Senior Financial Planning & Analysis Analyst

AGIA Affinity

Senior FP&A Analyst at DOXA managing financial reporting and strategic insights across multiple business units. Collaborating with leadership to refine KPIs and drive business performance.

Posted 5/22/2026full-timeFort Wayne • 🇺🇸 United StatesSeniorWebsite

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Lead monthly financial reporting and analysis for multiple business units, including P&L performance, operational metrics, and production reporting
Partner with business leaders to analyze trends, identify risks and opportunities, and provide actionable financial insights
Perform variance analysis against forecast, budget, and prior periods to identify key business drivers
Support and coordinate quarterly forecasting and annual budgeting processes
Develop and maintain financial models to support forecasting, scenario planning, and strategic initiatives
Oversee company-wide sales incentive reporting and compensation analytics, ensuring accuracy and transparency
Prepare executive-level reporting packages, dashboards, and presentations for senior leadership
Define, monitor, and refine KPIs to drive business performance and accountability across business units
Lead FP&A process improvements, reporting automation, and financial systems enhancements to improve scalability and decision support
Collaborate cross-functionally across operations, sales, accounting, and leadership teams while serving as a trusted finance advisor and mentoring junior analysts
Assist with data validation, reporting integrity, and development of financial KPIs related to the implementation and enhancement of a company-wide data lake

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Economics, or related field
4–7+ years of experience in FP&A, corporate finance, investment banking, consulting, or related analytical roles
Advanced Microsoft Excel skills, including complex modeling, scenario analysis, pivot tables, and data manipulation
Strong financial modeling and forecasting experience required
Experience working with ERP systems and financial reporting tools preferred
Exceptional analytical, organizational, and problem-solving abilities
Strong communication skills with the ability to present financial concepts to both finance and non-finance audiences
Ability to manage multiple priorities and work independently in a deadline-driven environment
Knowledge of insurance industry preferred

Benefits

Comp & perks

Competitive benefits and compensation
Culture empowerment
Commitment to innovation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial reportingvariance analysisfinancial modelingforecastingbudgetingdata validationKPI developmentreporting automationscenario analysisdata manipulation

Soft Skills

analytical abilitiesorganizational skillsproblem-solvingcommunication skillsmentoringcollaborationindependencetime managementpresentation skillstrustworthiness