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Financial Planning & Analysis Manager

Simply Business•Boston, MA
•Hybrid

About The Position

Simply Business is seeking an FP&A Manager to turn complex operational and financial results into actionable insights and partner with business leaders to support sound financial decisions and strategic goals. The role oversees the FP&A function, leads budgeting and forecasting, communicates financial performance to the business and senior audiences, and supports scenario planning and sensitivity analysis. It also serves as a finance partner to support and shared service teams and helps define metrics and KPIs. The manager will lead US operational improvements to FP&A systems and data processes, including automation, data consolidation, and planning process improvements using AI and other appropriate technology. The role collaborates with the Global Finance Change team on OneStream and related data infrastructure, ensures the reliability of financial data, and partners with senior functional leaders so operational decisions align with financial objectives. The position also manages the ongoing development, priorities, and work allocation of a senior analyst.

Requirements

  • Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
  • At least 7 years of experience working in an FP&A role.
  • Experience with Google Suite and Looker, OneStream, or other BI platforms or EPM systems.
  • Strong initiative and ability to thrive in a fast-paced environment.
  • Team-oriented approach and willingness to help wherever needed.
  • Ability to influence and collaborate with cross-functional teams.
  • Exceptional problem-solving skills and ability to turn data into clear, actionable insights.
  • Strong organization and attention to detail, with ability to manage multiple priorities.
  • Superior verbal and written communication skills, including presenting financial information to diverse audiences and senior executives.

Nice To Haves

  • Master’s degree (MBA) or relevant professional certification such as CFA or CPA.
  • Experience working for a property and casualty (P&C) insurance provider.

Responsibilities

  • Own the FP&A team’s end-to-end month-end process, ensuring key deliverables are timely and accurate; approve journals and prepare underlying booking support files when needed.
  • Lead preparation and consolidation of the annual operating budget and ongoing forecasts.
  • Prepare and present financial performance insights to the broader business, leadership team, and board.
  • Support the Director of FP&A and VP of Finance with scenario planning models and sensitivity analysis.
  • Partner with support and shared service teams, including People, Legal, and Engineering, on expense variance analysis and capitalization assessments.
  • Partner with Data & Analytics and other functions to define and implement metrics and KPIs tied to key financial levers.
  • Manage the development, daily priorities, and work allocation of the senior analyst on the team.
  • Identify and implement ways to automate financial reporting, consolidate data sources, and streamline planning using AI and other suitable technology.
  • Collaborate with the Global Finance Change team to implement and optimize OneStream and its associated data infrastructure.
  • Ensure financial data is accurate, consistent, and reliable across systems used for reporting and analysis.
  • Partner with senior functional leaders to align operational decisions with short- and long-term financial objectives.

Benefits

  • Medical, dental, vision, and prescription drug coverage through a group plan.
  • Short-term disability, long-term disability, and life insurance coverage.
  • Participation in the company bonus program.
  • 401(k) plan with a 5% employer match.
  • Commuter benefits for parking and public transit costs.
  • 25 days of vacation, 10 sick days, and 10 company holidays.
  • Investment in learning and development.
  • Regular team outings and volunteer opportunities.
  • Office space.
  • Hybrid working model with flexibility in how employees work.

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