Manager, Financial Planning and Analysis

WHO WE ARE

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

WHAT WE’RE LOOKING FOR

The Manager, Financial Planning and Analysis (FP&A) is responsible for projections, forecasts and budgets for Relation business units. The FP&A Manager reviews, revises, and improves current financial modeling spreadsheets to increase the predictive accuracy of monthly forecasts. The FP&A Manager owns month-end closing tasks that provide an understanding of the organization’s financial dynamics. In addition, the FP&A Manager supports line-of-business financial reporting as well as ad-hoc analysis.

A GLIMPSE INTO YOUR DAY

• Serves as a financial advisor to assigned departments by providing fiscal and organizational guidance on projected programs, objectives, and budgetary impacts in accordance with established procedures.
• Leads the development, analysis, and evaluation of departmental budgets, including preparing budget documents, reports, recommendations, supporting documentation, and impact analyses.
• Owns and maintains rolling forecasts, new business, and retention calculations with clear KPI definitions, consistent methodology, and transparent variance and performance‑driver explanations.
• Clearly communicates expected and actual financial results to stakeholders, including underlying assumptions, activities, and variances.
• Identifies, analyzes, and recommends solutions to financial issues affecting business objectives, providing technical assistance on budget matters for current and proposed programs.
• Owns and enhances the capital plan forecasting process, including acquisition and earn‑out modeling, to determine equity and debt requirements and deliver scenario‑based funding recommendations.
• Prepares financial materials for Board of Directors and lender presentations and supports audit processes through accurate documentation and timely responses.
• Completes special projects, ad hoc analyses, and requests for financial information from business unit leaders.
• Collaborates closely with accounting, finance, and compensation teams to ensure accurate application of recognition standards, alignment with compensation agreements, and consistency in budgeting and reporting.
• Participates in and supports finance‑led process improvement initiatives.
• May lead, mentor, and develop a team, fostering a culture of accountability and excellence.
• Performs other projects, duties, and tasks, as assigned.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

• 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, and 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, with the 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; able to work cross‑functionally at all levels as both a self‑starter and collaborative team member.

WHY CHOOSE RELATION?

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.

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Note: The above is not all encompassing of the full position description.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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About Relation Insurance

Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk-management through our family of brands across the United States. More importantly, we’re a team of experienced professionals who genuinely care. Whether it’s for you, your family, or your business/organization, we want to be the relationship you trust for answers to your questions, solutions for your insurance needs, and peace of mind for your future.