Senior Financial Planning & Analysis Analyst (Hybrid)
Hybrid · Fort Wayne, Indiana, United States
Job Summary
Senior FP&A Analyst responsible for leading monthly financial reporting, forecasting, and analysis across multiple business units; develops actionable financial insights, leads variance analysis, supports quarterly forecasting and annual budgeting, builds and maintains financial models for scenario planning, and creates executive dashboards with P&L and operational metrics; partners with operations, IT, marketing, sales, and accounting to drive KPI development, reporting automation, and data integrity initiatives, including involvement with a company-wide data lake implementation; collaborates cross-functionally as a trusted finance advisor and mentors junior analysts; supports data validation and KPI development related to finance initiatives and enterprise data initiatives. The role emphasizes delivering clear, decision-oriented reporting packages and dashboards for senior leadership, driving scalability and improved decision support through FP&A process improvements and financial systems enhancements.
Required Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 4–7+ years of 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
- Experience working with ERP systems and financial reporting tools preferred
- 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
- Knowledge of insurance industry preferred
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