Financial Planning and Analysis Senior Manager

Fortegra • Jacksonville, FL

4d • Onsite

About The Position

The Senior Manager of FP&A leads assigned planning and performance management workstreams and serves as the primary finance partner to designated businesses or functions. Reporting to the VP, FP&A, this hands-on role owns forecasts, analyzes business performance, and develops recommendations that support management decisions. The Senior Manager also reviews the Financial Analyst’s work and coaches a Leadership Development Program (LDP) participant.

The position is based on-site at Fortegra’s Jacksonville, Florida headquarters. Fortegra is a specialty insurance company and services provider that partners with distribution partners, MGAs, and program administrators to deliver insurance solutions and services.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Typically 4–6 or more years of progressive FP&A or finance experience, including independent ownership of planning workstreams and business relationships.
• Direct experience leading budgeting, forecasting, financial modeling, and business performance analysis.
• Demonstrated ability to translate financial analysis into recommendations and influence business decisions.
• Experience reviewing the work of junior team members and coaching early-career talent.
• Advanced Excel and financial modeling skills, with the ability to analyze and reconcile complex financial and operational data.
• Strong written and verbal communication, including the ability to explain results and recommendations to executive and non-finance audiences.

Nice To Haves

• Insurance industry experience is highly preferred, including specialty insurance, warranty, credit, or MGA and program business.
• Understanding of insurance profitability drivers, reinsurance, and statutory and GAAP reporting concepts.
• Master’s degree, MBA, CPA, CMA, or CFA.
• Experience with planning and reporting tools such as Adaptive, Hyperion, Anaplan, or similar platforms; BI tools such as Power BI or Tableau; and ERP systems.
• Experience improving financial reporting and planning through automation, process standardization, and data visualization.

Responsibilities

• Own assigned components of the annual operating plan, reforecast, and monthly performance reviews, including timelines, assumptions, models, and final deliverables.
• Serve as the primary FP&A partner for assigned businesses or functions, investigating performance drivers and constructively challenging assumptions.
• Analyze actual results against budget, forecast, and prior year; identify risks and opportunities and recommend practical actions.
• Develop financial models, profitability analyses, and scenarios; support multiyear planning and evaluation of growth initiatives, new programs, and investments.
• Partner with Accounting, Actuarial, Underwriting, and Claims to validate assumptions and analyze relevant insurance and operating metrics, including premiums, loss and expense ratios, fee income, and reinsurance impacts.
• Prepare executive and board reporting materials with clear explanations of results, trends, and business implications.
• Lead assigned cross-functional projects and improve reporting efficiency, forecast models, data accuracy, documentation, and cross-training.
• Review the Financial Analyst’s work, provide constructive feedback, and coach the LDP participant through meaningful assignments.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior