FP&A Analyst

markelcorp; Richmond (VA); On-site; USD 62,000 - 86,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Employee Stock Purchase Plan

Job summary

Markel Group is seeking an FP&A Analyst in the Richmond, VA area. You will turn financial data into actionable insights to guide business decisions, supporting annual budgets and quarterly forecasts while building models and dashboards.

The role emphasizes analytical thinking, Excel expertise, and strong communication to partner with multiple departments. Expect opportunities for AI-driven tooling and project-based travel.

Qualifications

• 1–3 years of related experience or internships
• Foundational knowledge of corporate finance, budgeting and forecasting
• Strong analytical and communication skills; translate data to insights
• Proficiency with Excel and data manipulation processes

Responsibilities

• Supports annual budget and quarterly forecast compilation
• Produces clear reports summarizing outputs, issues and recommendations
• Develops and maintains financial models and tools for analysis
• Provides decision support through financial insights and analysis
• Collaborates with business partners to validate data and outputs
• Analyzes competitor and industry data for insights
• Identifies and pilots new analytical/AI tools to speed reporting
• Supports organization-wide reporting for visibility of performance
• Documents standard processes and flows
• Participates in ad hoc initiatives and travel as needed

Skills

Analytical thinking

Power BI

Excel

Communication

Data manipulation

Problem solving

AI tooling interest

Education

Bachelor's in finance or related

MBA (pursuit)

Tools

Power Query

Copilot

Claude

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 realise 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 realise our potential, we can help others reach theirs.

As an FP&A Analyst, you will play a key role in a broad range of financial planning and analysis activities, delivering insights, solutions and services that help our internal business partners make informed decisions. Core responsibilities include supporting the annual budget and quarterly forecast cycles, building and maintaining financial models, contributing to the incentive compensation process, identifying and piloting new analytical and AI tools, and producing clear, actionable reporting. Success in this role requires strong analytical thinking paired with excellent communication skills.

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

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.

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

#LI-AB

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.

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.

• 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 P