Job Description

A rapidly expanding organization in the insurance and financial services industry is leveraging advanced technology and data-driven insights to transform the customer experience. The company operates from offices in both Florida’s Space Coast and the Dallas metro area, fostering a culture built on innovation, collaboration, and performance excellence.

The Senior Manager of Financial Planning & Analysis (FP&A) will serve as a key strategic partner within the finance team, responsible for driving forecasting accuracy, financial modeling, and analytical insights that guide executive decision-making. This role requires a hands-on leader who can balance strategy with execution in a dynamic, fast-paced environment.

This role is onsite in Irving, TX - relocation assistance employer provided (if not already local)

Key Responsibilities

• Lead financial planning and forecasting processes, ensuring accurate and timely budgets, forecasts, and long-range plans.
• Build, refine, and maintain detailed financial models focused on revenue, expenses, and profitability using tools such as Vena or equivalent systems.
• Develop and deliver management reporting, including KPI dashboards, variance analyses, and performance summaries using Power BI and other analytics platforms.
• Provide strategic insights through analysis of financial results, identifying trends, risks, and opportunities to drive business decisions.
• Partner with cross-functional teams to align financial goals with operational and strategic initiatives.
• Support corporate growth objectives, including expansion projects, new product development, and capital planning.
• Identify and implement process improvements to enhance forecasting accuracy, reporting efficiency, and financial transparency.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline required. Advanced credentials such as MBA, CPA, CPCU, or CFA preferred.
• Minimum of 4 years of FP&A experience, including at least 2 years in a leadership or management capacity.
• Prior experience within the insurance, reinsurance, or broader financial services industry is highly desirable.
• Advanced proficiency in Excel and financial modeling, with experience in Power BI, Vena, or similar planning platforms.
• Strong understanding of US GAAP and statutory reporting standards.
• Experience with NetSuite or similar ERP systems is a plus.

What You’ll Gain

• The opportunity to influence strategic financial decisions within a technology-driven insurance organization.
• A collaborative environment that values initiative, analytical rigor, and continuous learning.
• Professional growth through exposure to cross-functional initiatives and evolving business strategies.

Job Tags

Similar Jobs