Sr. Manager, FP&A

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

What You’ll Gain