FP&A Analyst
About The Position
As an FP&A Analyst at Markel, you will support a broad range of financial planning and analysis activities, delivering insights, solutions, and services that help internal business partners make informed decisions. You will turn financial data into insights that guide business decisions and work with partners across the organization. The role supports annual budgeting and quarterly forecasting, develops and maintains financial models, contributes to incentive compensation, and produces clear, actionable reporting. You will also explore and pilot analytical and AI tools, help improve analysis and reporting processes, and provide financial performance visibility to the broader organization. Success requires strong analytical thinking and excellent communication skills.
Requirements
- Bachelor's degree in finance or a related discipline.
- 1–3 years of related experience or applicable internships.
- Foundational knowledge of corporate finance, budgeting, and forecasting principles.
- Understanding of financial processes and systems.
- Strong analytical and critical-thinking skills, including the ability to translate complex data into actionable insights.
- Financial consulting and analysis skills, including the ability to assess needs, identify issues, recommend alternatives, and implement change.
- Curiosity and interest in applying AI and automation tools to streamline analysis and reporting.
- Strong Excel and data manipulation skills.
- Strong verbal and written communication skills, including the ability to clearly present data and insights to audiences at all levels.
- Ability to deliver outstanding customer service.
- Organized, with the ability to multitask.
- Adaptable and comfortable with a fast pace and shifting priorities.
- Self-starter who proactively identifies opportunities for improvement and takes initiative.
- US work authorization is required; Markel does not provide visa sponsorship for this position now or in the future.
Nice To Haves
- MBA or pursuit of an MBA.
- CPCU or other industry designations.
- Experience using reporting tools such as Power BI to improve the customer experience.
Responsibilities
- Support compilation and analysis of the annual budget and quarterly forecast.
- Produce clear reports summarizing financial results, issues, and recommendations.
- Develop and maintain models and tools to support effective and efficient analysis.
- Provide decision support through value-added analysis and financial insights.
- Work with business partners to understand financial data, confirm assumptions, and validate analytical outputs.
- Analyze insights related to competitor and industry analysis workflows.
- Identify and pilot analytical and AI tools, such as Copilot, Claude, and Power Query, to improve the speed and quality of data analysis and reporting.
- Support reporting needs across the broader organization to increase visibility into financial performance.
- Identify, recommend, and implement continuous process improvements.
- Document standard processes and process flows.
- Participate in ad hoc initiatives as they arise.
- Travel to other Markel offices, conferences, and other locations as required.
Benefits
- Multiple health insurance plan options
- Multiple dental insurance plan options
- Multiple vision insurance plan options
- Optional life insurance
- Disability insurance
- AD&D insurance
- 401(k) with employer match contributions
- Employee Stock Purchase Plan
- PTO
- Corporate holidays and floating holidays
- Parental leave
- May be eligible to participate in the Company's annual incentive plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
