Company Overview: A global insurance platform focused on managing general agents (MGAs) and fee-based insurance businesses. The organization operates across multiple European markets with a developing footprint in the United States, supporting a diverse portfolio of specialty insurance operations. The environment is fast-paced and growth-oriented, with a strong emphasis on building scalable financial infrastructure, enhancing reporting capabilities, and enabling data-driven decision-making at the leadership level.
Compensation: Base salary $85,000 - $105,000 with a ~ 20% bonus and a comprehensive benefits package.
Location: Austin, TX (Downtown) | Hybrid
Job Responsibilities
Build financial models and templates to analyze performance, identify trends, and highlight risks and opportunities.
Support development of forecasts and budgets tied to strategic planning initiatives
Assist in managing departmental and regional budgets to ensure alignment with company objectives.
Prepare and deliver financial reporting packages for senior leadership.
Perform variance analysis between actuals, budget, and forecast, with clear commentary on drivers.
Partner with business leaders to gather inputs, present findings, and support decision-making.
Identify and implement improvements to financial processes, reporting, and data accuracy.
Qualifications
2-5 years of FP&A or corporate finance experience.
Must have experience in the insurance industry.
Experience with Oracle, Hyperion, or similar financial systems preferred.
Private equity environments preferred.
Strong Excel skills, including modeling and data analysis.
Ability to communicate effectively across all levels of an organization.
Highly organized with the ability to manage multiple priorities in a fast-paced setting.
Self-motivated with the ability to work independently and meet tight deadlines.
Strong interpersonal and communication skills.
If this sounds like a role that you'd be interested in, don't hesitate to apply, interviews are in progress!
Numbers & Facts
Location
Austin, TX
Skills
Actualsunmatched
Budget Managementunmatched
Budgetingunmatched
Communication Skillsunmatched
Corporate Financeunmatched
Data Analysisunmatched
Data Modelingunmatched
Data Qualityunmatched
Decision Supportunmatched
Financial Analysisunmatched
Financial Modelingunmatched
Financial Planning and Analysis (FP&A)unmatched
Financial Reportingunmatched
Financial Systemsunmatched
Forecastingunmatched
Hyperionunmatched
Insuranceunmatched
Interpersonal Skillsunmatched
Leadershipunmatched
Microsoft Excelunmatched
Multitaskingunmatched
Oracleunmatched
Order Deliveryunmatched
Organizational Skillsunmatched
Performance Analysisunmatched
Reporting Skillsunmatched
Scalable System Developmentunmatched
Strategic Planningunmatched
Time Managementunmatched
Trend Analysisunmatched
Variance Analysisunmatched
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