FP&A Manager

Role Overview

• Lead the annual budgeting process, quarterly forecasts, and multi-year financial planning, partnering with business leaders across the organization
• Develop, maintain, and enhance financial models to support forecasting, performance tracking, and scenario analysis across cost centers and business segments
• Analyze revenue trends, margins, partner performance, and operational efficiency to provide actionable insights that inform business decisions
• Track and evaluate key performance metrics, including gross written premium (GWP), net revenue, commission income, and customer acquisition costs
• Evaluate the financial impact of new distribution agreements, fee structures, and carrier relationships on overall profitability and P&L performance
• Support strategic initiatives through financial modeling and analysis, including pricing strategies, partner negotiations, M&A, and capital allocation
• Establish, document, and continuously improve processes, procedures, and internal controls
• Partner with systems, operations, and data teams to improve data quality, streamline reporting processes, and enhance automation capabilities
• Identify opportunities to improve reporting efficiency, scalability, and accuracy through process and system enhancements
• Leverage AI and advanced tools to streamline financial planning and reporting, enabling a stronger focus on insightful analysis and strategic decision-making
• Deliver monthly and quarterly management reporting, including dashboards, KPIs, and variance analyses across business units and partner channels
• Prepare and contribute to board-level reporting and investor updates, supporting strategic growth narratives with robust financial data
• Provide clear, data-driven insights to leadership on financial performance, risks, and opportunities
• Collaborate effectively with cross-functional teams to ensure alignment between financial planning, operational execution, and strategic objectives
• Participate in special projects and ad hoc analyses as needed to support business priorities

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 6+ years of FP&A experience, corporate finance, or strategic finance
• Knowledge of the economics of MGA/broker-driven insurance models (understanding of GWP, net commissions, contingency income, etc.)
• Strong understanding of financial close processes, reconciliations, and internal controls
• Experience with accounting systems and financial technology
• Proven ability to manage multiple priorities in a fast-paced, high-growth environment
• Strong operational, analytical, and problem-solving skills, with the ability to translate data into actionable insights
• High attention to detail and commitment to accuracy and deadlines
• Demonstrated effective communicator and cross-functional collaboration skills
• Demonstrated ability to influence outcomes and drive process improvements without direct authority
• Openness to adopting innovative technologies, including AI, to drive efficiency and accuracy in building a best-in-class FP&A foundation for Players Health.
• Demonstrated ability to identify operational gaps and build toward more scalable solutions – a true builder, wanting to do more than maintain existing processes
• High integrity and sound professional judgment when handling sensitive and confidential matters

Benefits

• Remote-First: Work from any approved location (home) in the U.S. (Preference to candidates in states which we already have employee presence, CT/ET time zone preferred)
• Time Off: Flexible PTO policy, 10 company-paid holidays
• Benefits: Medical, Dental, Vision, Life, LTD, STD, 401k, and additional ancillary voluntary coverage options available
• Professional Development & Tools: Access to The Institutes Knowledge Group platform for ongoing insurance education and continued professional development in the industry.
• Access to Claude Enterprise