What are the responsibilities and job description for the Financial Planning and Analysis Senior Manager position at Fortegra?
About Fortegra
Fortegra is a specialty insurance company and services provider headquartered in Jacksonville, Florida. We partner with distribution partners, MGAs, and program administrators to deliver insurance solutions and services. Our Finance team turns complex financial and operational data into insight that guides the business.
Role Overview
The Senior Manager of FP&A leads assigned planning and performance management workstreams and serves as the primary finance partner to designated businesses or functions. Reporting to the VP, FP&A, this hands-on role owns forecasts, analyzes business performance, and develops recommendations that support management decisions. The Senior Manager also reviews the Financial Analyst’s work and coaches a Leadership Development Program (LDP) participant.
Key Responsibilities
· Own assigned components of the annual operating plan, reforecast, and monthly performance reviews, including timelines, assumptions, models, and final deliverables.
· Serve as the primary FP&A partner for assigned businesses or functions, investigating performance drivers and constructively challenging assumptions.
· Analyze actual results against budget, forecast, and prior year; identify risks and opportunities and recommend practical actions.
· Develop financial models, profitability analyses, and scenarios; support multiyear planning and evaluation of growth initiatives, new programs, and investments.
· Partner with Accounting, Actuarial, Underwriting, and Claims to validate assumptions and analyze relevant insurance and operating metrics, including premiums, loss and expense ratios, fee income, and reinsurance impacts.
· Prepare executive and board reporting materials with clear explanations of results, trends, and business implications.
· Lead assigned cross-functional projects and improve reporting efficiency, forecast models, data accuracy, documentation, and cross-training.
· Review the Financial Analyst’s work, provide constructive feedback, and coach the LDP participant through meaningful assignments.
Qualifications
Required
· Bachelor’s degree in Finance, Accounting, Economics, or a related field.
· Typically 4-6 or more years of progressive FP&A or finance experience, including independent ownership of planning workstreams and business relationships.
· Direct experience leading budgeting, forecasting, financial modeling, and business performance analysis.
· Demonstrated ability to translate financial analysis into recommendations and influence business decisions.
· Experience reviewing the work of junior team members and coaching early-career talent.
· Advanced Excel and financial modeling skills, with the ability to analyze and reconcile complex financial and operational data.
· Strong written and verbal communication, including the ability to explain results and recommendations to executive and non-finance audiences.
Preferred
· Insurance industry experience is highly preferred, including specialty insurance, warranty, credit, or MGA and program business.
· Understanding of insurance profitability drivers, reinsurance, and statutory and GAAP reporting concepts.
· Master’s degree, MBA, CPA, CMA, or CFA.
· Experience with planning and reporting tools such as Adaptive, Hyperion, Anaplan, or similar platforms; BI tools such as Power BI or Tableau; and ERP systems.
· Experience improving financial reporting and planning through automation, process standardization, and data visualization.
Core Competencies
· Analytical rigor and sound business judgment.
· Business partnership and influence across functions.
· Ownership, accountability, and attention to detail.
· Clear communication and actionable recommendations.
· Coaching, collaboration, and development of others.
· Ability to manage competing priorities in a fast-paced environment.
Work Location
This position is an on-site position based in our Jacksonville, Florida headquarters.