Financial Planning

2 weeks ago

Ormond Beach, FL, United States Foundation Risk Partners Full time

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Financial Planning & Analysis Manager to their team in the Central Florida area.

We're looking for a highly analytical and intellectually curious FP&A Manager who thrives in collaborative environments and can translate complex financial data into actionable insights for non-financial stakeholders. Insurance industry experience a plus but not required-what matters most is your ability to dive deep into data, ask the right questions, and communicate effectively across departments.

Key responsibilities:

  • Lead budgeting, forecasting, and variance analysis processes in partnership with Business Unit leaders.
  • Develop and maintain financial models to support strategic decision-making.
  • Analyze financial performance and identify trends, risks, and opportunities.
  • Present financial insights in a clear, compelling way to non-financial teams.
  • Collaborate cross-functionally to ensure alignment between financial plans and operational goals.
  • Support ad hoc analysis and special projects as needed.
  • Help improve FP&A processes and tools for better efficiency and accuracy.
Qualifications:
  • Bachelor's degree in Finance, Accounting, Economics, or related field.
  • 5+ years of experience in FP&A or related financial roles.
  • Strong analytical skills and intellectual curiosity-always asking "why" and "what if."
  • Excellent communication skills, especially with non-financial audiences.
  • Comfortable working in a fast-paced, hands-on environment.
  • Proficiency in Excel and financial planning tools (e.g., Adaptive Insights, Workday, etc.).
  • Experience working with senior leadership and cross-functional teams.
  • Self-starter with a proactive mindset.
  • Comfortable with ambiguity and problem-solving.
  • Collaborative and team-oriented.


Disclaimer:

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Equal Employment Opportunity (EEO):

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

Benefits:

FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays

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