Financial Analyst

AGIA Affinity; Fort Wayne (IN); Hybrid; USD 55,000 - 90,000; Full time

Benefits offered by this job

Vacation and sick compensation

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) with matching

Job summary

DOXA Insurance Holdings in Fort Wayne, IN is seeking an FP&A Analyst to support monthly reporting, forecasting, budgeting and business analysis across multiple business units. This early-career finance role offers exposure to executive reporting and strategic decision-making within a growing organization.

The analyst will work with finance leadership to maintain models, prepare reporting packages, analyze performance, and identify trends to inform decisions.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• 0-3 years of FP&A or related analytical experience; internship is a plus.
• Strong analytical, communication, and problem-solving skills.

Responsibilities

• Assist with monthly financial reporting, including P&L, metrics, and dashboards.
• Prepare variance analyses comparing actuals to budget/forecast.
• Support quarterly forecasting and annual budgeting processes.
• Maintain and update financial models for forecasting and planning.
• Assist in executive reporting packages and management presentations.
• Analyze data to identify trends, opportunities, and concerns.
• Support KPI reporting and ensure consistency across reports.
• Collaborate with accounting and business teams to validate results.
• Assist with ad hoc reporting and finance initiatives.
• Participate in process improvements and reporting automation.

Skills

Financial analysis

Excel

PowerPoint

Forecasting

Variance analysis

Data visualization

Communication

Attention to detail

Education

Bachelor's degree in Finance, Accounting, Economics, Business, or related field

Tools

Power BI

ERP systems

Microsoft Excel

Job description

Description

About Us

DOXA is an award-winning specialty insurance platform that acquires and develops niche-market insurance program administrators, underwriting companies, and distribution partners including MGAs, MGUs, brokers, and direct-to-consumer operators. We provide centralized sales, marketing, underwriting, and operational support that helps our companies unlock their full growth potential.

With hundreds of specialty insurance programs and partnerships and more than 20,000 agent and broker relationships nationwide, DOXA continues to experience significant growth. We are looking for motivated professionals who want to develop their careers while contributing to a fast-paced, entrepreneurial environment.

Position Summary

The Financial Planning & Analysis (FP&A) Analyst will support the Finance team in delivering financial reporting, forecasting, budgeting, and business analysis across multiple business units. This role is an excellent opportunity for an early-career finance professional to gain exposure to executive reporting, business performance analysis, and strategic decision-making within a rapidly growing organization.

The FP&A Analyst will work closely with finance leadership and business partners to help maintain financial models, prepare reporting packages, analyze business performance, and identify trends that support operational and financial decisions. The ideal candidate is analytical, detail-oriented, intellectually curious, and eager to learn.

Key Responsibilities

• Assist with monthly financial reporting, including P&L reporting, operational metrics, and performance dashboards
• Prepare and analyze variance reports comparing actual results to budget, forecast, and prior-period performance
• Support quarterly forecasting and annual budgeting processes
• Maintain and update financial models used for forecasting and business planning
• Assist in the preparation of executive reporting packages and management presentations
• Analyze financial and operational data to identify trends, opportunities, and areas of concern
• Support KPI reporting and help ensure consistency and accuracy across reporting processes
• Partner with accounting and business teams to gather information and validate financial results
• Assist with sales incentive reporting and compensation analysis
• Support ad hoc reporting requests and special projects for finance leadership
• Participate in process improvement and reporting automation initiatives
• Contribute to data validation and reporting enhancement efforts as the organization continues to scale

Requirements

Qualifications

Education

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field

Experience

• 0-3 years of experience in FP&A, corporate finance, accounting, financial reporting, investment banking, consulting, or related analytical roles
• Internship experience in finance, accounting, banking, or analytics is a plus

Skills

• Strong proficiency in Microsoft Excel
• Experience with PowerPoint and financial presentations
• Strong analytical and problem-solving skills
• Ability to work with large datasets and summarize findings clearly
• Strong attention to detail and organizational skills
• Effective written and verbal communication skills
• Ability to prioritize multiple projects in a fast-paced environment
• Eagerness to learn new systems, tools, and business concepts
• Experience with financial reporting tools, Power BI, or ERP systems is a plus

What Success Looks Like

• Produces accurate and timely financial reporting and analysis
• Develops a strong understanding of DOXA's business model and performance drivers
• Builds effective working relationships across finance and operating teams
• Identifies opportunities to improve reporting efficiency and data quality
• Demonstrates growth in financial modeling, forecasting, and business partnership skills

Working Location

This position will be hybrid, requiring three days a week on-site at our Fort Wayne, IN location.

Benefits

DOXA Insurance Holdings offers employees a dynamic and collaborative work environment with opportunities for growth and the ability to build key networking partners in the insurance industry. Our compensation package includes vacation and sick compensation, health, dental, vision, life, and long-term and short-term disability insurance, and a matching 401(k) plan.