Financial Planning & Analysis Senior Manager

Confie•Dallas, TX

22h

About The Position

Lead financial 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, quarterly forecasting, and monthly financial reporting. Provide insights and analytics on business performance and serve as a key financial business partner to leaders throughout the company. The role includes developing P&L and non-P&L forecasts and budgets, partnering with business leaders to improve analytics, preparing management reporting, and producing ad hoc analyses to support strategy, efficiency, and return on investment. The position also works with Accounting during month-end to summarize results and assess their impact on future forecasts, while identifying ways to improve and streamline planning processes.

Requirements

Bachelor’s degree in Finance or Accounting.
Minimum 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 connect business or 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 non-P&L financial forecasts and budgets, using trends, business decisions, sales input, and cross-functional business partner input.
Partner with business leaders to build and improve business analytics and connect key metrics to financial performance.
Serve as the primary FP&A liaison for assigned areas of responsibility.
Prepare monthly financial reporting for management.
Create ad hoc analyses to support business strategy, improve efficiency, and maximize ROI.
Identify opportunities to improve processes and streamline budget and forecast cycles.
Work with Accounting during month-end to summarize performance and determine how results affect future forecasts.

Benefits

Comprehensive medical, dental, vision, and life insurance benefits.
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.
Commitment to diversity, equity, and inclusion.
Employee Assistance Program offering confidential personal or professional support at no cost.
Optional plans for disability, hospital indemnity, health advocate program, universal life, critical illness, accident insurance, and pet insurance.