Senior FP&A Analyst – Retirement, Life and Creditor Insurance

Caixa Vida e Previdência

. Analyze the financial and operational performance of the Retirement, Life and Creditor Insurance business lines, identifying trends, risks and opportunities.

Posted 10/28/2026full-timeSão Paulo • BrazilSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Financial Planning and Analysis (FP&A), including Forecasting, Budgeting, and Financial Modeling. Proficient in analyzing financial performance and preparing executive presentations for strategic decision-making.

Highest-signal resume keywords

Financial Planning And Analysis (FP&A)Financial ModelingForecasting And BudgetingMicrosoft ExcelPower BI

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisScenario AnalysisSensitivity AnalysisData InterpretationProfitability MetricsPortfolio ManagementLong-Term PlanningFinancial Flow ProjectionsCost ControlFinancial Transformation

Soft Skills

Excellent Communication SkillsAnalytical Ability

Tools & Technologies

Microsoft OfficePowerPointSQLPython

Industry Keywords

Retirement InsuranceLife InsuranceCreditor InsuranceInsurance Financial IndicatorsContinuous Improvement Initiatives

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Analyze the financial and operational performance of the Retirement, Life and Creditor Insurance business lines, identifying trends, risks and opportunities.
Prepare and monitor Forecast, Budget and long-term Strategic Planning processes.
Develop financial models to project revenue, expenses, margins, profit and value creation.
Perform scenario and sensitivity analyses to support strategic decisions and assess financial impacts.
Monitor and analyze administrative and operating expenses, identifying variances and proposing corrective actions and efficiency opportunities.
Track performance, profitability and productivity indicators for the business lines.
Support economic feasibility studies, product launches, strategic initiatives and corporate projects.
Prepare executive presentations for the board and senior leadership, translating complex financial information into clear, objective recommendations.
Partner with business, sales, product, operations, controllership and actuarial teams, promoting an integrated view of results.
Ensure the quality, consistency and governance of information used in financial planning and analysis processes.

Requirements

What you’ll need

Bachelor’s degree in Business Administration, Economics, Accounting, Actuarial Science or a related field.
Solid experience in FP&A, Financial Planning, Controllership or related areas.
Experience analyzing financial results and performance indicators.
Experience preparing Forecasts, Budgets and Long-Term Plans.
Experience with financial modeling and financial flow projections.
Experience monitoring and controlling administrative and operating expenses.
Advanced proficiency in Microsoft Office, with strong command of Excel and PowerPoint.
Knowledge of Power BI for building dashboards and management reporting.
Analytical ability to process and interpret large volumes of data.
Excellent communication skills for interacting with stakeholders at different organizational levels and preparing executive materials.
Preferred: knowledge of Retirement, Life and Creditor Insurance products.
Preferred: knowledge of SQL for data extraction, transformation and analysis.
Preferred: knowledge of Python for process automation, financial modeling and advanced analytics.
Preferred: experience in the insurance and retirement savings markets.
Preferred: knowledge of profitability metrics, portfolio management and insurance financial indicators.
Preferred: experience with financial transformation, automation and continuous improvement initiatives.
Preferred: knowledge of long-term modeling and projections.

Benefits

Comp & perks

Profit-sharing program
Flexible working hours (start between 8:00 a.m. and 10:00 a.m.; finish between 5:00 p.m. and 7:00 p.m.)
Food and meal vouchers
Complimentary Wellhub Gold+
Transportation allowance
Health insurance with no copay and no monthly employee contribution for employees and dependents
Dental insurance
Pharmacy assistance, with discounts at thousands of pharmacies through Vidalink
Childcare and nanny assistance
Life insurance
Complimentary domestic and international travel insurance
Retirement plan with an employer matching contribution at the same percentage, subject to a 2%–12% limit
Maternity kit
Up to 180 days of maternity leave
Paternity leave