Manager - Financial Planning and Analysis - FP&A

Are you driven to achieve incredible feats of growth in an environment that feels more like a successful start-up, than an insurance company? Then we want to talk to you. We are looking for the big-picture, driven person who is committed to getting the job done by getting into the details at every level. We are committed to our mission, culture, data-driven decision making, and entrepreneurship. 

The FP&A Manager plays a critical role in ensuring accurate and timely reporting of business performance, as well as thorough and robust financial forecasts. The FP&A function is a highly visible and mission critical role and serves as a key resource to senior decision-makers in the business. This position demands a high level of attention to detail, strong analytical ability, pragmatism, and excellent communication skills.

Principal Responsibilities

• Building and maintaining company’s historical analysis and financial forecasting models.
• Update and maintain historical analysis and Financial Planning system used for budgeting & forecasting.
• Lead the recurring budgeting and forecasting processes and support strategic planning activities.
• Assist with end of month financial close variance review (forecast vs. actual), financial and operational metric reporting and month end close process.
• Develop presentations for internal and external stakeholders reporting financial & operational business outcomes.
• Analyze data and work collaboratively to create monthly as well as ad-hoc reports.
• Collaborate with team to document existing processes and drive standardization, simplification and automation of management reporting.
• Develop business case for major projects.
• Supports CFO on projects and assignments.

Education & Experience

• Bachelor’s degree in Accounting, Finance or related business concentration; Master's degree or CPA designation preferred
• Minimum 5–7 years’ work experience in accounting, financial reporting and/or business analysis required 
• Minimum of one year of experience performing complex financial modeling and analysis
• Experience with QuickBooks preferred
• Excellent written and oral communication skills
• Advanced proficiency in Microsoft Excel, PowerPoint and Access, with particular focus on financial modeling and the use of advanced functions (Pivot Tables, PowerPivot, VBA, Arrays, Lookups, etc.)
• Insurance industry experience preferred 
• Ability to thrive working independently in a fast-paced and ambiguous environment
• Ability to exercise solid business judgment and controllership focus
• Ability to translate large amounts of data into useful information and actionable conclusions
• SQL and database management knowledge desired

Headquartered in Miami, Windhaven™ Insurance, has written more than $1 billion in auto insurance premium since its establishment a decade ago. With offices in Tampa, Florida, and Dallas, and Austin Texas, and a technology company, Clutch Analytics, in Austin, Texas, Windhaven™ Insurance provides coverage to some 220,000 policyholders through more than 4,000 local independent agents. According to S&P Global Market Intelligence, Windhaven is the Fastest Growing Auto Carrier in Florida. An employer of over 500 “Windies,” South Florida Business Journal named Windhaven™ Insurance among the “Best Places to Work" in 2015 and 2017.

Windhaven is an Equal Opportunity Employer