Manager, Financial Planning and Analysis

Job not on LinkedIn

🔥 11 minutes ago

🇺🇸 United States – Remote

💵 $109k - $175k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 1%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Relation Insurance Services

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🏗️ Construction

🏥 Healthcare

Consulting • Construction • Healthcare

Relation Insurance Services is a trusted partner in insurance brokerage, offering personalized solutions across various sectors. The company emphasizes building strong relationships based on trust and understanding client challenges, whether in personal or business contexts. With expertise in industries such as agribusiness, construction, finance, and technology, Relation Insurance Services leverages data-driven insights and long-term carrier relationships to navigate the complexities of insurance, ensuring clients feel safer and more in control of their insurance decisions.

📋 Description

• Provide projections, forecasts, and budgets for Relation business units • Review, revise, and improve financial modeling spreadsheets to increase monthly forecast accuracy • Own month-end closing tasks and support line-of-business financial reporting and ad hoc analysis • Serve as financial advisor to assigned departments on projected programs, objectives, and budgetary impacts • Lead development, analysis, and evaluation of departmental budgets and prepare related documents, reports, recommendations, supporting documentation, and impact analyses • Own and maintain rolling forecasts, new business, and retention calculations with clear KPI definitions and variance explanations • Communicate expected and actual financial results, assumptions, activities, and variances to stakeholders • Identify and analyze financial issues and recommend solutions affecting business objectives • Own and enhance capital plan forecasting, including acquisition and earn-out modeling, to determine equity and debt requirements and provide scenario-based funding recommendations • Prepare financial materials for Board of Directors and lender presentations • Support audit processes through accurate documentation and timely responses • Complete special projects, ad hoc analyses, and requests for financial information • Collaborate with accounting, finance, and compensation teams on recognition standards, compensation agreements, budgeting, and reporting • Participate in finance-led process improvement initiatives • May lead, mentor, and develop a team

🎯 Requirements

• Four-year degree in Accounting, Finance, Economics, Business, Statistics or other related field • Minimum 6 years of progression experience in financial analysis, business administration, general accounting, economic analysis, or a related discipline, with a strong accounting foundation • CPA a plus • Previous experience within an insurance brokerage, professional services, or financial services strongly preferred • Experience with Workday and Adaptive Planning preferred • Demonstrated experience effectively leading teams • Advanced proficiency in Excel and PowerPoint • Solid working knowledge of Word • Strong ability to work with financial systems and software, including adapting to new or alternative industry tools • Demonstrated expertise in bottom-up budgeting, forecasting, and complex financial modeling, including customer, product, and line-of-business profitability analysis • Proven ability to perform in-depth revenue analysis, incorporating market conditions, new and lost business, producer incentives, and compensation structures • Strong analytical, mathematical, and critical-thinking skills • Ability to independently analyze financial results, prepare detailed schedules, and deliver comprehensive financial analyses and ad hoc projects • Ability to prepare, present, and clearly communicate complex financial information, both written and verbal, to senior leadership and diverse stakeholders • Highly detail-oriented, with strong control awareness and a commitment to accuracy, timeliness, and confidentiality • Effective at prioritizing multiple projects and deadlines while operating in a fast-paced, matrixed environment • Excellent interpersonal, relationship-management, problem-solving, and time-management skills • Ability to work cross-functionally at all levels as both a self-starter and collaborative team member

🏖️ Benefits

• Competitive pay • Family health and wellness programs • 401K • Employee assistance programs • Paid time off • Paid holidays • Career advancement and development opportunities • Discretionary annual incentive program, subject to program rules and individual and organizational performance

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