Financial Planning and Analysis Manager

Corporate FP&A Manager

San Francisco, CA, remote position

Salary $120,000-$150,000 depending on experience + 15% bonus + equity

Our client is a leading Publicly Traded Financial Services Company. They have a dynamic, supportive culture led by an exceptional leadership team that truly invests in employee growth and well-being. Our collaborative, team-first environment fosters genuine care for our people—backed by toptier professional development programs, clear paths for career advancement, and a highly competitive total compensation package. This position is remote.

Are you a strategic thinker with a passion for turning complex financial data into actionable insights that drive business success? We're seeking an experienced Corporate FP&A Manager with at least 1year of management experience to join our collaborate finace team.

Responsibilities

Financial Forecasting & Planning

• Own multi-year financial forecasts incorporating premium growth, loss ratios, expense trends, investment income, and market conditions
• Develop projections across underwriting performance, operating expenses, capital management, and credit-risk transfer (CRT) transactions
• Enhance forecasting methodology through trend analysis, scenario modeling, and assumption governance
• Partner with actuarial teams to align forecasts with reserve and loss projections

Financial Modeling & Scenario Analysis

• Build complex models to support strategic and transaction decisions including:
• Reinsurance & CRT structures (capital relief vs. economic cost)
• Debt refinancing and make-whole call timing
• Deferred acquisition cost (DAC) amortization aligned to premium earning patterns
• Perform stress testing and sensitivity analysis for economic downturns, catastrophe exposure, and rate changes
• Strategic & Transaction Advisory
• Provide financial leadership on capital allocation decisions (share repurchases, dividends, growth investments)
• Support negotiation and optimization of CRT and reinsurance programs
• Evaluate investment strategies and asset-liability impacts on statutory and economic capital
• Assess regulatory capital implications (RBC, rating agency models)

KPI & Performance Analytics

• Develop and monitor insurance-specific KPIs including:
• Combined ratio, loss ratio, expense ratio
• Premium growth and retention
• Return on equity (ROE) and capital efficiency
• Conduct profitability and cost-per-policy analysis by product and channel
• Variance Analysis & Controls
• Lead monthly and quarterly variance analysis vs. plan and forecast
• Identify drivers across underwriting results, claims development, expenses, and investments
• Strengthen forecasting accuracy and financial controls in partnership with accounting and actuarial teams

Executive & Board Reporting

• Prepare Board and executive presentations covering:
• Financial performance and outlook
• Capital adequacy and deployment
• Reinsurance/CRT strategy
• Market and economic risk scenarios
• Provide forward-looking sensitivities during periods of volatility

Qualifications

• Bachelor’s degree in finance, Accounting, Economics, or related field (MBA preferred)
• 7+ years of progressive FP&A or corporate finance experience within insurance or financial services preferred
• Advanced financial modeling and forecasting expertise
• Strong executive communication and presentation skills
• Advanced Excel and financial systems (Adaptive, Anaplan, Hyperion, Power BI, etc.)

Equal Opportunity Employer

Recruiting Solution Incorporated is proud to be an Equal Opportunity Employer. We are committed to building diverse and inclusive workplaces and welcome candidates of all backgrounds, regardless of gender identity or expression, sexual orientation, national origin, religion, marital status, veteran status, age, disability, or race.