We are partnering with a leading financial services organization to identify a Sr. Manager, FP&A to join its Finance team. This is an outstanding opportunity for a highly analytical finance professional with strong financial modeling and forecasting experience who enjoys solving complex business challenges and partnering across multiple functions.
In this role, you'll play a key part in developing and enhancing enterprise financial planning models, supporting investment income forecasting, and delivering meaningful insights that help drive strategic decision-making. You'll collaborate closely with teams across Investments, Treasury, Actuarial, Accounting, Risk, and Finance to improve forecasting capabilities and strengthen the organization's financial planning processes.
What You'll Do
Develop, enhance, and maintain enterprise financial planning and forecasting models.
Build financial models that incorporate investment, liability, treasury, accounting, and other key financial data.
Support investment income forecasting, asset-liability analysis, and financial scenario modeling.
Analyze forecast results and explain key drivers behind changes in financial performance.
Perform variance analysis by comparing actual results to forecasts and identifying key trends.
Evaluate model assumptions, sensitivities, and financial projections to support business planning.
Partner with cross-functional teams to gather data, validate assumptions, and improve forecasting accuracy.
Translate complex financial analysis into clear, actionable insights for business leaders.
Strengthen model governance, documentation, and internal controls.
Identify opportunities to improve reporting, automation, and financial planning processes.
Support monthly, quarterly, and annual planning cycles, along with special projects and strategic initiatives.
What We're Looking For
Bachelor's degree in Finance, Accounting, Economics, Mathematics, Actuarial Science, Engineering, Statistics, or another quantitative field.
6–8+ years of experience in FP&A, financial modeling, actuarial analysis, investment analytics, consulting, insurance finance, or a related analytical role.
Strong financial modeling and forecasting experience.
Advanced Microsoft Excel skills with the ability to build and maintain complex financial models.
Strong understanding of financial planning, investment performance, and forecasting methodologies.
Excellent analytical, organizational, and problem-solving abilities.
Strong communication skills with the ability to present complex financial information to both technical and non-technical audiences.
Ability to manage multiple priorities in a fast-paced, collaborative environment.
Preferred Experience
Experience within insurance, annuities, asset management, banking, or financial services.
Exposure to investment income forecasting, asset-liability management, or enterprise financial planning.
Professional certifications such as CFA, CPA, ASA, FSA, or MBA are a plus.
Experience with financial planning systems, databases, or business intelligence tools.
Experience supporting automation, process improvement, and data-driven decision-making.
Why Consider This Opportunity?
Join a collaborative finance team supporting strategic planning across a sophisticated financial organization.
Work on high-impact forecasting, modeling, and financial analytics projects.
Partner with senior leaders across Finance, Investments, Treasury, Actuarial, and Risk.
Opportunity to influence enterprise planning processes while continuing to grow your technical and leadership skills.
If you're a finance professional with a passion for financial modeling, forecasting, and strategic analysis, we'd welcome the opportunity to have a confidential conversation.