FP&A Manager

Willis Re; New York (NY); On-site; USD 160,000 - 180,000; Full time

Benefits offered by this job

Health and welfare benefits

Job summary

Willis Re in New York, NY seeks an FP&A professional to partner with the Head of FP&A, delivering budgeting, forecasts, strategic planning, and scenario analysis for global operations. You will develop driver-based financial plans and provide actionable recommendations to drive revenue growth and cost discipline.

This role involves building KPI dashboards, presenting to senior leadership and the Board, supporting investment appraisals, and mentoring FP&A colleagues while ensuring strong

Qualifications

• Strong FP&A experience in reinsurance broking, insurance/reinsurance, financial services, or another complex commercial environment.

Responsibilities

• Support the Head of FP&A in delivering budgeting, forecasts, strategic planning, and scenario analysis for global operations.

Skills

Financial modelling

Scenario analysis

Forecasting

Advanced Excel

BI tools

Stakeholder management

Strategic thinking

Analytical skills

Communication skills

Financial governance

Education

Bachelor's degree in Finance/Accounting/Economics or related field

MBA / CFA or equivalent advanced certification

Tools

Workday Adaptive Planning

Job description

FP&ARole Overview

Key Responsibilities

• Support the Head of FP&A in delivering the annual budgeting process, forecasts, strategic planning, and scenario analysis for global operations.
• Provide strategic financial analysis and actionable recommendations to support revenue growth, margin optimisation, cost discipline, and capital efficiency.
• Develop and maintain KPI reporting, dashboards, and management information that track financial performance, business trends, and operational effectiveness.
• Prepare high-quality financial analysis and commentary for senior leadership, Board and Steer Co reporting, including performance metrics, financial results, risks, opportunities, and strategic initiatives.
• Partner with business units and functional leaders to build driver-based financial plans, challenge assumptions, and improve the quality of forecasting and decision-making.
• Support investment appraisals, new market initiatives, product opportunities, and strategic projects through financial modelling, sensitivity analysis, and risk-adjusted evaluation and ensuring appropriate and consistent treatment of exceptional items to support decision making.
• Coach and support FP&A analysts or finance colleagues as required, fostering analytical excellence, commercial curiosity, and data-driven decision-making.
• Contribute to strong financial governance by ensuring planning, analysis, and reporting outputs are accurate, controlled, and aligned with internal standards.
• Support the design, implementation, and ongoing improvement of the planning system (Adaptive - part of Workday), helping to create a single source of truth for budgets, forecasts, and management information.

Required Experience and competencies

• Strong FP&A experience, preferably within reinsurance broking, insurance/reinsurance, financial services, or another complex commercial environment; startup or high-growth experience is desirable.
• Experience supporting private equity, joint venture, or investor-backed environments is desirable, including project delivery, stakeholder management, governance, and commercial frameworks.
• Strong proficiency in financial modelling, scenario analysis, and forecasting under complex and uncertain market conditions.
• Excellent analytical and strategic thinking skills, with a capability to interpret complex financial and operational data.
• Proven ability to influence stakeholders, manage priorities, and support high-quality outputs in a finance team environment.
• Familiarity with industry trends, reinsurance broking market dynamics, and regulatory frameworks.
• Bachelor's degree in Finance, Accounting, Economics, or a related field; professional accounting qualification, MBA, CFA, or equivalent advanced certification preferred.
• Advanced Excel skills and experience with BI tools.
• Strategic mindset with entrepreneurial drive.
• High degree of integrity, accountability, and financial stewardship.
• Strong communication skills and ability to convey complex financial information to non-financial stakeholders.
• Comfort working in a fast-paced, high-growth environment with ambiguity and evolving priorities.

Compensation

CompensationRange: $160,000 - $180,000Bonus: 20%

The actual salary for this position will be determined by several factors, including the scope, complexity and location of the role; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment.

In addition to the base salary, this position may be eligible for performance-based incentives.

Benefits

• We offer a competitive total rewards package which includes health and welfare benefits, paid time off, 401K savings and other retirement programs, as well as employee assistance programs.