Financial Planning & Analysis Manager

Summary

Join World Insurance Associates as a Manager, Financial Planning & Analysis (FP&A)! This key leadership role drives financial strategy, business performance analysis, and decision support. You will lead budgeting, forecasting, financial modeling, and business analytics. The ideal candidate possesses strong analytical skills, leadership experience, and effective communication. This position offers the opportunity to work from one of our multiple offices. World Insurance Associates is a rapidly growing insurance broker with over 2,200 employees and over 260 offices across North America.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 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

Responsibilities

• 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
• Lead scenario planning and sensitivity analysis to assess business risks and opportunities
• Prepare monthly, quarterly, and annual financial reports with key performance indicators (KPIs)
• Present financial results and insights to executive leadership and stakeholders
• Ensure timely and accurate financial reporting while identifying opportunities for process improvements
• Work closely with accounting teams to align financial reporting and analysis
• Foster collaboration between finance and other business functions
• Drive continuous improvement in FP&A processes, tools, and technologies

Preferred Qualifications

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