FP&A Analyst

NavSav Insurance; Spring (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

NavSav Insurance is looking for an FP&A Analyst who will be a key contributor within the Finance team. This role involves supporting strategic decision-making through financial planning, analysis, and reporting, while partnering closely with business leaders to drive performance and support profitable growth.

The ideal candidate will have 2–5+ years of experience in Financial Planning & Analysis, strong financial modeling skills, and the ability to translate financial data into actionable insights. A Bachelor’s degree in a relevant field is essential.

Qualifications

• 2–5+ years of experience in Financial Planning & Analysis, Finance, or Corporate Accounting.
• Strong financial modeling and analytical skills using Excel.
• Proven ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Develop and maintain financial models to support forecasting and budgeting.
• Analyze monthly financial results and performance against budget.
• Prepare executive-level reporting and presentations for leadership.

Skills

Financial modeling

Analytical skills

Communication skills

Attention to detail

Education

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

Tools

ERP systems

Business Intelligence tools

Excel

Job description

About the Job

The FP&A Analyst is a key contributor within the Finance team, responsible for supporting strategic decision-making through financial planning, analysis, and reporting. This role partners closely with business leaders to drive performance, improve visibility into key metrics, and support profitable growth across the organization. The FP&A Analyst will play a critical role in developing forecasts, analyzing financial performance, and ensuring alignment between operational initiatives and financial outcomes.

Primary Responsibilities

• Develop and maintain financial models to support forecasting, budgeting, and long‑term planning
• Analyze monthly financial results and performance against budget, forecast, and prior periods
• Provide insights into revenue trends, margin performance, and expense management
• Partner with business leaders to evaluate initiatives and support strategic decision‑making
• Support the annual budgeting process and rolling forecasts across departments
• Identify opportunities to improve financial performance and operational efficiency
• Prepare executive-level reporting and presentations for leadership (CEO, CFO, etc.)
• Monitor key performance drivers and provide actionable recommendations
• Assist with financial due diligence related to growth initiatives and acquisitions
• Drive consistency and accuracy in financial reporting and data integrity

Key Performance Metrics

• Forecast accuracy (revenue, margin, and expenses)
• Timeliness and quality of reporting and analysis
• Identification of cost savings or revenue optimization opportunities
• Quality of financial insights driving business decisions
• Support of EBITDA growth and margin improvement

Required Skills

• 2–5+ years of experience in Financial Planning & Analysis, Finance, or Corporate Accounting
• Strong financial modeling and analytical skills (Excel required; advanced modeling preferred)
• Experience working with large datasets and financial systems (ERP/BI tools preferred)
• Ability to translate financial data into clear, actionable insights
• Strong attention to detail and commitment to accuracy
• Proven ability to manage multiple priorities in a fast-paced environment
• Strong communication skills with ability to interact effectively with senior leadership
• Bachelor’s degree in Finance, Accounting, Economics, or related field