Financial Planning & Analysis Manager

Who Are We?

Simply Business is a digital insurance brokerage that specializes in one thing: protecting the businesses our customers are working hard to build. We’re doing this by simplifying the insurance-buying process for all small businesses, blending together a combination of technology, data, and insurance knowledge. Our proprietary technology platform allows small business owners to easily search and compare quotes from over 20 top-rated insurance providers, customize their coverage, and purchase and access their policies – all online.

Founded in the UK in 2005, Simply Business is an insurtech pioneer with nearly 20 years of experience supporting small businesses. Simply Business is passionate about building an outstanding product for our customers – one that empowers their entrepreneurial spirits.

More importantly, we’re doing it all while taking care of our people. We’ve consistently been named a best place to work, including most recently ranking in Built In’s 2025 Best Companies to Work for in the US (Top 100), and Best Places to Work in Boston.

We want team members who have the drive to challenge boundaries. If you’re smart and passionate about delivering brilliant customer experiences, we’d love to hear from you.

Job Category

Finance

Position Type

Permanent

Compensation Overview

The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.

Salary Range

$104,000.00 - $171,700.00

Target Openings

1

What Is the Opportunity?

At Simply Business, we see FP&A as more than just a reporting function. As FP&A Manager, you will learn the ins and outs of our business model and be at the forefront of identifying opportunities for acceleration and ensuring we’re set up to meet our strategic goals. We are looking for a candidate with a strong sense of initiative, keen eye for detail, and an ability to find solutions in the face of ambiguity. The FP&A Manager will translate complex and nuanced operational & financial results into actionable insights, partnering directly with business leaders to drive sound financial decisions. This role will champion the integrity and efficiency of our financial systems and data across the broader business and senior management.

As an FP&A Manager you will:

• Oversee the Financial Planning & Analysis function (60% time allocation):
  • Own the end to end month-end process for the FP&A team, ensuring timeliness and accuracy of key deliverables. Includes responsibilities for journal approvals and stepping in as needed to prepare underlying booking support files
  • Lead the preparation and consolidation of our annual operating budget and ongoing forecasts
  • Prepare and present clear, insightful financial performance with the broader business, our leadership team, and board
  • Support the Director of FP&A and VP of Finance in preparing scenario planning models and conducting sensitivity analysis to evaluate financial outcomes under various assumptions
  • Serve as the go-to finance partner for our support and shared service teams (like People, Legal, Engineering, etc), helping them with expense variance analysis and capitalization assessments
  • Partner with Data & Analytics team and other business functions to define and implement new metrics and KPIs as needed, ensuring measurability against our key financial levers
  • Manage the ongoing development, daily priorities, and work allocation of senior analyst on the team
• Serve as the US Finance lead in delivering operational improvements related to our FP&A systems & data processes (20% time allocation):
  • Identify and implement solutions to automate financial reporting, consolidate data sources, and streamline planning processes leveraging AI and other suitable technology
  • Collaborate with the Global Finance Change team to implement and optimize our Enterprise Performance Management system (OneStream) and associated data infrastructure
  • Ensure the accuracy, consistency, and reliability of financial data across all systems used for reporting and analysis
• Partner with senior functional leaders as required, ensuring operational decisions are aligned to our short and long term financial objectives (20% time allocation)

What we are looking for:

• A self-starter who thrives in a fast-paced environment
• A team player who is willing to jump in and help wherever needed
• Strong ability to influence and collaborate with cross-functional teams
• Exceptional problem-solving skills, with a knack for turning data into clear, actionable insights
• Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment
• Superior verbal and written communication skills, with the ability to effectively present financial information to diverse audiences, including senior executives
• Bachelor's degree in Finance, Accounting, Business Administration, or a related field required. Master's degree (MBA) or relevant professional certification (CFA, CPA) preferred.
• 7+ years of experience working in an FP&A role
• Experience with Google Suite, Looker, OneStream or other BI platforms/EPM systems
• Experience working for a P&C Insurance provider preferable, but not required

What Is in It for You?

Here are some of the great benefits and perks that come from being a Simply Business employee:

• Group plan for medical, dental, vision, and prescription drug coverage.

• Short term disability, long term disability, and life insurance coverage.

• Participation in the Company’s bonus program-Participation in 401(k) plan with a 5% employer match.

• Commuter benefits to help cut down on parking and public transit costs.

• 25 days of vacation time plus 10 sick days and 10 company holidays.

• A genuine investment in your learning and development-Regular team outings and volunteer opportunities.

• An awesome office space.

• A hybrid working model, giving our employees great choice and flexibility to work in a way that’s best for their particular job, their teams, and their lives.

Employment Practices

Simply Business is an equal opportunity employer. We’re committed to welcoming and helping employees grow within an inclusive & diverse culture.

Welcome

Thank you for your interest in a career at Simply Business! The Candidate Home page will allow you to check the status of your application(s) and receive important updates and materials. To explore career opportunities and learn more about Simply Business, check out our US career page or our UK career page.

About Us

At Simply Business, we insure small businesses and enable big dreams. Not just for our customers, but for our people, our communities and our environment. We believe a world-class company culture is crucial to achieving our business goals as we make insurance more accessible to small business owners. We’re building a better way to buy small business insurance, and we’re using technology to get the job done. That includes developing cutting-edge data gathering and analysis capabilities; living and breathing testing and experimentation; and harnessing the many benefits of AI and other emerging technologies.

We’re a values-led business. Our people all have a part to play in building a culture that lives these values: learning, empowerment, authenticity, pioneering, and simplicity.