Lead end-to-end budgeting, planning, and forecasting processes for the Global Specialty business unit
Develop driver-based financial models tailored specifically for insurance product dynamics and P&L structures
Analyze revenue, loss ratios, claims patterns, underwriting performance, and other insurance-related KPIs
Prepare executive-level reporting packages comparing actuals to forecast, budget, and prior periods
Provide regular visibility into operational and financial risks and opportunities across the portfolio
Serve as the primary finance partner to Global Specialty leadership
Use financial modeling and analysis to support growth and strategic initiatives
Support the implementation of enterprise FP&A tools and process enhancements
Collaborate cross-functionally with Global Specialty Leadership, Data & Analytics, and Corporate Accounting
Build strong relationships with leadership and insurance segment agency partners to support financial performance and operational execution
Represent FP&A in strategic discussions
Mentor and lead a team of analysts

Requirements

Bachelor’s degree in Finance, Economics, Accounting, or related quantitative field
10+ years of FP&A or finance experience, with at least 5 years in leadership and people management roles
Insurance industry experience required (e.g., brokerage, carrier); strong understanding of insurance financials, loss ratios, claims, underwriting, and product economics
Exceptional financial modeling capabilities, advanced Excel proficiency, and experience building complex analytical models
Experience with FP&A planning tools (e.g., Adaptive, Anaplan, Oracle EPM)
Strong analytics background, including experience with BI tools (Power BI, Tableau, Looker)
Strong partnership with data and technology teams; familiarity with data governance, data warehouses, and semantic layers
Proven record of developing high-performing teams
Excellent communication skills with the ability to deliver insights clearly and concisely to executive leadership
Demonstrated ability to drive process improvement and analytical excellence

Benefits

Comprehensive medical insurance, dental insurance, and vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave and paid paternity leave (including for adoptive parents)
Legal plan options
Pet insurance coverage

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

financial modelingbudgetingforecastinganalytical modelsadvanced Exceldata governancedata warehousesprocess improvementinsurance financialsKPI analysis

Soft skills

leadershipcommunicationmentoringcollaborationrelationship buildingstrategic thinkinganalytical excellencevisibility into risksteam managementinsight delivery