CFS · 9 hours ago
FP&A Manager
Bradenton, FL
Full-time
Hybrid
Senior Level
7+ years expCFS is a financially stable, growing organization with a strong presence in the insurance industry, and they are seeking an FP&A Manager. This role involves leading all Financial Planning & Analysis activities, partnering with executive leadership to deliver financial insights, and improving FP&A processes.
Human ResourcesStaffing Agency
Responsibilities
The FP&A Manager will lead all Financial Planning & Analysis activities including budgeting, forecasting, and long-range planning
Partner with executive leadership to deliver actionable financial insights and strategic recommendations
Analyze financial performance, trends, and variances; clearly communicate results to stakeholders
Develop and maintain financial models to support business initiatives and operational decisions
Prepare executive-level reporting, dashboards, and presentations
Support insurance-specific financial analysis including loss ratios, underwriting performance, and profitability metrics
Improve FP&A processes, systems, and reporting efficiencies
Collaborate closely with Accounting, Operations, and Executive teams to align financial strategy with business objectives
The FP&A Manager will ensure accuracy, integrity, and consistency of financial data
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CPA a plus)
7+ years of progressive experience in Financial Planning & Analysis
Proven experience building budgets, forecasts, and financial models
Strong analytical, problem-solving, and communication skills
Advanced Excel skills; experience with financial systems and BI tools preferred
Ability to work in a fast-paced, evolving environment and manage multiple priorities
Leadership experience with a collaborative, business-partner mindset
Preferred
Insurance industry experience strongly preferred
Company
CFS
Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Dan Casey
CEO, Founder
Company data provided by crunchbase