FP&A Analyst

Markel; High Woods (NY); On-site; USD 62,000 - 86,000; Full time

Benefits offered by this job

401(k) with employer match

Employee Stock Purchase Plan

Paid time off (PTO)

Corporate holidays and floating days

Parental leave

Job summary

Markel is seeking an FP&A Analyst in the United States to turn financial data into actionable insights that guide business decisions. You will collaborate with a global team, work on annual budgets, forecasts, and develop tools to improve analysis and reporting.

The ideal candidate has 1–3 years of relevant experience, strong Excel and Power BI skills, and an interest in applying AI and automation to financial processes.

Qualifications

• 1–3 years of related experiences or applicable internships.
• Foundational knowledge of corporate finance, budgeting, and forecasting principles.
• Understanding of financial processes and systems.
• Strong analytical and critical-thinking skills, with the ability to translate complex data into actionable insights.
• Financial consulting and analysis skills - ability to assess needs, identify issues, recommend alternatives and implement change.
• Curiosity and interest in applying AI and automation tools to streamline analysis and reporting.
• Experience using reporting tools such as Power BI to improve the customer experience.
• Strong verbal and written communication skills, including the ability to present data and insights clearly to audiences at all levels.
• Must have strong Excel and data manipulation skills.
• Ability to deliver outstanding customer service.
• Organized with ability to multi-task.
• Adaptable and comfortable with fast pace and shifting priorities.
• Self-starter who proactively identifies opportunities for improvement and takes initiative without being asked.

Responsibilities

• Supports the compilation and analysis of the annual budget and quarterly forecast.
• Produce clear reports that summarize financial output, issues and recommendations.
• Develops and maintains models and tools to support effective and efficient analysis.
• Provide decision support through value added analysis and financial insights.
• Works with business partners to gain a deeper understanding of financial data, to confirm assumptions, and validate output of analyses.
• Analyzes insights on competitor and industry analysis workflows.
• Identifies and pilots new analytical and AI tools (e.g., Copilot, Claude, Power Query) to improve the speed and quality of data analysis and reporting.
• Supports reporting needs of the broader organization to provide increased visibility of financial performance.
• Identifies, recommends and implements continuous process improvement.
• Documents standard processes and process flows.
• Participate in ad hoc initiatives as they arise.
• Travel to other Markel offices, conferences, etc. as required.

Skills

Strong analytical thinking

Critical thinking

Verbal and written communication

Ability to multi-task

Self-starter

Curiosity for AI and automation

Education

Bachelor's degree in finance or related discipline

MBA or MBA pursuit a plus

CPCU or other industry designations a plus

Tools

Power BI

Excel

Job description

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it.

The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! As an FP&A Analyst, you'll turn financial data into insights that guide real business decisions, working alongside a global community of optimists and problem-solvers. We're always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs.

Job Responsibilities

• Supports the compilation and analysis of the annual budget and quarterly forecast
• Produce clear reports that summarize financial output, issues and recommendations
• Develops and maintains models and tools to support effective and efficient analysis
• Provide decision support through value added analysis and financial insights
• Works with business partners to gain a deeper understanding of financial data, to confirm assumptions, and validate output of analyses
• Analyzes insights on competitor and industry analysis workflows
• Identifies and pilots new analytical and AI tools (e.g., Copilot, Claude, Power Query) to improve the speed and quality of data analysis and reporting
• Supports reporting needs of the broader organization to provide increased visibility of financial performance
• Identifies, recommends and implements continuous process improvement
• Documents standard processes and process flows
• Participate in ad hoc initiatives as they arise
• Travel to other Markel offices, conferences, etc. as required

Education

• Bachelor's degree in finance or a related discipline
• MBA or MBA pursuit a plus

Certification

CPCU or other industry designations a plus

Work Experience/Skill Set

• 1-3 years of related experiences or applicable internships
• Foundational knowledge of corporate finance, budgeting, and forecasting principles
• Understanding of financial processes and systems
• Strong analytical and critical-thinking skills, with the ability to translate complex data into actionable insights
• Financial consulting and analysis skills - ability to assess needs, identify issues, recommend alternatives and implement change
• Curiosity and interest in applying AI and automation tools to streamline analysis and reporting
• Experience using reporting tools such as Power BI to improve the customer experience
• Strong verbal and written communication skills, including the ability to present data and insights clearly to audiences at all levels
• Must have strong Excel and data manipulation skills
• Ability to deliver outstanding customer service
• Organized with ability to multi-task
• Adaptable and comfortable with fast pace and shifting priorities
• Self-starter who proactively identifies opportunities for improvement and takes initiative without being asked

US Work Authorization

US Work Authorization required. Markel does not provide visa sponsorship for this position, now or in the future.

Pay information

The salary range for this position is $62,400-$85,800. Individual offers are determined based on geographic location, experience, qualifications, internal equity, and other job-related factors. This position may also be eligible to participate in the Company's annual incentive plan.

Who we are

Markel Group (NYSE – MKL) a fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world.

We’re all about people | We win together | We strive for better

We enjoy the everyday | We think further

What’s in it for you

In keeping with the values of the Markel Style, we strive to support our employees in living their lives to the fullest at home and at work.

• We offer competitive benefit programs that help meet our diverse and changing environment as well as support our employees’ needs at all stages of life.
• All full-time employees have the option to select from multiple health, dental and vision insurance plan options and optional life, disability, and AD&D insurance.
• We also offer a 401(k) with employer match contributions, an Employee Stock Purchase Plan, PTO, corporate holidays and floating holidays, parental leave.

Markel is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of any protected characteristic. This includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law.

Should you require any accommodation through the application process, please send an e-mail to [e-mail].