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Posted 8 days ago

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FP&A Associate II

BirminghamHybridFull-time

AI Summary

An FP&A Associate II partners with business and finance leadership to analyze financial results, support budgeting and forecasting, and prepare clear, accurate insights and reports for decision-making.

About this role

The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

The FP&A Associate II partners with business and finance leadership to deliver clear, accurate, and actionable insights on financial results, expense activity, and overall business performance.
This role supports a growing business line, providing significant exposure to how the organization operates while contributing to product expansion and new market initiatives. They play a key role in supporting budgeting, forecasting, and financial reporting processes, while helping translate complex financial data into meaningful insights that inform decision-making.
This is an excellent opportunity for an accounting-focused professional who thrives in a dynamic environment and is eager to contribute to building processes and supporting strategic growth.

Key Responsibilities:

  • Analyze financial results and explain key drivers, trends, and risks to support business decision-making
  • Support annual budgeting, quarterly forecasting, and long-range planning processes in partnership with finance and business leadership
  • Prepare financial reporting and materials for leadership presentations, board reporting, and executive communications
  • Perform unit cost, product, pricing, expense, and profitability analysis
  • Partner cross-functionally with accounting, underwriting, operations, and business teams to support ongoing initiatives
  • Contribute to financial reporting accuracy through analysis, reconciliation support, and understanding of underlying accounting activity
  • Support strategic growth initiatives and provide ad hoc financial analysis as needed

    • Core Competencies (Skills, Knowledge and Abilities):

  • Strong understanding of accounting principles, financial statements, and expense management concepts
  • Knowledge of budgeting, forecasting, and variance analysis
  • Advanced analytical and critical thinking skills with the ability to interpret complex financial data
  • Proficiency in Microsoft Excel, including advanced formulas, pivot tables, and data analysis
  • Strong communication skills with the ability to translate financial results for non-financial stakeholders
  • Ability to collaborate effectively across accounting, finance, and business teams
  • Strong problem-solving skills with a continuous improvement mindset
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment

    • Minimum Requirements

  • Bachelor’s degree in Accounting, Finance, or a related field
  • 2+ years of experience in accounting, FP&A, financial analysis, or a related finance role
  • Advanced Excel proficiency
  • Strong analytical, organizational, and problem-solving skills with close attention to detail

    • Preferred Qualifications

  • Experience in financial planning and analysis, forecasting, or budgeting
  • Experience in insurance or financial services industry
  • Public accounting or audit background
  • Experience with financial modeling and data analysis tools
  • Demonstrated curiosity, initiative, and desire to grow within a new or evolving business line

    • Skills

    BudgetingCost AnalysisData AnalysisFinancial ModelingFinancial ReportingForecastingMicrosoft ExcelVariance Analysis

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