Note: The job is a remote job and is open to candidates in USA. DOXA is a specialty insurance platform that acquires and develops niche-market insurance program administrators, underwriting companies, and distribution partners. The Senior Financial Planning & Analysis Analyst owns financial reporting, forecasting, variance analysis, budgeting support, financial modeling, executive reporting, and KPI development across multiple business units while advancing financial systems, reporting automation, and data integrity initiatives.
Responsibilities
- Lead monthly financial reporting and analysis for multiple business units, including P&L performance, operational metrics, and production reporting
- Partner with business leaders to analyze trends, identify risks and opportunities, and provide actionable financial insights
- Perform variance analysis against forecast, budget, and prior periods to identify key business drivers
- Support and coordinate quarterly forecasting and annual budgeting processes
- Develop and maintain financial models to support forecasting, scenario planning, and strategic initiatives
- Oversee company-wide sales incentive reporting and compensation analytics, ensuring accuracy and transparency
- Prepare executive-level reporting packages, dashboards, and presentations for senior leadership
- Define, monitor, and refine KPIs to drive business performance and accountability across business units
- Lead FP&A process improvements, reporting automation, and financial systems enhancements to improve scalability and decision support
- Collaborate cross-functionally across operations, sales, accounting, and leadership teams while serving as a trusted finance advisor and mentoring junior analysts
- Assist with data validation, reporting integrity, and development of financial KPIs related to the implementation and enhancement of a company-wide data lake
Skills
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 4–7+ years of experience in FP&A, corporate finance, investment banking, consulting, or related analytical roles
- Advanced Microsoft Excel skills, including complex modeling, scenario analysis, pivot tables, and data manipulation
- Strong financial modeling and forecasting experience required
- Exceptional analytical, organizational, and problem-solving abilities
- Strong communication skills with the ability to present financial concepts to both finance and non-finance audiences
- Ability to manage multiple priorities and work independently in a deadline-driven environment
- Experience working with ERP systems and financial reporting tools preferred
- Knowledge of insurance industry preferred
Benefits
- Opportunity to play a visible, strategic role within a growing organization
- Collaborative and high-performing team environment
- Exposure to executive leadership and enterprise-wide initiatives
- A culture that values innovation, continuous improvement, and professional growth
- Meaningful opportunity to influence business performance and decision-making
Company Overview