Financial Planning and Analysis Manager

Job Summary

Managing financial projections and budgets, the full-time salaried Financial Planning and Analysis Manager will enhance financial modeling accuracy, oversee month-end closing tasks, and support line-of-business financial reporting while working remotely.

Key responsibilities

• Leads the development and evaluation of departmental budgets, providing fiscal guidance and preparing supporting documentation
• Owns and maintains rolling forecasts and business calculations, ensuring clear KPI definitions and transparent variance explanations
• Prepares financial materials for Board presentations and supports audit processes through accurate documentation and timely responses

Required qualifications

• Four-year degree in Accounting, Finance, Economics, Business, Statistics, or a related field
• Minimum 6 years of experience in financial analysis, business administration, or a related discipline
• Previous experience within an insurance brokerage or financial services preferred
• Advanced proficiency in Excel and PowerPoint, with strong financial systems knowledge
• Demonstrated expertise in budgeting, forecasting, and complex financial modeling