Financial Planning and Analysis Analyst

Accuserve Solutions Inc•Denver, CO

6h•Hybrid

About The Position

The FP&A Analyst supports financial visibility and strategic decision-making across a fast-paced third-party administrator specializing in insurance claims and home renovation services. This role is responsible for budgeting, forecasting, financial modeling, and performance analysis related to claims volume, project revenue, and operational efficiency. The ideal candidate combines strong analytical skills with business acumen and can translate financial data into actionable insights for leadership across operations, sales, and finance.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field required
2+ years of experience in FP&A, corporate finance, or related role required
Strong financial modeling capabilities
Ability to analyze complex data and deliver clear, actionable financial insights
Advanced proficiency with Microsoft Excel and proficiency with other Microsoft Office tools
Strong interpersonal skills with the ability to challenge, influence and engage senior stakeholders
Collaborative, results-driven mindset with flexibility in a fast-paced environment
Able to work independently to research, analyze, synthesize and present complex qualitative and quantitative data clearly
Strong organizational/administrative management skills, with the proven ability to work effectively under pressure, and manage multiple projects and assignments under tight deadlines
Reliable high-speed home broadband (minimum 25 Mbps download / 10 Mbps upload) with ability to connect via Ethernet, required for remote workdays

Nice To Haves

Experience in insurance, construction, home services, or project-based industries preferred

Responsibilities

Develop and maintain annual budgets and rolling forecasts, incorporating claims volume trends, seasonality (e.g., storm events), and project pipelines.
Partner with operations and sales leaders to forecast revenue tied to insurance claims, supplements, and construction project timelines.
Build scenario models to assess the financial impact of catastrophe (CAT) events, labor fluctuations, and material cost changes.
Analyze monthly financial results, including revenue, gross margin, and project profitability.
Track key business drivers such as: Claims intake and conversion rates, Average job value and supplement frequency, Cycle time from claim to project completion.
Identify trends, risks, and opportunities; provide recommendations to improve profitability and operational efficiency.
Prepare monthly and quarterly financial reporting packages for senior leadership.
Develop dashboards and KPIs for business units (claims administration, field operations, construction).
Support variance analysis (budget vs. actuals vs. forecast) with clear, actionable commentary.
Collaborate cross-functionally with operations, finance, and executive leadership to support decision-making.
Provide financial support for pricing strategies, vendor negotiations, and staffing models.
Assist in evaluating new market expansion opportunities and service line profitability.
Enhance financial models and reporting tools to improve accuracy and efficiency.
Support implementation and optimization of financial systems, ERP, and BI tools.
Drive standardization of reporting across regions and departments.
Other duties as assigned.