Analyze historical and current financial data to assess performance and understand key business drivers
Monitor actual results against budget and forecast, identifying and explaining key variances and trends
Support monthly and quarterly forecasting processes, including data collection, validation, and consolidation
Build, maintain, and enhance financial models to support forecasting and business decision-making
Prepare recurring and ad hoc financial reports and presentations for management review
Assist in the development, tracking, and analysis of key performance indicators (KPIs) and benchmarks
Analyze financial and operational processes to identify risks, trends, and opportunities for improvement
Support operating and capital expenditure tracking and related financial reporting
Work with financial systems, databases, and data warehouses to extract, validate, and transform data
Partner with senior FP&A team members and cross-functional stakeholders to support planning and analysis initiatives
Contribute to the continuous improvement and automation of financial reporting and planning tools

Bachelor’s degree in Finance, Accounting, Economics, Statistics, or a related field
Progress toward CFA, CPA, or an advanced degree preferred
1-3 years of financial analysis experience preferred; strong entry-level candidates will be considered
Property & casualty insurance experience a plus
Strong understanding of Generally Accepted Accounting Principles (GAAP) and Statutory Accounting Principles (STAT)
Demonstrated ability to analyze and interpret financial statements and key performance drivers
Experience supporting budgeting, forecasting, and variance analysis activities
Advanced proficiency in Excel and PowerPoint, including financial modeling and presentation development
Ability to work with large datasets and perform detailed analytical reviews
Familiarity with financial systems and planning tools; Workday and Adaptive Planning experience preferred
Detail-oriented, dependable, and proactive in identifying issues and recommending solutions
Strong written and verbal communication skills, with the ability to clearly explain analyses and results
Strong organizational skills and ability to manage multiple priorities and deadlines in a fast-paced environment
Experience supporting state expansion or regulatory-driven initiatives in the property & casualty insurance industry preferred

FP&A Analyst

Key skills