FP&A Associate II

Key Responsibilities:

Analyze financial results and explain key drivers, trends, and risks to support business decision-making

Support annual budgeting, quarterly forecasting, and long-range planning processes in partnership with finance and business leadership

Prepare financial reporting and materials for leadership presentations, board reporting, and executive communications

Perform unit cost, product, pricing, expense, and profitability analysis

Partner cross-functionally with accounting, underwriting, operations, and business teams to support ongoing initiatives

Contribute to financial reporting accuracy through analysis, reconciliation support, and understanding of underlying accounting activity

Support strategic growth initiatives and provide ad hoc financial analysis as needed

Core Competencies (Skills, Knowledge and Abilities):

Strong understanding of accounting principles, financial statements, and expense management concepts

Knowledge of budgeting, forecasting, and variance analysis

Advanced analytical and critical thinking skills with the ability to interpret complex financial data

Proficiency in Microsoft Excel, including advanced formulas, pivot tables, and data analysis

Strong communication skills with the ability to translate financial results for non-financial stakeholders

Ability to collaborate effectively across accounting, finance, and business teams

Strong problem-solving skills with a continuous improvement mindset

Ability to manage multiple priorities and meet deadlines in a fast-paced environment

Minimum Requirements

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

2+ years of experience in accounting, FP&A, financial analysis, or a related finance role

Advanced Excel proficiency

Strong analytical, organizational, and problem-solving skills with close attention to detail

Preferred Qualifications

Experience in financial planning and analysis, forecasting, or budgeting

Experience in insurance or financial services industry

Public accounting or audit background

Experience with financial modeling and data analysis tools

Demonstrated curiosity, initiative, and desire to grow within a new or evolving business line