Financial Planning & Analysis Manager

Nodak Insurance Company; Fargo (ND); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Nodak Insurance Company is seeking a Manager of Financial Planning & Analysis to lead budgeting, forecasting, and reporting. This role partners with FP&A leadership and business stakeholders to deliver timely financial insights and strengthen planning processes for strategic decisions.

The position oversees financial models, data integrity, and executive reporting, while driving process improvements and automation across FP&A activities.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 4-7 years of progressive FP&A or corporate finance experience.
• Experience in insurance, financial services, or regulated industries.
• Experience with FP&A systems such as NetSuite or equivalent.

Responsibilities

• Manages annual budget, quarterly forecasts, and long-range planning processes.
• Prepares monthly/quarterly reporting packages with variance explanations.
• Develops and maintains financial models for forecasting, scenario analysis, and profitability analysis.
• Oversees data quality in FP&A and ERP systems, including NetSuite PBCS.
• Partners with department leaders to support expense management and financial decision-making.
• Coordinates executive leadership and Board reporting materials, dashboards, and analyses.
• Leads process improvements to automate reporting and strengthen controls.
• Provides ad hoc analysis and support for strategic initiatives.

Skills

Advanced analytics

Financial modeling

Forecasting

Communication

Project management

Data analysis

Excel

Power BI

SQL

ERP systems

Education

Bachelor's degree in Finance/Accounting/Economics/Business Analytics

Tools

Power BI

SQL

Power Query

NetSuite

PBCS

Job description

Summary: This position manages financial planning, forecasting, budgeting, reporting, and analysis within the FP&A function. The Manager, Financial Planning & Analysis partners with FP&A leadership and business stakeholders to deliver timely financial insight, strengthen planning processes, and support operational and strategic decision-making. The role oversees financial models, recurring and ad hoc reporting, performance analysis, FP&A systems support, data integrity, executive reporting, and process improvement activities. This position requires sound financial judgment, strong analytical capabilities, effective communication, and the ability to manage priorities across multiple workstreams.Essential Duties and Responsibilities include the following. Other duties may be assigned.Financial Planning & Forecasting: Manages the annual budget, quarterly forecasts, and long-range planning processes. Oversees data collection, validates assumptions, consolidates inputs, and develops supporting models and schedulesFinancial Reporting & Variance Analysis: Prepares and reviews monthly and quarterly reporting packages, including budget-to-actual analysis, trend reporting, KPI tracking, and variance explanations. Identifies key performance drivers and summarizes findings for leadershipFinancial Modeling & Analysis: Develops, maintains, and enhances financial models used for forecasting, scenario analysis, profitability analysis, and operational decision supportFP&A Systems & Data Management: Oversees financial data quality within FP&A and ERP systems, including NetSuite PBCS and related reporting tools. Supports report governance, data reconciliations, hierarchy maintenance, and process documentation. Maintains forecasting models within Netsuite PBCSBusiness Partnership: Partners with department leaders and business stakeholders to support expense management, budget accountability, operational analysis, and financial decision-makingExecutive & Management Reporting: Coordinates executive leadership and Board reporting materials, including financial summaries, dashboards, presentations, and analysis of results, trends, risks, and opportunitiesProcess Improvement & Automation: Leads efforts to improve reporting efficiency, streamline workflows, automate recurring processes, strengthen controls, and enhance FP&A reporting capabilitiesInternal Controls & Data Integrity: Supports financial reporting accuracy, data governance, and consistency across planning and reporting processes. Reviews analysis for accuracy and promotes repeatable reporting standardsAd Hoc Analysis & Special Projects: Provides analytical and reporting support for special projects, strategic initiatives, workforce planning, expense analysis, sales and marketing initiatives, and other financial projects as assigned.Essential Competencies and SkillsAdvanced analytical, quantitative, and problem-solving skillsStrong financial modeling, forecasting, reporting, and business case development skillsAbility to translate financial and operational data into clear insights and recommendationsStrong communication and business partnership skillsHigh attention to detail and commitment to data accuracy, controls, and repeatable reporting processesAbility to analyze large datasets and develop actionable dashboards and performance reportingStrong organizational skills with the ability to lead workstreams, manage priorities, and meet deadlinesHigh proficiency with Microsoft Excel, PowerPoint, and financial systemsExperience with financial planning systems, data automation tools, and business intelligence platformsFamiliarity with insurance financial metrics and reporting conceptsExperience preparing executive or Board-level reporting materialsKnowledge of Power Query, Power BI, SQL, or similar analytical toolsEducation, Work Experience, and CertificationsBachelor’s degree in Finance, Accounting, Economics, Business Analytics, or related field4-7 years of progressive experience in financial planning & analysis, corporate finance or related fieldExperience in insurance, financial services, or regulated industriesExperience with FP&A systems such as NetSuite or equivalentTravel RequirementsThis position offers flexible work location options and may be based remotely or from our main office. Applicants must reside in North Dakota or Minnesota. The final work arrangement will be determined based on the selected candidate's location and business needs.Physical Demands/Working ConditionsBe able to withstand typical office work that includes periods of sitting, standing, typing, etc. indoors while potentially performing job tasks in close proximity to other people.In addition to typical office work, must be able to exert up to 10 pounds of force occasionally to move objects.Requires close visual acuity to perform an activity such as preparing and analyzing data and figures, viewing a computer screen, visual inspection, assembly of parts, or extensive reading.Ability to have a flexible work schedule to meet business needs and be at work during specified or core hours.Must be able to operate standard computer hardware.Nodak Insurance Company complies fully with all federal, state, and local employment laws and shall provide equal employment and advancement opportunities for all persons regardless of race, color, creed, religion, national origin, sex, sexual orientation, age, the presence of any mental or physical disability, status with regard to public assistance or marriage, or any other category protected by local, state, or federal law.