Manager Financial Planning and Analysis (FP&A)
Manager Financial Planning and Analysis (FP&A)
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Job Description
Location:
2721 North Central Ave Phoenix Arizona 85004 United States of AmericaPosition Summary
Oxford Life Insurance Company is seeking a strategic and detail-oriented Financial Planning and Analysis (FP&A) Manager to lead budgeting forecasting and financial modeling activities. This individual will play a critical role in providing insights that support decision-making across departments ensuring alignment with the companys financial goals and regulatory obligations. The ideal candidate brings a strong insurance industry background and thrives in a fast-paced data-driven environment.
Key Responsibilities
Lead the annual budgeting and quarterly forecasting processes working collaboratively with department leaders and executive management.
Develop and maintain financial models to support strategic planning profitability analysis and long-range forecasting.
Analyze financial results and key performance indicators (KPIs) identifying trends and areas for improvement.
Prepare and present monthly financial reports variance analyses and executive-level dashboards.
Partner with Accounting to ensure accuracy and consistency between actual results and projections.
Support ad hoc financial analysis to evaluate new business opportunities product lines and cost initiatives.
Contribute to the development and maintenance of internal controls and financial policies.
Collaborate cross-functionally to understand operational drivers and incorporate them into financial models and reporting.
Monitor industry trends and maintain up-to-date knowledge of NAIC statutory requirements and insurance regulatory changes.
Qualifications
Bachelors degree in Finance Accounting Economics or a related field (Masters or MBA preferred).
Minimum of 5 years of progressive experience in financial planning and analysis with at least 2 years in the insurance industry.
Strong understanding of GAAP and NAIC statutory accounting principles.
Advanced proficiency in Microsoft Excel and financial modeling; experience with financial planning software (e.g. Adaptive Insights Hyperion or similar) is a plus.
Strong analytical organizational and communication skills.
Ability to present financial information clearly to senior leadership.
CPA CFA or actuarial experience preferred but not required.
Here are just some of the programs U-Haul has available:
Full Medical coverage
New indoor fitness gym
Onsite medical clinic for you and your family
Career stability
Opportunities for advancement
Valuable on-the-job training
Prescription plans
Dental & Vision Plans
Business and travel insurance
YouMatter Employee Assistance Program
Paid holidays vacation and sick days
Employee Stock Ownership Plan (ESOP)
401(k) Savings Plan
Life insurance
Critical Illness/Group Accident
24-hour physician available for kids
Subsidized gym/ membership
MetLaw Legal program
MetLife auto and home insurance
Discounts on cell phone plans hotels and more
LifeLock identity Theft
Tuition reimbursement program
Free online courses for personal and professional development at U-Haul University
Savvy consumer wellness programs- from health care tips to financial wellness
U-Haul federal credit union
U-Haul Holding Company and its family of companies including U-Haul International Inc. (U-Haul) continually strives to create a culture of health and wellness. Consistent with applicable state law U-Haul will not hire or re-hire individuals who use nicotine products. The states in which U-Haul will decline to hire nicotine users are: Alabama Alaska Arizona Arkansas Delaware Florida Georgia Hawaii Idaho Iowa Kansas Maryland Massachusetts Michigan Nebraska Pennsylvania Texas Utah Vermont Virginia and Washington. U-Haul has observed this hiring practice since February 1 2020 as part of our commitment to a healthy work environment for our team.
U-Haul is an equal opportunity employer. All applicants for employment will be considered without regard to race color religion sex national origin physical or mental disability veteran status or any other basis protected by applicable federal provincial state or local law. Individual accommodations are available on requests for applicants taking part in all aspects of the selection process. Information obtained during this process will only be shared on a need to know basis.
Required Experience:
Manager
Employment Type
Full-Time
