Manager, Financial Planning and Analysis

Relation Insurance Services

. Provide projections, forecasts, and budgets for Relation business units .

Posted 11/3/2026full-timeRemote • United StatesMid-LevelSenior💰 $109,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, budgeting, and forecasting, with a strong foundation in accounting principles. Proficient in preparing and communicating complex financial information to stakeholders while leading teams and driving process improvements.

Highest-signal resume keywords

Financial AnalysisBudgetingForecastingTeam LeadershipAdvanced Excel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingBottom-Up BudgetingRevenue AnalysisVariance AnalysisKPI DefinitionAd Hoc AnalysisCapital Plan ForecastingFinancial ReportingDocumentationProcess Improvement

Soft Skills

Analytical SkillsProblem-SolvingTime ManagementInterpersonal SkillsCommunication Skills

Tools & Technologies

WorkdayAdaptive PlanningExcelPowerPointWord

Certifications & Qualifications

CPA

Industry Keywords

Insurance BrokerageProfessional ServicesFinancial ServicesEconomic AnalysisBusiness Administration

About the role

Key responsibilities & impact

Provide projections, forecasts, and budgets for Relation business units
Review, revise, and improve financial modeling spreadsheets to increase monthly forecast accuracy
Own month-end closing tasks and support line-of-business financial reporting and ad hoc analysis
Serve as financial advisor to assigned departments on projected programs, objectives, and budgetary impacts
Lead development, analysis, and evaluation of departmental budgets and prepare related documents, reports, recommendations, supporting documentation, and impact analyses
Own and maintain rolling forecasts, new business, and retention calculations with clear KPI definitions and variance explanations
Communicate expected and actual financial results, assumptions, activities, and variances to stakeholders
Identify and analyze financial issues and recommend solutions affecting business objectives
Own and enhance capital plan forecasting, including acquisition and earn-out modeling, to determine equity and debt requirements and provide scenario-based funding recommendations
Prepare financial materials for Board of Directors and lender presentations
Support audit processes through accurate documentation and timely responses
Complete special projects, ad hoc analyses, and requests for financial information
Collaborate with accounting, finance, and compensation teams on recognition standards, compensation agreements, budgeting, and reporting
Participate in finance-led process improvement initiatives
May lead, mentor, and develop a team

Requirements

What you’ll need

Four-year degree in Accounting, Finance, Economics, Business, Statistics or other related field
Minimum 6 years of progression experience in financial analysis, business administration, general accounting, economic analysis, or a related discipline, with a strong accounting foundation
CPA a plus
Previous experience within an insurance brokerage, professional services, or financial services strongly preferred
Experience with Workday and Adaptive Planning preferred
Demonstrated experience effectively leading teams
Advanced proficiency in Excel and PowerPoint
Solid working knowledge of Word
Strong ability to work with financial systems and software, including adapting to new or alternative industry tools
Demonstrated expertise in bottom-up budgeting, forecasting, and complex financial modeling, including customer, product, and line-of-business profitability analysis
Proven ability to perform in-depth revenue analysis, incorporating market conditions, new and lost business, producer incentives, and compensation structures
Strong analytical, mathematical, and critical-thinking skills
Ability to independently analyze financial results, prepare detailed schedules, and deliver comprehensive financial analyses and ad hoc projects
Ability to prepare, present, and clearly communicate complex financial information, both written and verbal, to senior leadership and diverse stakeholders
Highly detail-oriented, with strong control awareness and a commitment to accuracy, timeliness, and confidentiality
Effective at prioritizing multiple projects and deadlines while operating in a fast-paced, matrixed environment
Excellent interpersonal, relationship-management, problem-solving, and time-management skills
Ability to work cross-functionally at all levels as both a self-starter and collaborative team member

Benefits

Comp & perks

Competitive pay
Family health and wellness programs
401K
Employee assistance programs
Paid time off
Paid holidays
Career advancement and development opportunities
Discretionary annual incentive program, subject to program rules and individual and organizational performance