Senior Manager, FP&A

YOUR ROLE

The Senior Manager, Financial Planning & Analysis (FP&A) is a key individual contributor on the Finance team, partnering closely with the AVP of Finance, the CFO, and cross-functional leaders to drive the organization's planning, forecasting, and analytical processes. This role owns the end-to-end FP&A cycle-budgeting, forecasting, financial modeling, and management reporting-and serves as a trusted advisor providing the insights and recommendations that support strategic decision-making and long-term growth.

WHAT YOU'LL DO

Budgeting, Forecasting & Long-Range Planning

• Lead the annual budgeting process, including coordination with department leaders, consolidation of inputs, and developing presentation of final budgets for executive review
• Own the monthly and quarterly forecasting cycles, ensuring accuracy, timeliness, and alignment with business performance
• Support the development of multi-year financial plans and long-range strategic models
• Partner with leaders to translate operational plans into financial targets and resource requirements.

Financial Modeling & Analysis

• Build and maintain financial models to evaluate business performance, scenarios, and strategic initiatives
• Conduct variance analysis (actuals vs. budget vs. forecast) and clearly communicate drivers of performance
• Develop revenue, expense, and headcount models that scale with the business
• Support ad hoc analyses for leadership, such as pricing, unit economics, cohort analysis, and ROI assessments.

Business Partnership & Decision Support

• Serve as a strategic finance partner to functional leaders, providing data-driven insights and recommendations.
• Identify trends, risks, and opportunities through ongoing analysis of financial and operational KPIs.
• Support evaluation of investment decisions, capital allocation, and new business initiatives
• Management Reporting & Insights.
• Prepare monthly, quarterly, and annual financial reporting packages for executive leadership and the board.
• Design dashboards and reporting tools that surface key metrics and provide clear visibility into business performance.
• Translate complex financial data into clear narratives and actionable recommendations for non-finance audiences.
• Partner with Accounting to ensure consistency between management reporting and financial statements.

Process Improvement & Systems

• Continuously improve FP&A processes, tools, and workflows to drive efficiency and scalability
• Help implement and optimize FP&A and ERP systems, automation tools, and reporting platforms
• Establish and document best practices, controls, and standard operating procedures within FP&A.
• Other duties and responsibilities as assigned.

YOUR LOCATION

This is a fully remote role, with the exception of onboarding and optional in-office events.

Skills & Experience

• Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA, CPA, or CFA preferred
• 7+ years of progressive experience in FP&A, corporate finance, investment banking, or related disciplines
• Advanced financial modeling skills and expert proficiency in Excel
• Experience with ERP, EPM, and BI tools (e.g., Oracle, Power BI, Tableau, Looker)
• Strong analytical and problem-solving skills with a track record of translating data into actionable insights
• Excellent communication skills, with the ability to influence stakeholders at all levels
• Demonstrated ability to operate independently while collaborating effectively across teams
• High attention to detail balanced with the ability to see the bigger picture
• Comfort working in a fast-paced environment with shifting priorities and tight deadlines

Physical Requirements

• Must be able to sit/stand/walk for prolonged periods of time, (up to 8 hours per day) at a desk working on a computer.
• Must be able to use standard office equipment for extended periods of time, including but not limited to, a mouse, keyboard, phone and video conferencing.

Bold Penguin is the premier digital broker for commercial insurance. Their technology expands top-of-funnel demand and increases yield for enterprise partners. Through digital distribution, wholesale capabilities, and AI-driven insights, they transform the lifecycle of both simple and complex risks, from prospecting to placement.

Benefits

We offer competitive compensation and progressive benefits that include:

• Medical, Dental, and Vision
• Flexible PTO Policy
• 401(k) with a company match
• Employee Assistance Program
• Parental Leave
• Disability and Life Benefits

Stay connected to the Glacier. We have great SLACK channels for work and play. We also like to video conference and hold all-hands "Waddles" regularly.

Penguin bling. Like swag themed after a certain Antarctic bird? Just. You. Wait.

Bold Penguin believes in inclusion. That's why we're proud to be an equal opportunity employer that considers all qualified applicants regardless of race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. To learn more about our results-focused culture and employee-focused perks, read more on our careers page.