What are the responsibilities and job description for the Manager, Financial Planning & Analysis position at World Insurance Associates, LLC.?
Job Description
Job Description
Summary
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.
Position Overview
Manager, Financial Planning & Analysis (FP&A) is a key leadership role responsible for driving financial strategy, business performance analysis, and decision support. This role will lead budgeting, forecasting, financial modeling, and business analytics to optimize financial outcomes. The ideal candidate will possess strong analytical skills, leadership experience, and the ability to communicate financial insights effectively to senior executives.
Key Responsibilities :
Financial Planning & Forecasting :
- Lead the annual budgeting and forecasting process, ensuring accuracy and alignment with business objectives.
- Develop and maintain financial models to support strategic decision-making.
- Monitor key financial metrics, trends, and variances to provide actionable insights.
- Collaborate with business units to improve financial performance and operational efficiencies.
Business Analysis & Strategy Support :
Reporting & Performance Management :
Leadership & Team Development :
Qualifications & Skills :
Preferred Qualifications :
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES :
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.
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