FP&A Manager
Navia Benefit Solutions
Moraine, OH
Apply
JOB DETAILS
JOB TYPE
Full-time
SKILLS
Accounting, Actuals, Analysis Skills, Asset Management, Budgeting, Business Administration, Business Intelligence Software, Business Operations, Business Services, Cadence, Capital Allocation, Cash Flow, Certified Public Accountant (CPA), Channel Strategies, Chartered Financial Analyst (CFA), Communication Skills, Compensation and Benefits, Consulting, Corporate Finance, Customer Relations, Customer Support/Service, Decision Support, Economics, Employee Benefits, Entrepreneurship, Finance, Financial Analysis, Financial Modeling, Financial Operations, Financial Planning, Financial Planning and Analysis (FP&A), Financial Systems, Food and Beverage Industry, Forecasting, Head of Finance, Healthcare, Investment Capital, Investor Relations, Leadership, Management Reporting, Mergers and Acquisitions, Metrics, Operational Audit, Operational Strategy, Operational Support, Organizational Skills, Performance Analysis, Performance Management, Performance Metrics, Podcasting, Power BI, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Real Estate, Reporting Dashboards, Resource Management, Risk, Risk Analysis, Scalable System Development, Standards Development, Tableau, Team Player, Trend Analysis, Variance Analysis
LOCATION
Moraine, OH
POSTED
Today
Role Overview
Navia Benefit Solutions is seeking a skilled FP&A Manager to join a high-growth, sponsor-backed organization at a pivotal stage of evolution. As a recent Shore Capital platform investment within the Employee Benefits TPA space, Navia is actively scaling its capabilities and building the financial infrastructure required to support rapid expansion and long-term value creation.
This is a highly visible, newly created role with the opportunity to shape and lead the company’s financial planning and analysis function. Reporting directly to the CFO, this position will serve as a key finance leader—owning forecasting, budgeting, and performance analytics—while acting as a strategic partner to executive and functional leaders across the business.
The role blends hands-on analytical rigor with forward-looking business insight. You will play a critical part in driving growth, enhancing operational performance, and informing decision-making in a dynamic, private equity-backed environment.
We are seeking a candidate who thrives in fast-paced, high-accountability settings, brings strong intellectual curiosity and sound judgment, and excels at translating complex financial data into clear, actionable insights for senior leadership.
We are a people-first benefits administrator powered by a fast-growing team of creative thinkers, problem solvers, and doers, all focused on elevating the client and participant experience. For more than 50 years, Navia has helped employers nationwide simplify complex benefits, supporting over a million participants across FSAs, HSAs, HRAs, retirement, and lifestyle accounts.
Our mission is simple: create better lives by delivering a seamless, exceptional benefits experience through intuitive technology and high-touch service. If you are passionate about service, driven to improve how benefits work, and excited to be part of an inclusive, forward-thinking team, you will fit right in.
Shore Capital, a Chicago-based private equity firm with an office in Nashville, is an investor in lower-middle market companies in the Healthcare, Food and Beverage, Business Services, Industrial, and Real Estate industries.
Shore’s strategy is to support management partners to grow faster with less risk through access to capital, world-class board and operational resources, and unmatched networking, development, and shared learnings across the portfolio.
From 2020-2025, Shore received recognition from Inc. Magazine as a 6x Top Founder Friendly Investor and by Pitchbook Research for leading U.S. Private Equity deal volume for the past 10 years, from 2015-2024. Shore targets investments in proven, successful private companies with superior management teams, stable cash flow, and significant potential to grow through industry consolidation and organic growth to generate value for shareholders.
Shore has approximately $17 billion of assets under management and in additional investment platforms to which it provides business and operational consulting services.
To learn more about Shore Capital Partners, and for more information on these awards and investment platforms, please visit https://link.edgepilot.com/s/9d35883d/EoDykm6A0k6nxvwTT6ZLBQ?u=http://www.shorecp.com/.
Key Responsibilities
Financial Planning & Forecasting
- Own the annual budget, rolling forecast, and multi‑year financial planning processes
- Build and maintain driver‑based financial models, scenario analyses, and sensitivity analyses
- Partner with department leaders to align financial plans with operating and strategic priorities
- Deliver monthly and quarterly variance analysis, trend analysis, and KPI reporting with clear narratives and implications
- Develop dashboards and executive‑ready reporting that provide visibility into financial and operational performance
- Identify risks, opportunities, and improvement initiatives through deep analysis of financial and operating data
- Function as a finance business partner to operational leaders, supporting decision‑making and resource allocation
- Support M&A activities including financial modeling, diligence support, and post‑close performance tracking
- Contribute to capital allocation decisions, investment cases, and long‑range value creation initiatives
- Improve FP&A processes, templates, and cadence to enhance efficiency, accuracy, and insight
- Support the development of standardized KPIs and metrics aligned with management and investor expectations
- Collaborate closely with accounting to ensure consistency between actuals, forecasts, and reporting
- Prepare materials for executive leadership, board discussions, and sponsor/investor reporting
- Clearly communicate financial insights to non‑finance stakeholders with confidence and credibility
- Serve as a dependable thought partner to senior leadership on financial and operational topics
Education
- Bachelor’s degree in Finance, Accounting, Economics, or a related field required
- MBA, CPA, or CFA a plus but not required
- 4–8+ years of progressive FP&A, corporate finance, consulting, or transaction‑related experience
- Experience in a private equity–backed, multi‑site, or high‑growth environment strongly preferred
- Demonstrated ownership of budgeting, forecasting, and management reporting processes
- Advanced Excel modeling and analytical skills
- Experience with BI tools (Power BI, Tableau, or similar) and financial systems/ERPs
- Strong understanding of KPIs, margin analysis, and operational drivers
- Experience supporting M&A, integration, or growth initiatives is a plus
- High integrity, professionalism, and accountability
- Self‑starter who can operate independently while remaining highly collaborative
- Strong executive communication and presentation skills
- Intellectual curiosity with the ability to connect detail‑level analysis to strategic outcomes
- Organized, adaptable, and comfortable managing competing priorities
This is a high‑visibility FP&A role offering the opportunity to:
- Partner closely with CFO and executive leadership team
- Influence strategic decisions and operational performance
- Build scalable FP&A infrastructure in a growth‑oriented organization
- Develop a strong foundation for future senior finance leadership roles
The following resources provide deeper background on Shore Capital Partners, our investment philosophy, team culture, and notable portfolio outcomes.
Podcasts & Media
- Shore Origin Story: https://link.edgepilot.com/s/5bd98546/vcPRkg8n4UqEdK0jf1Rv1Q?u=https://www.shorecp.com/about
- Shore Capital Podcasts: https://link.edgepilot.com/s/20f5b751/jNMf0412iEyVtGMkHqjFcQ?u=https://www.shorecp.com/podcasts
- Executive Leadership Academy Highlight Video: https://link.edgepilot.com/s/ade8b454/1pJMR007jkqu5HGj5E_lUQ?u=https://shorecp.university/programs/executive-leadership-academy/
- Vanderbilt Center for Entrepreneurship: Creating a PE Firm with Justin Ishbia of Shore Capital Partners — https://link.edgepilot.com/s/57c7b5f1/6QLNRry3FECzkfexynxPkg?u=https://www.vanderbilt.edu/entrepreneurship/shore-capital
- Justin Ishbia Invest Like the Best: https://link.edgepilot.com/s/fa2acf5f/gxNTvRhOMU265bUt4RtbgA?u=https://podcasts.apple.com/us/podcast/justin-ishbia-lessons-from-acquiring-586-companies/id1154105909?i=1000724519406
Candidates within 30 miles of one of our four office locations may be asked to come into the office for a hybrid schedule depending on the role.
Eligible candidates will reside in one of the following states: AZ, CA, CO, FL, GA, IL, IN, KS, MA, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, OR, PA, SD, TN, TX, UT, AND WA
- Impact: Play a pivotal role in supporting employers and employees nationwide.
- Growth: Advance your skills with a team committed to excellence and innovation.
- Culture: Join a company that values collaboration, innovation, and customer-first solutions.
- Competitive Salary Range: [insert salary band]
- Generous health benefits
- Company sponsored wellness benefits
- Complimentary Life Insurance and Long-Term Disability Insurance
- Paid time off
- 6 Paid Holidays & 2 Paid Floating Holidays
- Work from home and hybrid schedules available!
Take the first step toward your new career in creating better lives —apply now!
For any questions or to check on your application, reach out to HR@naviabenefits.com.
Please visit our career page and apply directly: www.naviabenefits.com/workatnavia
Not all positions allow for remote work, but those that do will only be available in the following states: AZ, CO, FL, GA, IL, IN, KS, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, PA, SD, TN, TX, UT.
Powered by JazzHR
About the Company
N