Financial Planning & Analysis Manager
Financial Planning & Analysis Manager
Posted on :
04-07-2025
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1 Vacancy
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Job Description
Simply Business is a digital insurance brokerage that specializes in one thing: protecting the businesses our customers are working hard to build. Were 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 were doing it all while taking care of our people. Weve consistently been named a best place to work including most recently ranking in Built Ins 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 youre smart and passionate about delivering brilliant customer experiences wed love to hear from you.
As our SB growth ambitions continue to take hold we are looking for a high caliber individual to join our finance team as an FP&A Manager. This individual will report into the Director of FP&A and lead the FP&A reporting function at SB. 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 be instrumental in translating complex and nuanced results into clear and concise messaging to the broader business senior management and board of directors as well as ensuring the integrity and efficiency of our financial systems and data.
Oversee the Financial Planning & Analysis function (40% time allocation):
- Lead the consolidation and presentation of the annual operating budget and periodic financial forecasts including ongoing partnership with the Finance Business Partners to develop realistic and challenging financial targets
- Oversee the preparation and delivery of comprehensive financial performance reports to senior management the executive team and other stakeholders
- 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
- Act as primary finance point of contact for support and shared service functions (People Legal Engineering etc) supporting budgeted expense variance analysis capitalization assessments and new investment decisions
Drive the US Finance strategy in delivering operational improvements related to our systems & data processes (40% time allocation):
- Collaborate with the Senior FP&A Technical Analyst and Global Finance Change team to develop and execute a roadmap for optimizing 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
- Drive initiatives to automate financial reporting consolidate data sources and streamline planning processes leveraging technology
Manage the ongoing development daily priorities and work allocation of the FP&A Reporting function (20% time allocation)
What we are looking for:
- Bachelors degree in Finance Accounting Business Administration or a related field required. Masters degree (MBA) or relevant professional certification (CFA CPA) preferred.
- 7 years of experience working in an FP&A role (preferably with at least 2-3 years in a leadership or management capacity)
- Experience with Google Suite Looker OneStream or other BI platforms/EPM systems
- Experience working for a P&C Insurance provider preferable but not required
- Experience managing team of analysts preferred
- Proven track record of driving process improvements and implementing financial systems
- A self-starter highly motivated and able to work autonomously in a fast paced and changing environment
- Strong ability to influence and collaborate with cross-functional teams
- Exceptional analytical and problem-solving skills with the ability to synthesize complex financial data into clear actionable insights and strategic recommendations
- 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
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 Companys 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 thats best for their particular job their teams and their lives.
Simply Business is an equal opportunity employer. Were committed to welcoming and helping employees grow within an inclusive & diverse culture. And that commitment starts with our interview process.
Once you apply your info will be reviewed by a team with a mix of levels and experiences. We pride ourselves on fostering a sense of community which is only made stronger by each individual at SB so youll have the opportunity to meet a variety of people throughout the process. Get excited!
Most of our first round interviews will take place over Zoom. In subsequent interviews there may be an opportunity/expectation to meet team members in person.
If it looks like you could be a good fit for the role well ask you to interview on Zoom first regardless youll need WiFi and a laptop or a 4G-enabled smartphone. If you dont have access to either of these or you need support with your application get in touch with us at
Please email us with any questions or if you want to pause your application for a bit well be happy to keep you updated on future opportunities like the one above. Want more info on working at Simply Business Check out our careers page: Experience:
Manager
Employment Type
Full-Time
Key Skills
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