Financial Planning and Analysis Manager

We are seeking a skilled and proactive Manager of Financial Planning and Analysis (FP&A) for a fast-growing, private equity-backed insurance firm specializing in unique insurance solutions and underwriting partnerships. In this role, you will support the financial strategy, contribute to key business functions, and provide data-driven insights that help drive growth across the U.S. and European markets. The ideal candidate will have a strong foundation in financial modeling and strategic analysis, with excellent collaboration skills.

Key Responsibilities:

Strategic Analysis & Forecasting:

• Collaborate with Corporate Development, Sales, Marketing, Underwriting, Tech, and Product teams to develop and maintain financial forecasts.
• Conduct detailed financial analysis to support business decisions and initiatives.
• Financial Modeling & Scenario Analysis:
• Build and improve financial models tailored to the insurance industry, including sensitivity and scenario analysis.
• Create and maintain a three-way financial statement model to support decision-making for senior leadership.

Stakeholder Collaboration & Communication:

• Serve as a liaison between the CFO, operational teams, and senior executives, providing insights and actionable recommendations.
• Regularly communicate with key stakeholders, aiming to enhance EBITDA through data-driven strategies.

Reporting & Analysis:

• Assist in preparing materials for monthly financial reviews and board presentations.
• Support acquisition activities by ensuring accurate financial reporting and managing data in acquisition data rooms.

Requirements:

• Proven experience in FP&A or similar roles, ideally within insurance, financial services, or a private equity-backed environment; an investment banking background is a plus.
• Strong financial modeling skills, including scenario and sensitivity analysis experience.
• Excellent analytical and communication skills for presenting complex financial data to executives.
• Collaborative and adaptable, with a high level of initiative.

This is a great role for an FP&A professional eager to make a meaningful impact within a high-growth, dynamic company. We invite applications from individuals ready to contribute to our ambitious expansion and success in the insurance industry.