FP&A Analyst
Core
Turn financial data into insights to guide business decisions, support budgeting and forecasting, and pilot new analytical/AI tools.
Role type
FP&A Analyst
Builds
Annual budgets, quarterly forecasts, financial models, and actionable reporting.
Domain
Insurance/Finance
Deliverable
production ML models | dashboards & analysis
Required skills
Financial modeling, budgeting and forecasting, data analysis, Excel, Power BI, AI tool piloting, process improvement
Preferred skills
MBA, CPCU certification, experience with Copilot/Claude/Power Query
Technologies
Power BI, Excel, Copilot, Claude, Power Query
Responsibilities
Support annual budget and quarterly forecast cycles; develop and maintain financial models; produce clear financial reports; analyze competitor and industry data; pilot new analytical and AI tools; document standard processes; participate in ad hoc initiatives.
Seniority
Junior to Mid-level, hands-on IC
