are seeking a highly analytical and detail-oriented Manager to support FP&A, financial analysis, and executive-level reporting within a P&C insurance environment.

This is a high-impact role requiring strong ownership, technical capability, and the ability to deliver polished, executive-ready outputs. The role will partner closely with senior finance leadership and play a key role in financial storytelling, planning, and data-driven decision support.

In addition, this role will be actively involved in driving process improvements, automation, and the adoption of data and AI-driven solutions across the FP&A function.

Responsibilities

• Analyze financial results across business units, including variance analysis (actual vs. budget, prior periods, and key drivers)

• Support budgeting and forecasting processes, including involvement in Oracle-based planning implementation and interaction with system-driven data and processes

• Develop, maintain, and enhance datasets, reports, and dashboards using Excel, Power Query, and Power BI

• Work with large, structured financial datasets, ensuring data integrity and consistency across reporting outputs

• Prepare high-quality, executive-level PowerPoint presentations with a strong focus on clarity, structure, and accuracy

• Translate complex financial results into clear, concise narratives and actionable insights

• Identify opportunities for process improvement and drive automation of recurring financial reporting and analysis workflows

• Identify and support practical applications of automation and AI to improve reporting, analysis, and workflow efficiency

• Ensure data accuracy, consistency, and proper documentation across financial reporting outputs

• Partner cross-functionally with Accounting, FP&A, Systems, and business stakeholders to support reporting, planning, and analysis

• Support senior leadership requests, including ad hoc analysis and special projects

Qualifications

• Strong understanding of P&C insurance accounting and key metrics (e.g., loss ratio, expense ratio, DAC, combined ratio, reinsurance, etc.)

• Experience in FP&A, Financial Reporting, or Insurance Analytics within a public company or similar environment

• Strong analytical mindset with exceptional attention to detail

• Advanced Excel skills; proficiency with Power Query and/or Power BI preferred

• Experience working with financial systems (e.g., Oracle, SAP, Hyperion/FCCS) or similar enterprise tools

• Demonstrated experience improving processes, automating workflows, or enhancing reporting efficiency

• Exposure to data analytics tools or AI-driven solutions in a finance context preferred

• Proven ability to develop high-quality, executive-ready presentations (PowerPoint)

• Experience in Big 4 or similar environment is a plus, particularly with reconciliation and documentation best practices

• Exposure to financial supplements, MD&A, or executive-level reporting strongly preferred

• Exposure to rating agency materials (AM Best, S&P, Moody’s) is a plus

Key Competencies

• Extreme attention to detail and commitment to accuracy

• Ability to operate independently and take full ownership of deliverables

• Balance detailed, hands-on analytical work with the ability to step back and communicate key messages to senior stakeholders and non-technical audiences

• Quick learner with strong intellectual curiosity and adaptability

• Strong organizational, documentation, and problem-solving skills

• Ability to manage multiple priorities in a fast-paced environment

• Continuous improvement mindset with a focus on efficiency, automation, and innovation