Senior Financial Planning & Analysis Analyst

Senior Financial Planning & Analysis (FP&A) AnalystThe Senior Financial Planning & Analysis (FP&A) Analyst is responsible for the ownership and delivery of monthly financial reporting, forecasting, and analysis across multiple business units. This role provides actionable financial and operational insights to Finance leadership and business partners, helping to identify key trends, risks, and opportunities that support strategic and operational decision-making. Core responsibilities include leading variance analysis, supporting the quarterly forecasting and annual budgeting processes, and maintaining financial models used for scenario planning and business analysis.This role is also responsible for developing clear, decision-oriented reporting packages and executive dashboards, including P&L, operational metrics, and sales incentive reporting. The Senior FP&A Analyst ensures accuracy, consistency, and transparency in financial outputs while defining and refining KPIs that drive accountability and performance across the organization.

The role also supports ad hoc analysis and executive requests such as reporting around carrier and agencies that drive our business, providing timely insights to support evolving business needs.In addition, the Senior FP&A Analyst plays a key role in advancing financial systems, reporting automation, and data integrity initiatives, including supporting KPI development and validation as part of a company-wide data lake implementation. This position partners cross-functionally with operations, IT, marketing, sales, legal, accounting, and leadership teams while serving as a trusted finance advisor and contributing to continuous improvement of FP&A processes and tools.Key ResponsibilitiesLead monthly financial reporting and analysis for multiple business units, including P&L performance, operational metrics, and production reportingPartner with business leaders to analyze trends, identify risks and opportunities, and provide actionable financial insightsPerform variance analysis against forecast, budget, and prior periods to identify key business driversSupport and coordinate quarterly forecasting and annual budgeting processesDevelop and maintain financial models to support forecasting, scenario planning, and strategic initiativesOversee company-wide sales incentive reporting and compensation analytics, ensuring accuracy and transparencyPrepare executive-level reporting packages, dashboards, and presentations for senior leadershipDefine, monitor, and refine KPIs to drive business performance and accountability across business unitsLead FP&A process improvements, reporting automation, and financial systems enhancements to improve scalability and decision supportCollaborate cross-functionally across operations, sales, accounting, and leadership teams while serving as a trusted finance advisor and mentoring junior analystsAssist with data validation, reporting integrity, and development of financial KPIs related to the implementation and enhancement of a company-wide data lakeQualificationsBachelor's degree in Finance, Accounting, Economics, or related field4–7+ years of experience in FP&A, corporate finance, investment banking, consulting, or related analytical rolesAdvanced Microsoft Excel skills, including complex modeling, scenario analysis, pivot tables, and data manipulationStrong financial modeling and forecasting experience requiredExperience working with ERP systems and financial reporting tools preferredExceptional analytical, organizational, and problem-solving abilitiesStrong communication skills with the ability to present financial concepts to both finance and non-finance audiencesAbility to manage multiple priorities and work independently in a deadline-driven environmentKnowledge of insurance industry preferredWhy Join UsOpportunity to play a visible, strategic role within a growing organizationCollaborative and high-performing team environmentExposure to executive leadership and enterprise-wide initiativesA culture that values innovation, continuous improvement, and professional growthMeaningful opportunity to influence business performance and decision-makingDOXA Insurance Holdings offers a dynamic work environment and a collaborative culture. Our headquarters is located on the 10th floor of the Indiana Michigan building at 101 E. Washington in the revitalized downtown Fort Wayne, Indiana