FP&A Specialist - Insurance

About the role

A large U.S. insurer with over $25 billion in gross written premiums and more than 10 million households served is looking for an FP&A Specialist. 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 for 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
• Partner with business owners to turn technical analysis into executive insights and shape financial strategy
• Own control and sign-off processes for financial modeling assumptions and reporting frameworks
• Prepare and present management reports and executive decks, including 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
• Availability to work according to Pacific Standard Time (PST)

Required skills

• Advanced financial modeling
• Advanced forecasting, planning and 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)