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Financial Planning & Analysis Manager

Foundation Risk PartnersOrlando, FL

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Job Description

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Financial Planning & Analysis Manager to their team in the Central Florida area.

We're looking for a highly analytical and intellectually curious FP&A Manager who thrives in collaborative environments and can translate complex financial data into actionable insights for non-financial stakeholders. Insurance industry experience a plus but not required-what matters most is your ability to dive deep into data, ask the right questions, and communicate effectively across departments.

Key responsibilities:

  • Lead budgeting, forecasting, and variance analysis processes in partnership with Business Unit leaders.
  • Develop and maintain financial models to support strategic decision-making.
  • Analyze financial performance and identify trends, risks, and opportunities.
  • Present financial insights in a clear, compelling way to non-financial teams.
  • Collaborate cross-functionally to ensure alignment between financial plans and operational goals.
  • Support ad hoc analysis and special projects as needed.
  • Help improve FP&A processes and tools for better efficiency and accuracy.

Qualifications:

  • Bachelor's degree in Finance, Accounting, Economics, or related field.
  • 5+ years of experience in FP&A or related financial roles.
  • Strong analytical skills and intellectual curiosity-always asking "why" and "what if."
  • Excellent communication skills, especially with non-financial audiences.
  • Comfortable working in a fast-paced, hands-on environment.
  • Proficiency in Excel and financial planning tools (e.g., Adaptive Insights, Workday, etc.).
  • Experience working with senior leadership and cross-functional teams.
  • Self-starter with a proactive mindset.
  • Comfortable with ambiguity and problem-solving.
  • Collaborative and team-oriented.

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