Financial Planning & Analysis Manager

Travelers; Boston (MA); Hybrid; USD 104,000 - 172,000; Full time

Benefits offered by this job

Health benefits

Disability insurance

401(k) match

Commuter benefits

Paid vacation

Learning & development

Hybrid work

Office space

Job summary

Simply Business seeks an FP&A Manager in Boston to lead the FP&A function, drive budgeting, forecasting, and strategic analysis. You will partner with cross-functional teams to deliver actionable financial insights and champion data integrity across systems.

The role emphasizes improving planning processes, automating reporting, and collaborating with leadership to influence financial decisions in a hybrid work environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or related field.
• 7+ years of FP&A experience in a professional environment.
• Experience with Looker, OneStream or similar BI/EPM platforms.

Responsibilities

• Oversee the FP&A function (60%): manage month-end close, journal approvals, and the annual budget process.
• Lead consolidation of operating budgets and forecasts; present insights to leadership and board.
• Act as finance partner to cross-functional teams; support variance analysis and capital decisions.
• Drive metrics and KPIs with Data & Analytics to measure financial levers.
• US Finance lead for FP&A systems and data improvements (OneStream, automation).
• Collaborate with Global Finance Change to optimize planning and reporting processes.

Skills

FP&A leadership

Forecasting

Financial modeling

Variance analysis

Data analytics

Executive communication

Business partnering

ERP/BI collaboration

Education

Bachelor's degree in Finance

MBA preferred

CFA/CPA preferred

Tools

Looker

OneStream

Google Suite

Job description

Who Are We?Simply Business is a digital insurance brokerage that specializes in one thing: protecting the businesses our customers are working hard to build. We’re doing this by simplifying the insurance-buying process for all small businesses, blending together a combination of technology, data, and insurance knowledge. Our proprietary technology platform allows small business owners to easily search and compare quotes from over 20 top-rated insurance providers, customize their coverage, and purchase and access their policies – all online.Founded in the UK in 2005, Simply Business is an insurtech pioneer with nearly 20 years of experience supporting small businesses. Simply Business is passionate about building an outstanding product for our customers – one that empowers their entrepreneurial spirits.More importantly, we’re doing it all while taking care of our people. We’ve consistently been named a best place to work, including most recently ranking in Built In’s 2025 Best Companies to Work for in the US (Top 100), and Best Places to Work in Boston.We want team members who have the drive to challenge boundaries. If you’re smart and passionate about delivering brilliant customer experiences, we’d love to hear from you.Job CategoryFinancePosition TypePermanentCompensation OverviewThe annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.Salary Range$104,000.00 - $171,700.00Target Openings1What Is the Opportunity?At Simply Business, we see FP&A as more than just a reporting function. As FP&A Manager, you will learn the ins and outs of our business model and be at the forefront of identifying opportunities for acceleration and ensuring we’re set up to meet our strategic goals. We are looking for a candidate with a strong sense of initiative, keen eye for detail, and an ability to find solutions in the face of ambiguity. The FP&A Manager will translate complex and nuanced operational & financial results into actionable insights, partnering directly with business leaders to drive sound financial decisions. This role will champion the integrity and efficiency of our financial systems and data across the broader business and senior management.As an FP&A Manager you will:Oversee the Financial Planning & Analysis function (60% time allocation):Own the end to end month-end process for the FP&A team, ensuring timeliness and accuracy of key deliverables. Includes responsibilities for journal approvals and stepping in as needed to prepare underlying booking support filesLead the preparation and consolidation of our annual operating budget and ongoing forecastsPrepare and present clear, insightful financial performance with the broader business, our leadership team, and boardSupport the Director of FP&A and VP of Finance in preparing scenario planning models and conducting sensitivity analysis to evaluate financial outcomes under various assumptionsServe as the go-to finance partner for our support and shared service teams (like People, Legal, Engineering, etc), helping them with expense variance analysis and capitalization assessmentsPartner with Data & Analytics team and other business functions to define and implement new metrics and KPIs as needed, ensuring measurability against our key financial leversManage the ongoing development, daily priorities, and work allocation of senior analyst on the teamServe as the US Finance lead in delivering operational improvements related to our FP&A systems & data processes (20% time allocation):Identify and implement solutions to automate financial reporting, consolidate data sources, and streamline planning processes leveraging AI and other suitable technologyCollaborate with the Global Finance Change team to implement and optimize our Enterprise Performance Management system (OneStream) and associated data infrastructureEnsure the accuracy, consistency, and reliability of financial data across all systems used for reporting and analysisPartner with senior functional leaders as required, ensuring operational decisions are aligned to our short and long term financial objectives (20% time allocation)What we are looking for:A self-starter who thrives in a fast-paced environmentA team player who is willing to jump in and help wherever neededStrong ability to influence and collaborate with cross-functional teamsExceptional problem-solving skills, with a knack for turning data into clear, actionable insightsHighly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environmentSuperior verbal and written communication skills, with the ability to effectively present financial information to diverse audiences, including senior executivesBachelor's degree in Finance, Accounting, Business Administration, or a related field required. Master's degree (MBA) or relevant professional certification (CFA, CPA) preferred.7+ years of experience working in an FP&A roleExperience with Google Suite, Looker, OneStream or other BI platforms/EPM systemsExperience working for a P&C Insurance provider preferable, but not requiredWhat Is in It for You?Here are some of the great benefits and perks that come from being a Simply Business employee:Group plan for medical, dental, vision, and prescription drug coverage.Short term disability, long term disability, and life insurance coverage.Participation in the Company’s bonus program-Participation in 401(k) plan with a 5% employer match.Commuter benefits to help cut down on parking and public transit costs.25 days of vacation time plus 10 sick days and 10 company holidays.A genuine investment in your learning and development-Regular team outings and volunteer opportunities.An awesome office space.A hybrid working model, giving our employees great choice and flexibility to work in a way that’s best for their particular job, their teams, and their lives.Employment PracticesSimply Business is an equal opportunity employer. We’re committed to welcoming and helping employees grow within an inclusive & diverse culture.