Overview
Role Summary
We are seeking a highly analytical and detail-oriented Manager to support FP&A activities related to expense analysis, planning, and reporting.
This is a high-impact role requiring strong ownership, technical capability, and a hands-on approach to financial analysis. The role will partner closely with business stakeholders and finance teams to support expense management, budgeting, and allocations, while driving process improvements and automation across FP&A.
The ideal candidate combines strong analytical skills, attention to detail, and a proactive mindset, with the ability to leverage data, systems, and emerging tools – including AI – to improve efficiency and insight generation.
Responsibilities
Key Responsibilities
- Analyze expenses across business units, including variance analysis (actual vs. budget, prior periods, and key drivers)
- Support budgeting and forecasting processes for expenses, including development of allocation methodologies and cost drivers
- Contribute to the design and implementation of expense planning processes within Oracle or similar systems
- Develop, maintain, and enhance datasets, reports, and dashboards using Excel, Power Query, and Power BI
- Work with large, structured datasets, ensuring data accuracy and consistency across reporting and planning outputs
- Identify opportunities to improve expense reporting processes and drive automation of recurring workflows
- Identify and support practical applications of automation and AI to enhance financial analysis, reporting, and efficiency
- Partner with business and functional teams to support understanding of expense drivers and financial results
- Prepare clear, structured analyses and presentations for finance and business stakeholders
- Ensure strong documentation, controls, and reconciliation of expense data and reporting outputs
- Support ad hoc analysis and special projects as needed
Qualifications
Qualifications & Experience
- Solid understanding of financial concepts and expense management as well as strong familiarity with insurance industry concepts
- Experience in FP&A, expense reporting, or financial analysis within a corporate environment
- Strong analytical mindset with exceptional attention to detail
- Advanced Excel skills; proficiency with Power Query and/or Power BI preferred
- Experience working with financial systems (e.g., Oracle, SAP, Hyperion/FCCS) or similar enterprise tools
- Experience working with large datasets and supporting data-driven reporting processes
- Demonstrated experience improving processes, automating workflows, or enhancing reporting efficiency
- Exposure to data analytics tools or AI-driven solutions in a finance context preferred
- Strong communication skills with ability to effectively partner with non-finance stakeholders
- Experience in expense reporting, cost allocations, or budgeting processes is a strong plus
- Experience in Big 4 or similar environment is a plus
Key Competencies
- Extreme attention to detail and commitment to accuracy
- Ability to operate independently and take full ownership of deliverables
- Ability to “roll up sleeves” and work in the details while maintaining a high-level perspective
- Strong business partnering skills and ability to communicate financial concepts clearly
- Quick learner with strong intellectual curiosity and adaptability
- Strong organizational and problem-solving skills
- Ability to manage multiple priorities in a fast-paced environment
- Continuous improvement mindset with focus on automation, efficiency, and innovation
- Comfortable working with large datasets and evolving processes
