Global FP&A Analyst: Insights & Forecasting

Markel; High Woods (NY); On-site; USD 62,000 - 86,000; Full time

Benefits offered by this job

401(k) with employer match

Employee Stock Purchase Plan

Paid time off (PTO)

Corporate holidays and floating days

Parental leave

Job summary

Markel is seeking an FP&A Analyst in the United States to turn financial data into actionable insights that guide business decisions. You will collaborate with a global team, work on annual budgets, forecasts, and develop tools to improve analysis and reporting.

The ideal candidate has 1–3 years of relevant experience, strong Excel and Power BI skills, and an interest in applying AI and automation to financial processes.

Qualifications

• 1–3 years of related experiences or applicable internships.
• Foundational knowledge of corporate finance, budgeting, and forecasting principles.
• Understanding of financial processes and systems.
• Strong analytical and critical-thinking skills, with the ability to translate complex data into actionable insights.
• Financial consulting and analysis skills - ability to assess needs, identify issues, recommend alternatives and implement change.
• Curiosity and interest in applying AI and automation tools to streamline analysis and reporting.
• Experience using reporting tools such as Power BI to improve the customer experience.
• Strong verbal and written communication skills, including the ability to present data and insights clearly to audiences at all levels.
• Must have strong Excel and data manipulation skills.
• Ability to deliver outstanding customer service.
• Organized with ability to multi-task.
• Adaptable and comfortable with fast pace and shifting priorities.
• Self-starter who proactively identifies opportunities for improvement and takes initiative without being asked.

Responsibilities

• Supports the compilation and analysis of the annual budget and quarterly forecast.
• Produce clear reports that summarize financial output, issues and recommendations.
• Develops and maintains models and tools to support effective and efficient analysis.
• Provide decision support through value added analysis and financial insights.
• Works with business partners to gain a deeper understanding of financial data, to confirm assumptions, and validate output of analyses.
• Analyzes insights on competitor and industry analysis workflows.
• Identifies and pilots new analytical and AI tools (e.g., Copilot, Claude, Power Query) to improve the speed and quality of data analysis and reporting.
• Supports reporting needs of the broader organization to provide increased visibility of financial performance.
• Identifies, recommends and implements continuous process improvement.
• Documents standard processes and process flows.
• Participate in ad hoc initiatives as they arise.
• Travel to other Markel offices, conferences, etc. as required.

Skills

Strong analytical thinking

Critical thinking

Verbal and written communication

Ability to multi-task

Self-starter

Curiosity for AI and automation

Education

Bachelor's degree in finance or related discipline

MBA or MBA pursuit a plus

CPCU or other industry designations a plus

Tools

Power BI

Excel

Job description

Markel is seeking an FP&A Analyst in the United States to turn financial data into actionable insights that guide business decisions. You will collaborate with a global team, work on annual budgets, forecasts, and develop tools to improve analysis and reporting.

The ideal candidate has 1–3 years of relevant experience, strong Excel and Power BI skills, and an interest in applying AI and automation to financial processes.