Financial Planning and Analysis Senior Manager

Fortegra; Jacksonville (FL); Sur place; USD 110 000 - 170 000; Plein temps

Résumé du poste

Fortegra seeks an experienced Financial Planning and Analysis Senior Manager to lead critical forecasting, budgeting, and performance analyses at our Jacksonville headquarters. You will own planning workstreams, partner with multiple business units, and coach a Leadership Development Program participant.

The role emphasizes advanced Excel modeling, strong communication, and the ability to influence executive decisions.

Qualifications

• Bachelor's degree required; 4–6+ years in FP&A or finance with independent planning ownership.
• Ability to lead budgeting, forecasting, modeling, and performance analysis.
• Strong communication skills to explain results to executives and non-finance audiences.
• Experience coaching junior staff and managing cross-functional partnerships.
• Advanced Excel and financial modeling skills to reconcile complex data.

Responsabilités

• Own assigned components of the annual operating plan, reforecast, and monthly performance reviews; manage timelines and models.
• Serve as FP&A partner for designated businesses, challenge assumptions, and validate performance drivers.
• Analyze actuals vs budget/forecast, identify risks and opportunities, and recommend actions.
• Develop financial models, profitability analyses, and scenarios; support multi-year planning of growth initiatives.
• Collaborate with Accounting, Actuarial, Underwriting, and Claims to validate assumptions and metrics.
• Prepare executive and board materials with clear explanations of results and implications.
• Lead cross-functional projects to improve reporting, forecasting, data accuracy, and documentation.
• Review junior analyst work and mentor LDP participant.

Connaissances

Financial analysis

Excel modeling

Communication

Leadership

Coaching

Formation

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

Outils

Adaptive

Hyperion

Anaplan

Power BI

Tableau

Description du poste

Financial Planning and Analysis Senior Manager

Job Category: Senior Manager

Requisition Number: FINAN001761

• Posted : October 19, 2026
• Full-Time
• On-site

Locations

Showing 1 location

Jacksonville, FL 32256, USA

Description

About Fortegra

Fortegra is a specialty insurance company and services provider headquartered in Jacksonville, Florida. We partner with distribution partners, MGAs, and program administrators to deliver insurance solutions and services. Our Finance team turns complex financial and operational data into insight that guides the business.

Role Overview

The Senior Manager of FP&A leads assigned planning and performance management workstreams and serves as the primary finance partner to designated businesses or functions. Reporting to the VP, FP&A, this hands-on role owns forecasts, analyzes business performance, and develops recommendations that support management decisions. The Senior Manager also reviews the Financial Analyst's work and coaches a Leadership Development Program (LDP) participant.

Key Responsibilities

• Own assigned components of the annual operating plan, reforecast, and monthly performance reviews, including timelines, assumptions, models, and final deliverables.
• Serve as the primary FP&A partner for assigned businesses or functions, investigating performance drivers and constructively challenging assumptions.
• Analyze actual results against budget, forecast, and prior year; identify risks and opportunities and recommend practical actions.
• Develop financial models, profitability analyses, and scenarios; support multiyear planning and evaluation of growth initiatives, new programs, and investments.
• Partner with Accounting, Actuarial, Underwriting, and Claims to validate assumptions and analyze relevant insurance and operating metrics, including premiums, loss and expense ratios, fee income, and reinsurance impacts.
• Prepare executive and board reporting materials with clear explanations of results, trends, and business implications.
• Lead assigned cross-functional projects and improve reporting efficiency, forecast models, data accuracy, documentation, and cross-training.
• Review the Financial Analyst's work, provide constructive feedback, and coach the LDP participant through meaningful assignments.

Qualifications

Required

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Typically 4-6 or more years of progressive FP&A or finance experience, including independent ownership of planning workstreams and business relationships.
• Direct experience leading budgeting, forecasting, financial modeling, and business performance analysis.
• Demonstrated ability to translate financial analysis into recommendations and influence business decisions.
• Experience reviewing the work of junior team members and coaching early-career talent.
• Advanced Excel and financial modeling skills, with the ability to analyze and reconcile complex financial and operational data.
• Strong written and verbal communication, including the ability to explain results and recommendations to executive and non-finance audiences.

Preferred

• Insurance industry experience is highly preferred, including specialty insurance, warranty, credit, or MGA and program business.
• Understanding of insurance profitability drivers, reinsurance, and statutory and GAAP reporting concepts.
• Experience with planning and reporting tools such as Adaptive, Hyperion, Anaplan, or similar platforms; BI tools such as Power BI or Tableau; and ERP systems.
• Experience improving financial reporting and planning through automation, process standardization, and data visualization.

Core Competencies

• Analytical rigor and sound business judgment.
• Business partnership and influence across functions.
• Ownership, accountability, and attention to detail.
• Clear communication and actionable recommendations.
• Coaching, collaboration, and development of others.
• Ability to manage competing priorities in a fast-paced environment.

Work Location

This position is an on-site position based in our Jacksonville, Florida headquarters.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.