Senior Manager Financial Planning Analysis

Confie; Dallas (TX); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Performance bonuses

Paid time off

Flexible work options

401k with match

Education advancement

Fitness reimbursement

Inclusive workplace

Employee assistance program

Disability insurance

Hospital indemnity

Job summary

Confie in the United States seeks a Lead FP&A professional to direct planning, forecasting, and alignment of financial goals for the US Non-Standard Insurance Retail business. This role collaborates with the Senior Dir, FP&A, guiding the team through annual budget cycles, quarterly forecasts, and monthly financial reporting.

Responsibilities include building and refining P&L models, performing ad-hoc analyses to inform strategy, and partnering with leaders to tie metrics to financial

Qualifications

• Bachelor's Degree in Finance or Accounting.
• Exceptional critical thinking and problem-solving skills.
• Advanced Excel skills with in-depth analytics and financial modeling.
• Full P&L budgeting and forecasting experience.
• Strong understanding of P&L and its relation to business decisions.
• Knowledge of Tableau or similar visualization tool.
• Ability to track and prioritize multiple tasks.

Responsibilities

• Lead planning, reporting, and alignment of financial goals for US Non-Standard Insurance Retail business.
• Partner with senior FP&A leaders to develop full P&L forecasts and budgets.
• Provide insights and analytics around business performance for leaders across the company.
• Prepare monthly financial reporting for management.
• Create ad-hoc analyses to drive business strategy and ROI.
• Collaborate with Accounting during month-end and forecast updates.

Skills

Critical thinking

Excel

Financial analytics

P&L understanding

Multitasking

Tableau

Education

Bachelor's degree in Finance or Accounting

Tools

Tableau

Job description

• Comprehensive benefits package including medical, dental, vision, and life insurance
• Performance-based bonuses to reward your contributions*
• Paid time off to recharge and maintain a healthy work-life balance
• Flexible work options, including remote and hybrid opportunities, if eligible
• Retirement Plan (401k) with company-matched contributions
• Education Advancement, for employees and qualified dependents, via the Confie Enablement Scholarship Fund
• Fitness Reimbursement – up to $15/month for gym memberships
• Inclusive workplace through a strong commitment to Diversity, Equity, and Inclusion
• Employee Assistance Program – confidential support for personal or professional challenges, at no cost
• Extra Perks – optional plans for disability, hospital indemnity, health advocate program, universal life, critical illness, accident insurance, and even pet insurance

Purpose

Lead planning, reporting, and alignment of financial goals for US Non-Standard Insurance Retail business. Work closely with the Senior Dir, FP&A, and guide the team and company through the annual budget and quarterly forecasting processes, monthly financial reporting, and provide insights and analytics around business performance. Serve as a key financial business partner to leaders throughout the Company.

Lead the process for developing full P&L and other non-P&L financial forecasts and budgets based on trends, business decisions, sales input, and interaction with cross-functional business partners.

Partner with key business leaders to build and improve upon current business analytics and tie key metrics to financial performance.

Act as the primary FP&A liaison for the assigned areas of responsibilities.

Prepare monthly financial reporting for management.

Create ad-hoc analyses to drive business strategy, improve efficiency, and maximize ROI.

Continuously look for ways to improve a process; streamline budget and forecast cycles.

Work closely with Accounting during month-end, summarize performance, and determine how results will impact future forecasts.

Qualifications and Education Requirements

Bachelor's Degree in Finance or Accounting

Minimum 5 years of experience in a Financial Analytics role.

Exceptional critical thinking and problem-solving skills.

Full P&L budgeting and forecasting experience required.

Advanced Excel skills required with experience performing in-depth business analytics and building financial models.

A strong understanding of the P&L with the ability to make a correlation between business/client decisions and P&L impacts.

Knowledge of a visualization tool such as Tableau.

Ability to track and prioritize multiple simultaneous tasks.

Other Duties

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice

Notice

As permitted by applicable law and from time-to-time, Confie may use a computer system that has elements of artificial intelligence to help make decisions about your employment, including recruitment, hiring, renewal of employment, or the terms and conditions of your employment. Employees with questions about Confie’s use of these computer systems should contact Human Resources at [e-mail]