Financial Planning & Analysis Senior Manager

Confie•Dallas, TX

3h•$145,000 - $165,000

About The Position

Lead planning, reporting, and alignment of financial goals for the US Non-Standard Insurance Retail business. Work closely with the Senior Director of FP&A and guide the team and company through annual budgeting and quarterly forecasting, monthly financial reporting, and analysis of business performance. Serve as a key financial business partner to leaders throughout the company.

Requirements

Bachelor's degree in Finance or Accounting.
At least 5 years of experience in a Financial Analytics role.
Exceptional critical-thinking and problem-solving skills.
Experience with full P&L budgeting and forecasting.
Advanced Excel skills, including in-depth business analytics and financial modeling.
Strong understanding of the P&L and ability to relate business and client decisions to P&L impacts.
Ability to track and prioritize multiple simultaneous tasks.

Nice To Haves

Knowledge of a visualization tool such as Tableau.

Responsibilities

Lead development of full P&L and other non-P&L financial forecasts and budgets, using trends, business decisions, sales input, and collaboration with cross-functional business partners.
Partner with business leaders to build and improve business analytics and connect key metrics to financial performance.
Act as the primary FP&A liaison for assigned areas of responsibility.
Prepare monthly financial reports for management.
Create ad hoc analyses to inform business strategy, improve efficiency, and maximize ROI.
Identify opportunities to improve processes and streamline budget and forecast cycles.
Work with Accounting during month-end, summarize performance, and determine impacts on future forecasts.

Benefits

Comprehensive medical, dental, vision, and life insurance.
Performance-based bonuses.
Paid time off.
Flexible work options, including remote and hybrid opportunities if eligible.
401(k) retirement plan with company-matched contributions.
Education advancement for employees and qualified dependents through the Confie Enablement Scholarship Fund.
Fitness reimbursement of up to $15 per month for gym memberships.
Inclusive workplace with a commitment to Diversity, Equity, and Inclusion.
Employee Assistance Program offering confidential support at no cost.
Optional plans for disability, hospital indemnity, health advocate program, universal life, critical illness, accident insurance, and pet insurance.