FP&A Analyst: Data-Driven, AI-Enabled Planning

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

Benefits offered by this job

Health & dental insurance

401(k) with employer match

Employee Stock Purchase Plan

PTO & holidays

Parental leave

Job summary

Markel is seeking an FP&A Analyst to translate financial data into actionable insights and support budgeting, forecasting, and reporting. You will build models, pilot new analytics tools, and partner with business teams to drive smarter decisions.

The role emphasizes analytical thinking, strong communication, and hands-on Excel/Power BI skills to deliver clear financial performance views across the organization.

Qualifications

• Bachelor's degree in finance or related field required.
• MBA or MBA pursuit a plus.
• CPCU or other industry designations a plus.

Responsibilities

• Supports the annual budget and quarterly forecast processes.
• Develops and maintains financial models for insights.
• Provides decision-support through value-added analysis.
• Collaborates with partners to validate assumptions and outputs.
• Explores new analytical and AI tools to improve analytics.
• Creates clear reports highlighting findings and recommendations.
• Assists broader org with visibility of financial performance.
• Documents standard processes and workflows.
• Participates in ad hoc initiatives and may travel as needed.

Skills

Analytical thinking

Critical thinking

Financial analysis

AI/tool curiosity

Power BI

Excel/data manipulation

Communication

Multi-tasking

Problem solving

Proactive initiative

Education

Bachelor's in finance/related

MBA or MBA pursuit

Tools

Power BI

Excel

Job description

Markel is seeking an FP&A Analyst to translate financial data into actionable insights and support budgeting, forecasting, and reporting. You will build models, pilot new analytics tools, and partner with business teams to drive smarter decisions.

The role emphasizes analytical thinking, strong communication, and hands-on Excel/Power BI skills to deliver clear financial performance views across the organization.