Sr. Manager, FP&A

Sr. Manager, FP&A

We are partnering with a leading financial services organization to identify a Sr. Manager, FP&A to join its Finance team. This is an outstanding opportunity for a highly analytical finance professional with strong financial modeling and forecasting experience who enjoys solving complex business challenges and partnering across multiple functions.

In this role, you'll play a key part in developing and enhancing enterprise financial planning models, supporting investment income forecasting, and delivering meaningful insights that help drive strategic decision-making. You'll collaborate closely with teams across Investments, Treasury, Actuarial, Accounting, Risk, and Finance to improve forecasting capabilities and strengthen the organization's financial planning processes.

What You'll Do

• Develop, enhance, and maintain enterprise financial planning and forecasting models.

• Build financial models that incorporate investment, liability, treasury, accounting, and other key financial data.

• Support investment income forecasting, asset-liability analysis, and financial scenario modeling.

• Analyze forecast results and explain key drivers behind changes in financial performance.

• Perform variance analysis by comparing actual results to forecasts and identifying key trends.

• Evaluate model assumptions, sensitivities, and financial projections to support business planning.

• Partner with cross-functional teams to gather data, validate assumptions, and improve forecasting accuracy.

• Translate complex financial analysis into clear, actionable insights for business leaders.

• Strengthen model governance, documentation, and internal controls.

• Identify opportunities to improve reporting, automation, and financial planning processes.

• Support monthly, quarterly, and annual planning cycles, along with special projects and strategic initiatives.

What We're Looking For

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Actuarial Science, Engineering, Statistics, or another quantitative field.

• 6–8+ years of experience in FP&A, financial modeling, actuarial analysis, investment analytics, consulting, insurance finance, or a related analytical role.

• Strong financial modeling and forecasting experience.

• Advanced Microsoft Excel skills with the ability to build and maintain complex financial models.

• Strong understanding of financial planning, investment performance, and forecasting methodologies.

• Excellent analytical, organizational, and problem-solving abilities.

• Strong communication skills with the ability to present complex financial information to both technical and non-technical audiences.

• Ability to manage multiple priorities in a fast-paced, collaborative environment.

Preferred Experience

• Experience within insurance, annuities, asset management, banking, or financial services.

• Exposure to investment income forecasting, asset-liability management, or enterprise financial planning.

• Professional certifications such as CFA, CPA, ASA, FSA, or MBA are a plus.

• Experience with financial planning systems, databases, or business intelligence tools.

• Experience supporting automation, process improvement, and data-driven decision-making.

Why Consider This Opportunity?

• Join a collaborative finance team supporting strategic planning across a sophisticated financial organization.

• Work on high-impact forecasting, modeling, and financial analytics projects.

• Partner with senior leaders across Finance, Investments, Treasury, Actuarial, and Risk.

• Opportunity to influence enterprise planning processes while continuing to grow your technical and leadership skills.

If you're a finance professional with a passion for financial modeling, forecasting, and strategic analysis, we'd welcome the opportunity to have a confidential conversation.