FP&A Specialist – Insurance Portfolios

About the role

A large U.S. insurer, serving more than 10 million households and holding over $25 billion in gross written premiums, is looking for an FP&A Specialist through its recruiter FBS. The role drives financial planning, forecasting and business performance analysis across several insurance portfolios, working closely with senior stakeholders including the CFO. It is a high-impact individual contributor role with cross-functional reach into Actuarial, Product, Distribution and Commercial areas.

Key responsibilities

• Develop customized financial models supporting planning, forecasting, product development and distribution analytics.
• Analyze sales funnels, lapse curves, persistency, pricing structures and loss performance across entities and insurance lines.
• Lead forecasting and performance tracking with high technical precision and business alignment.
• Validate and present key findings to senior leadership, and ensure timely, accurate management reports, dashboards and presentations.
• Interface with Finance, Actuarial, Product and Sales teams to align data and insights with organizational goals.
• Own control and sign-off processes for financial modeling assumptions and reporting frameworks, and prepare executive decks for the CFO and governance forums.

Required profile

• 5+ years of experience in FP&A or a comparable analytical finance role in the insurance industry, with hands-on experience in financial modeling, forecasting, performance management and executive reporting.
• Insurance industry experience is required.
• Bachelor's degree in Business Administration, Economics, Actuarial Science, Engineering, Finance or a related field.
• Fluency in English and availability to work according to Pacific Standard Time (PST).

Required skills

• Advanced financial modeling, forecasting and planning/business case modeling.
• Advanced Excel.
• Advanced knowledge of insurance industry metrics.
• Entry-level use of AI tools for advanced scenario modeling.

What we offer

• Competitive salary and performance-based bonuses.
• Comprehensive benefits package including private health and dental insurance, pension plan, life insurance and meals tickets.
• Career development and training opportunities.
• Flexible work arrangements (remote) and a dynamic, inclusive work culture.