FP&A Manager

Willis Re; New York (NY); On-site; USD 160,000 - 190,000; Full time

Benefits offered by this job

Health and welfare benefits

401K savings plan

Paid time off

Job summary

Willis Re in New York seeks an FP&A Manager to lead budgeting, forecasting and performance reporting across global operations. You will partner with broking teams and support functions to translate performance into clear financial insights and actionable plans.

The role emphasises driver-based planning, scenario analysis, and business partnership with senior stakeholders. Strong Excel and BI skills, and Workday Adaptive Planning experience are essential.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field; professional accounting qualification preferred.
• Strong FP&A experience in complex commercial environments.
• Advanced Excel skills and experience with BI tools.
• Experience with budgeting, forecasting, and scenario planning.
• Ability to influence stakeholders and communicate complex data clearly.

Responsibilities

• Lead annual budgeting, forecasts, and strategic planning across global operations.
• Provide strategic financial analysis to support growth, margins, and capital efficiency.
• Develop KPI reporting and dashboards to track performance and trends.
• Prepare management commentary for senior leaders and steering committees.
• Build driver-based financial plans and challenge assumptions for forecasts.
• Support investment appraisals and new market initiatives with financial modelling.
• Coach FP&A analysts and ensure governance and data quality.
• Implement and improve planning systems (Adaptive) for a single source of truth.

Skills

FP&A experience

Financial modelling

Scenario analysis

Forecasting

Stakeholder management

Excel advanced

BI tools

Strategic thinking

Communication skills

Education

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

Tools

Workday Adaptive Planning

BI tools

Advanced Excel

Job description

FP&A

Role Overview

The FP&A Manager will play a key role in driving high-quality financial planning, forecasting, performance reporting, and decision support across the organisation. Reporting to the Head of FP&A, this role will partner closely with broking teams, and support functions to translate business performance and market dynamics into clear financial insights, robust plans, and actionable recommendations. The role will also be key to ensuing the effective and efficient capture of financial information from the Workday Financial System via Adaptive (Workdays Planning Tool).

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

Range: $160,000 - $190,000
Bonus: 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.

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.

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.

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.

About Willis Re

We combine specialist broking with analytics, modeling and research to help insurers optimize risk transfer, strengthen balance sheets and achieve sustainable growth. Our approach is relationship-driven, transparent and outcome-focused.

At the heart of Willis Re is a focus on delivering the most cutting-edge analytical solutions to enable more informed, better decision-making for risk selection, portfolio optimization, and capital management.

The launch of Willis Re brings a strategic advantage of being unhindered by legacy, an ability to leverage data, statistical models and advanced technologies with the best knowledge and expertise to deliver more efficient and effective reinsurance outcomes. This places Willis Re in a unique position to build a truly analytically driven business, focused on creating solutions for the reinsurance industry that are future led and forward thinking.

Willis Re will also leverage recognized technical expertise from WTW's Insurance Consulting & Technology business including their advanced modeling and analytical capabilities. Alongside this will be WTW’s Research Network, an award-winning business supporting and influencing science to improve the understanding and quantification of risk.

Willis Re is committed to embracing a diverse, inclusive, and flexible work environment. We provide equal opportunity to all qualified individuals regardless of race, colour, religion, age, gender, gender expression, national origin, veteran status, disability, orientation, or any other legally protected categories. If you have a need that requires accommodation, please email us at [e-mail]