Sr. FP&A Associate, Insurance Profitability

Role Overview

Supports financial planning, forecasting, and profitability analysis for the insurance business, with an emphasis on new products, programs, and business initiatives.

What You Will Do

Perform recurring financial analysis and reporting, evaluate pricing, sales proposals, incentive programs, and business cases, and identify trends and key profitability drivers.

Why It Might Be a Fit

4–6 years of experience in corporate finance, FP&A, profitability analysis, pricing, or a related financial analysis role, with experience preparing financial models, forecasts, management reports, variance analyses, or business cases.

Requirements

• 4–6 years of experience in corporate finance, FP&A, profitability analysis, pricing, or a related financial analysis role
• Experience preparing financial models, forecasts, management reports, variance analyses, or business cases
• Experience extracting, organizing, and analyzing financial and operational data using SQL, Python or a comparable data-querying or analytical tool
• Experience in financial services, insurance, automotive finance, banking, or a related industry preferred
• Experience using financial planning, profitability, or enterprise reporting systems preferred
• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field
• Advanced degree preferred
• Working knowledge of financial planning, forecasting, profitability analysis, and accounting principles
• Proficiency in financial modeling, variance analysis, and business-case development
• Ability to extract, analyze, and interpret financial and operational data using SQL/python or a comparable analytical tool
• Proficiency in Microsoft Excel and PowerPoint
• Ability to identify trends, evaluate profitability drivers, and communicate findings
• Ability to manage multiple priorities and collaborate with internal and external stakeholders
• Effective communication, organization, judgment, and attention to detail

Benefits

• Hybrid flexibility – 4 days in office, 1 day remote
• Vehicle perks – monthly vehicle allowance plus purchase and lease discounts
• Comprehensive health coverage – medical, dental, and vision plans
• Employer-funded HSA contributions to help reduce healthcare costs
• 401(k) with company match and immediate vesting from day one
• 100% company-paid life and disability insurance
• Wellbeing benefits including fitness and health resources
• Leadership programs and career development that support continuous learning
• Paid Volunteer Time Off and a company charitable donation in your honor