FP&A Manager | Insurance

This role is responsible for leading core financial planning and analytical activities within a specialty insurance organization. Reporting directly to the senior finance leader, the Manager of Financial Planning & Analysis serves as a strategic partner to leadership by delivering forward-looking insights through modeling, forecasting, and performance analysis. The position has primary ownership of ongoing financial analysis, management reporting, and planning processes that support business decision-making.

Onsite in Bradenton, FL -- 4-5 days/week

Key Responsibilities

• Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.
• Lead the development and maintenance of annual operating plans, rolling forecasts, and long-range financial models.
• Track financial performance against plan and forecast, identifying drivers of variance and emerging trends.
• Own the monthly forecasting cycle, including sensitivity and scenario analysis to assess business outcomes.
• Design and maintain financial models to evaluate strategic initiatives, leveraging advanced spreadsheet techniques and data extracted from financial and reporting systems, with a focus on increasing efficiency and automation.
• Partner in the implementation and ongoing use of business intelligence tools and dashboard reporting.
• Interpret complex financial data and translate findings into clear insights for executive and operational stakeholders.
• Produce recurring management reports and presentations for internal leadership and external parties as needed.
• Support data preparation and reporting requirements related to external partners, including rating organizations and risk transfer counterparts.
• Collaborate with accounting and tax functions during period-end close activities to ensure alignment between actual results and forecasts.
• Contribute to special analyses and cross-functional projects as business needs arise.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, or a related business discipline.
• 2–5 years of experience in financial planning and analysis, with exposure to insurance or financial services environments strongly preferred.
• Advanced proficiency in Excel-based financial modeling; experience working with ERP platforms and business intelligence or reporting tools.
• Strong analytical foundation with a solid understanding of financial statements, budgeting, and forecasting methodologies.
• Demonstrated ability to communicate complex financial concepts clearly through written, verbal, and presentation formats.
• Highly collaborative approach with the ability to partner effectively across functions.
• Proven problem-solving skills with sound judgment and attention to detail.
• Exceptional organizational and time management capabilities, with the ability to manage multiple priorities simultaneously.