What are the responsibilities and job description for the Financial Planning and Analysis Manager position at Conexus Recruiting?
Our client is 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.
