What are the responsibilities and job description for the FP&A Analyst position at NavSav Insurance?
About The Job
The FP&A Analyst is a key contributor within the Finance team, responsible for supporting strategic decision-making through financial planning, analysis, and reporting. This role partners closely with business leaders to drive performance, improve visibility into key metrics, and support profitable growth across the organization.
The FP&A Analyst will play a critical role in developing forecasts, analyzing financial performance, and ensuring alignment between operational initiatives and financial outcomes.
Primary Responsibilities
The FP&A Analyst is a key contributor within the Finance team, responsible for supporting strategic decision-making through financial planning, analysis, and reporting. This role partners closely with business leaders to drive performance, improve visibility into key metrics, and support profitable growth across the organization.
The FP&A Analyst will play a critical role in developing forecasts, analyzing financial performance, and ensuring alignment between operational initiatives and financial outcomes.
Primary Responsibilities
- Develop and maintain financial models to support forecasting, budgeting, and long-term planning
- Analyze monthly financial results and performance against budget, forecast, and prior periods
- Provide insights into revenue trends, margin performance, and expense management
- Partner with business leaders to evaluate initiatives and support strategic decision-making
- Support the annual budgeting process and rolling forecasts across departments
- Identify opportunities to improve financial performance and operational efficiency
- Prepare executive-level reporting and presentations for leadership (CEO, CFO, etc.)
- Monitor key performance drivers and provide actionable recommendations
- Assist with financial due diligence related to growth initiatives and acquisitions
- Drive consistency and accuracy in financial reporting and data integrity
- Forecast accuracy (revenue, margin, and expenses)
- Timeliness and quality of reporting and analysis
- Identification of cost savings or revenue optimization opportunities
- Quality of financial insights driving business decisions
- Support of EBITDA growth and margin improvement
- 2–5 years of experience in Financial Planning & Analysis, Finance, or Corporate Accounting
- Strong financial modeling and analytical skills (Excel required; advanced modeling preferred)
- Experience working with large datasets and financial systems (ERP/BI tools preferred)
- Ability to translate financial data into clear, actionable insights
- Strong attention to detail and commitment to accuracy
- Proven ability to manage multiple priorities in a fast-paced environment
- Strong communication skills with ability to interact effectively with senior leadership
- Bachelor’s degree in Finance, Accounting, Economics, or related field