World Insurance Associates LLC
World Insurance Associates LLC is a comprehensive insurance agency offering both business and personal insurance products. They provide a wide range of services, including commercial insurance, personal insurance such as auto, home, and life insurance, as well as benefits and HR financial services like retirement and estate planning. The company serves various industries including construction, healthcare, hospitality, and transportation, ensuring tailored solutions for each sector. With a focus on personalized customer service, World Insurance Associates prioritizes protecting people and businesses with premium products and extensive industry knowledge. They also offer expert guidance, making it easier for clients to manage and protect their assets effectively.
Trucking & Transportation Insurance • Restaurant & Bar Insurance • Personal Lines Insurance • Business Insurance • Group Benefits
Manager, Financial Planning - Analysis
April 4
World Insurance Associates LLC
World Insurance Associates LLC is a comprehensive insurance agency offering both business and personal insurance products. They provide a wide range of services, including commercial insurance, personal insurance such as auto, home, and life insurance, as well as benefits and HR financial services like retirement and estate planning. The company serves various industries including construction, healthcare, hospitality, and transportation, ensuring tailored solutions for each sector. With a focus on personalized customer service, World Insurance Associates prioritizes protecting people and businesses with premium products and extensive industry knowledge. They also offer expert guidance, making it easier for clients to manage and protect their assets effectively.
Trucking & Transportation Insurance • Restaurant & Bar Insurance • Personal Lines Insurance • Business Insurance • Group Benefits
📋 Description
• Manager, Financial Planning & Analysis (FP&A) is a key leadership role • Lead budgeting, forecasting, financial modeling, and business analytics to optimize financial outcomes • Collaborate with business units to improve financial performance and operational efficiencies • Conduct deep financial analysis to support corporate strategy and growth initiatives • Prepare monthly, quarterly, and annual financial reports with key performance indicators (KPIs) • Foster collaboration between finance and other business functions
🎯 Requirements
• Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA preferred) • 7+ years of experience in financial planning & analysis, with at least 3+ years in a managerial role • Strong financial modeling and analytical skills • Expertise in budgeting, forecasting, and financial reporting • Advanced proficiency in Excel (e.g. Big Data Management, Essbase - SmartView), financial software (e.g., NetSuite), and ERP systems (e.g., SAP, Oracle) • Strong leadership, communication, and stakeholder management skills • Ability to work in a fast-paced environment and manage multiple priorities
🏖️ Benefits
• Equal Employment Opportunity • Diverse workplace that promotes collaboration and growth • Workplace accommodations for disabilities
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