Senior FP&A Analyst: AI-Driven Forecasting & Insight

Relation Insurance, Inc. - Corporate; United States; Remote; USD 81,000 - 133,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits including 401K

Paid time off and holidays

Career development opportunities

Job summary

Relation Insurance Inc. is seeking a Senior Financial Analyst to support budgeting, forecasting, financial reporting, and business performance analysis across our units.

You will develop, enhance, and maintain financial models and tools to improve forecast accuracy and provide insight into results. The role participates in month‑end close, supports strategic initiatives and ad‑hoc analyses, and collaborates with accounting, finance, compensation, and other teams to ensure accurate reporting and

Qualifications

• Four-year degree in Accounting, Finance, Economics, Business, Statistics or related field preferred.
• Minimum 5 years of experience in financial analysis, business administration, general accounting, economic analysis, or related discipline.
• CPA a plus.
• Previous experience within an insurance brokerage, professional services, or financial services environment preferred.
• Strong proficiency in Excel and PowerPoint, with working knowledge of Word, financial systems, reporting tools, and related business software.
• Strong analytical, mathematical, financial modeling, and critical-thinking skills.
• Ability to independently analyze financial results, prepare supporting schedules, and present findings and recommendations to management.
• Ability to build budgets, forecasts, and financial models, including customer, product, or line-of-business analysis.

Responsibilities

• Prepares financial analyses, reporting, and recommendations for assigned departments to support budgeting, forecasting, and business planning activities.
• Analyzes and evaluates departmental budget requests, supporting budget documents, reports, recommendations, and related impact analyses.
• Develops, enhances, and maintains financial models, forecasts, and analytical tools to support accurate reporting, performance analysis, and informed decision‑making.
• Communicates expected and actual financial results, including key assumptions, business drivers, trends, and variances.
• Supports department representatives in preparing budget requests, including documentation, research, analysis, and budget impact support.
• Supports budget discussions and presents financial data, analysis, and recommendations as needed.
• Provides technical and analytical support on budget matters, forecasting activities, and business planning initiatives.
• Identifies, analyzes, and communicates financial issues that may impact business objectives and provides recommended solutions for review.
• Supports audit processes through accurate documentation, analysis and timely delivery of required information.
• Completes special projects, requests for financial information from business unit leaders, ad‑hoc analyses, and line‑of‑business reporting.
• Collaborates with accounting, finance, compensation, and other internal teams to support accurate reporting, budgeting, forecasting, and analysis.
• Participates in finance‑led process improvement initiatives by identifying opportunities to improve reporting, modeling, forecasting, and analytical processes.
• Embraces technology, automation, data tools, and Relation's proprietary AI resources to improve efficiency, strengthen analysis, enhance reporting accuracy, and support informed business decision‑making.

Skills

Excel

PowerPoint

Word

Financial modeling

Forecasting

Analytical thinking

Communication

Education

Bachelor's degree in Accounting, Finance, Economics, Business, Statistics or related field

Tools

Financial systems

Reporting tools

Job description

Relation Insurance Inc. is seeking a Senior Financial Analyst to support budgeting, forecasting, financial reporting, and business performance analysis across our units.

You will develop, enhance, and maintain financial models and tools to improve forecast accuracy and provide insight into results. The role participates in month‑end close, supports strategic initiatives and ad‑hoc analyses, and collaborates with accounting, finance, compensation, and other teams to ensure accurate reporting and