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.