FP&A Analyst

Markel • Richmond, VA

23h

About The Position

The FP&A Analyst supports financial planning and analysis activities and provides insights, solutions, and services that help internal business partners make informed decisions. The role supports annual budgeting and quarterly forecasting, builds and maintains financial models, contributes to incentive compensation activities, identifies and pilots analytical and AI tools, and produces clear, actionable reporting. Success requires strong analytical thinking and communication skills. Travel to other Markel offices and conferences may be required.

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.
• Strong verbal and written communication skills, including the ability to present data and insights clearly to audiences at all levels.
• Strong Excel and data manipulation skills.
• Ability to deliver outstanding customer service.
• Organization and ability to multitask.
• Adaptability and comfort with a fast pace and shifting priorities.
• Self-starter who proactively identifies opportunities for improvement and takes initiative.
• US work authorization; Markel does not provide visa sponsorship now or in the future.

Nice To Haves

• MBA or pursuit of an MBA.
• CPCU or other industry designation.
• Curiosity and interest in applying AI and automation tools to streamline analysis and reporting.
• Experience using reporting tools such as Power BI to improve the customer experience.

Responsibilities

• Support the 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 output.
• Analyze insights on 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 broader organizational reporting needs to increase visibility of 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.
• Optional disability insurance.
• Optional AD&D insurance.
• 401(k) with employer match contributions.
• Employee Stock Purchase Plan.
• Paid time off (PTO).
• Corporate holidays and floating holidays.
• Parental leave.
• May be eligible to participate in the company’s annual incentive plan.

What This Job Offers

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