Overview Role Summary We are seeking a highly analytical and detail-oriented Manager to support FP&A activities related to expense analysis, planning, and reporting. This is a high-impact role requiring strong ownership, technical capability, and a hands-on approach to financial analysis. The role will partner closely with business stakeholders and finance teams to support expense management, budgeting, and allocations, while driving process improvements and automation across FP&A. The ideal candidate combines strong analytical skills, attention to detail, and a proactive mindset, with the ability to leverage data, systems, and emerging tools – including AI – to improve efficiency and insight generation. Responsibilities Key Responsibilities • Analyze expenses across business units, including variance analysis (actual vs. budget, prior periods, and key drivers) • Support budgeting and forecasting processes for expenses, including development of allocation methodologies and cost drivers • Contribute to the design and implementation of expense planning processes within Oracle or similar systems • Develop, maintain, and enhance datasets, reports, and dashboards using Excel, Power Query, and Power BI • Work with large, structured datasets, ensuring data accuracy and consistency across reporting and planning outputs • Identify opportunities to improve expense reporting processes and drive automation of recurring workflows • Identify and support practical applications of automation and AI to enhance financial analysis, reporting, and efficiency • Partner with business and functional teams to support understanding of expense drivers and financial results • Prepare clear, structured analyses and presentations for finance and business stakeholders • Ensure strong documentation, controls, and reconciliation of expense data and reporting outputs • Support ad hoc analysis and special projects as needed Qualifications Qualifications & Experience • Solid understanding of financial concepts and expense management as well as strong familiarity with insurance industry concepts • Experience in FP&A, expense reporting, or financial analysis within a corporate environment • Strong analytical mindset with exceptional attention to detail • Advanced Excel skills; proficiency with Power Query and/or Power BI preferred • Experience working with financial systems (e.g., Oracle, SAP, Hyperion/FCCS) or similar enterprise tools • Experience working with large datasets and supporting data-driven reporting processes • Demonstrated experience improving processes, automating workflows, or enhancing reporting efficiency • Exposure to data analytics tools or AI-driven solutions in a finance context preferred • Strong communication skills with ability to effectively partner with non-finance stakeholders • Experience in expense reporting, cost allocations, or budgeting processes is a strong plus • Experience in Big 4 or similar environment is a plus Key Competencies • Extreme attention to detail and commitment to accuracy • Ability to operate independently and take full ownership of deliverables • Ability to “roll up sleeves” and work in the details while maintaining a high-level perspective • Strong business partnering skills and ability to communicate financial concepts clearly • Quick learner with strong intellectual curiosity and adaptability • Strong organizational and problem-solving skills • Ability to manage multiple priorities in a fast-paced environment • Continuous improvement mindset with focus on automation, efficiency, and innovation • Comfortable working with large datasets and evolving processes