FP&A - Chicago Hybrid (Insurance)

Tokio Marine Highland; Chicago (IL); Hybrid; USD 100,000 - 130,000; Full time

Job summary

Tokio Marine Highland is seeking a Financial Planning Analyst to join the Finance team in the Chicago area. The role combines financial analysis, business partnership, and technology-driven innovation to help leaders make informed business decisions.

You will own reporting, forecasting, performance analytics, and process improvement initiatives, partnering with leaders and the London FP&A team to drive business performance.

Qualifications

• 3+ years of FP&A, financial analysis, or related field.
• Insurance industry experience required (property & casualty, health, etc.).
• Experience analyzing revenue, premium, loss ratio, profitability, and KPIs.
• Strong communication and ability to present insights to leadership.
• Advanced Excel skills and experience with large data sets.
• Experience using AI-powered tools (e.g., Microsoft Copilot) for reporting.

Responsibilities

• Develop and enhance financial dashboards, reports, and performance metrics.
• Analyze financial and operational data; identify trends and drivers; communicate insights to leadership.
• Build and maintain management dashboards; create reports from scratch.
• Support budgeting, forecasting, long-range planning, and variance analysis.
• Partner with business leaders to understand reporting needs and provide actionable recommendations.
• Leverage technology and AI to improve reporting efficiency and insights.
• Collaborate with Finance and business partners on planning and performance management initiatives.

Skills

FP&A

Insurance industry

Communication

Analytical

Excel

Power BI

SQL

Copilot/AI tools

Education

Bachelor's degree in Finance

Tools

Workday

Power BI

SQL

Job description

Tokio Marine Highland is seeking a Financial Planning Analyst with insurance industry experience to join our Finance team. This role combines financial analysis, business partnership, and technology-driven innovation to help leaders make informed business decisions. As the primary FP&A resource for the organization, you will have the opportunity to take ownership of reporting, forecasting, performance analytics, and process improvement initiatives that directly influence business performance.

This position is based in the Chicago area and requires regular in-office attendance under our hybrid work arrangement (3 days per week).

The ideal candidate brings strong FP&A experience, an understanding of insurance operations and performance metrics, and a passion for leveraging technology, automation, and AI-powered tools to improve reporting, uncover insights, and drive business performance.

Working closely with business leaders, Finance team members, and our London FP&A team, you will play a key role in planning, forecasting, performance reporting, and continuous process improvement.

What You’ll Do

• Develop and enhance financial dashboards, reports, and performance metrics that support business decision-making.
• Analyze financial and operational data, identify trends and key drivers, and communicate insights to leadership.
• Build and maintain management dashboards
• Create reports from the ground up
• Support budgeting, forecasting, long-range planning, and variance analysis activities.
• Partner with business leaders to understand reporting needs and provide actionable recommendations.
• Leverage technology, automation, and AI tools, including Microsoft Copilot, to improve reporting efficiency, analytical capabilities, and business insights.
• Collaborate with Finance colleagues and business partners across the organization to support planning and performance management initiatives.

What We’re Looking For

• 3+ years of experience in FP&A, financial analysis, business analytics, or a related field.
• Insurance industry experience required, including property & casualty, health insurance, or other related insurance sectors.
• Experience analyzing business performance drivers such as revenue, premium, loss ratio, profitability, growth metrics, or other operational KPIs.
• Strong communication skills and the ability to present financial and operational insights clearly to leaders across the business and influence decision-making through data-driven recommendations.
• Strong analytical, problem-solving, and data interpretation skills.
• Experience creating dashboards, management reports, and business analyses.
• Advanced Excel skills and experience working with large data sets.
• Experience using technology and AI-powered tools, such as Microsoft Copilot, to improve reporting, analysis, and productivity.
• Bachelor's degree in Finance or a related field, or an equivalent combination of education and experience.
• Candidates must reside in or be willing to relocate to the Chicago area to support our hybrid work model.

Nice to Have

• Experience working within a property & casualty insurer, health insurer, insurance agency, brokerage, managing general agent (MGA), or similar insurance organization.
• Experience with Workday, Power BI, SQL, or other reporting and analytics tools.
• Experience working with policy administration systems and insurance production, premium, loss, or profitability data.
• Experience collaborating with international teams.

Why Join Tokio Marine Highland?

• Own a highly visible FP&A role with broad responsibility and impact.
• Partner directly with business and senior leaders on key financial and operational decisions.
• Create meaningful reporting and analytics that drive business performance.
• Help advance the use of automation, reporting technology, and AI within Finance.
• Gain exposure across the organization and play a key role in shaping future processes and insights.

Additional Job Details:

This hybrid position is based in Chicago, IL, with an expectation of 3 days in the office each week.

The base salary range for this role is $100,000 - $130,000 annually. This range reflects a good-faith estimate of pay at the time of posting. Actual compensation will be determined based on factors such as experience, skills, knowledge, education, and internal pay equity.

Work Authorization:

Must be authorized to work in the United States without current or future sponsorship.

About Tokio Marine Highland

Tokio Marine Highland is a managing general agency that offers distinct specialty risk management solutions, including private flood, fine art, specialty property, real estate investment, and lender-placed insurance.

Founded in 1962, Tokio Marine Highland is a wholly owned subsidiary of Tokio Marine Kiln (TMK), a leading specialist insurance underwriting business operating in the Lloyd’s insurance market and part of one of the world’s largest insurance groups, Tokio Marine. As one of the largest Lloyd’s syndicates, TMK benefits from Lloyd’s financial strength, including an A+ rating from AM Best.

Tokio Marine Highland has office locations in Chicago, IL, Frisco, TX, Miami, FL, New York City, NY, and South Pasadena, CA. For more information, visit our website at www.tokiomarinehighland.com.

Tokio Marine Highland, LLC (TMH) is an Equal Opportunity Employer. TMH’s success depends heavily on the effective utilization of qualified people, regardless of their race, ancestry, religion, color, sex, national origin, sexual orientation, gender identity and/or expression, disability, veteran status, or any characteristic protected by law. As a company, we adhere to and promote equal employment opportunities for all.