Manager - Financial Planning & Analysis

February 20

Apply Now

Receive Emails with Similar Jobs

World Insurance Associates LLC

WebsiteLinkedInAll Job Openings

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

1001 - 5000 employees

Founded 2012

💸 Finance

⚕️ Healthcare Insurance

🚗 Transport

📋 Description

• 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. • 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. • Conduct deep financial analysis to support corporate strategy and growth initiatives. • Provide financial insights to leadership for decision-making, including investment analysis and cost optimization. • Evaluate new business opportunities, M&A prospects, and strategic partnerships from a financial standpoint. • Prepare monthly, quarterly, and annual financial reports with key performance indicators (KPIs). • Present financial results and insights to executive leadership and stakeholders.

🎯 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. • Experience in Insurance • Strong understanding of data visualization tools (e.g., Power BI, Tableau). • Proven track record of influencing business decisions through financial insights.