Financial Planning and Analysis Manager
21 hours ago
American Integrity Insurance is a premier writer of homeowners insurance, serving over 280,000 customers and represented by over 1,000 independent agents. Our company culture is built on six core values: integrity, commitment, teamwork, humility, passion, and fun.
A Day in the LifeAs a team, we strive to provide home insurance solutions to our policyholders, working together to achieve greater heights each day. Our mission is to provide reliable, customer-centric homeowners insurance and pay claims in a timely manner when our customers suffer a loss, all with integrity.
Job SummaryWe are seeking a Financial Planning and Analysis Manager to assist with the planning and execution of our FP&A function. The successful candidate will be responsible for consolidating annual budgets, conducting financial forecasts, preparing various analyses, and assisting with the creation of financial packages for senior management and the Board of Directors.
Key Responsibilities- Assist with the preparation of monthly financial packages for senior management and quarterly financial packages
- Prepare presentations to the Board of Directors
- Plan, prepare, and analyze consolidated budgets and reforecast for entire Income Statement and Balance Sheet for multiple Insurance Companies and Operating Companies
- Ensure accuracy and integrity of department and consolidated results compared to actuals through analytical reviews and discussion with business partners
- Prepare ad hoc requests for senior management and assist with special projects as needed
- Bachelor's Degree in Accounting, Business, or related field from a four-year institution
- 2-5 years of experience in an FP&A role, with background or familiarity in property insurance preferred
- Advanced Excel skills, Outlook, Word, PPT, or other presentation tool, and ability to drive process improvements and develop analytical/reporting tools
- SQL querying skills preferred, but not required
- Solid organizational skills and ability to balance multiple priorities, excellent communication skills, and ability to present complex information in a clear and concise manner
The Financial Planning and Analysis Manager will work in a normal business office environment, with occasional movement to access file cabinets, office machinery, or communicate with coworkers. The role is on-site in our headquarters in Tampa, FL, with no travel required.
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