Manager, Financial Planning & Analysis

DOXA Insurance Holdings•Fort Wayne, IN

7d•Hybrid

About The Position

The Manager, Financial Planning and Analysis role is responsible for the oversight, management, and on-time delivery of corporate and business unit financial data, deliverables, and analysis. This role leverages financial, operational, and data-driven insights to inform Finance Leadership on key trends, risks, and opportunities in support of the firm’s long-term strategic objectives. The Manager is accountable to lead the FP&A team towards on-time monthly and quarterly close-related reporting, data integrity and reconciliation, and the standardization and execution of the quarterly forecasting and annual budget process. This role also supports the development and maintenance of standardized financial reporting deliverables and templates, as well as robust working capital and cash flow forecasting models that provide clear visibility into liquidity and balance sheet trends. Additionally, the Manager advances consistent, decision-oriented financial packages for leaders across all DOXA entities and functions to support their respective growth and margin initiatives. Responsibilities include ad-hoc cost-benefit and ROI analyses, cash flow modeling, Board material preparations, and other reporting needs as required.

Requirements

Education/Certification: Bachelor’s Degree in Finance Required
Experience: Minimum five years of financial analysis experience
Minimum 1-2 years’ experience in team management
Knowledge: Knowledge of insurance industry preferred
Knowledge of project management tools and processes
Skills/Abilities: Intermediate proficiency in MS Office
Proficiency in Power BI preferred
Strong written and verbal communication skills.
Strong time management skills
Ability to juggle multiple requests and meet deadlines
Strong presentation skills in small and large group settings
Ability to exercise discretion and maintain confidentiality
Travel: < 10% domestic travel required.

Nice To Haves

Knowledge of insurance industry preferred
Proficiency in Power BI preferred

Responsibilities

Develop and maintain financial models, performance analysis, and forecasts for DOXA corporate and related entities
Manage FP&A team around timelines, reconciliations, day-to-day questions and HR needs, capacity / workload management
Identify and effectively communicate key drivers of business results including both risks and opportunities in the forecast and budget on an entity level basis
Assist in building and maintaining a robust working capital forecast, including ongoing monitoring and analysis of trends in receivables, payables, and other key balance sheet drivers to support liquidity and operational decision-making
Support the development and enhancement of a dynamic cash flow forecasting model and liquidity management dashboard, providing clear visibility into short- and long-term cash positions and informing capital allocation and risk management decisions
Provide quantitative, decision-oriented analysis that supports achievement of corporate goals
Prepare presentations and financial reports for diverse audiences including executive leadership and private equity partners
Support profitable growth by standardizing and automating systems and processes
Support annual budgeting process, quarterly forecasting process and quarterly business reviews across business units
Collaborate with data team and underwriting team to advance business financial analysis and data insights
Relationship and Network Build partnerships and maintain strong relationships with P&L business unit and vertical leaders and their teams
Partner with Accounting on reported financial results and shared responsibilities such as corporate expense allocations
Collaborate with cross-functional leaders to drive solutions to complex problems
Leadership Inspire trust through superior financial business acumen, problem solving and growth mindset
Exceed expectations by holding self and others accountable for delivery of results
Thought leader for best practices in financial analysis and planning