Financial Planning and Analysis Manager

Corporate FP&A ManagerSan Francisco, CA, remote positionSalary $130,000-$150,000 depending on experience + 15% bonus + equity Our client is a leading Publicly Traded Financial Services Company. They have a dynamic, supportive culture led by an exceptional leadership team that truly invests in employee growth and well-being. Our collaborative, team-first environment fosters genuine care for our people"”backed by toptier professional development programs, clear paths for career advancement, and a highly competitive total compensation package. This position is remote.Are you a strategic thinker with a passion for turning complex financial data into actionable insights that drive business success? We're seeking an experienced Corporate FP&A Manager with at least 1year of management experience to join our collaborate finace team.ResponsibilitiesFinancial Forecasting & PlanningOwn multi-year financial forecasts incorporating premium growth, loss ratios, expense trends, investment income, and market conditionsDevelop projections across underwriting performance, operating expenses, capital management, and credit-risk transfer (CRT) transactionsEnhance forecasting methodology through trend analysis, scenario modeling, and assumption governancePartner with actuarial teams to align forecasts with reserve and loss projectionsFinancial Modeling & Scenario AnalysisBuild complex models to support strategic and transaction decisions including:Reinsurance & CRT structures (capital relief vs. economic cost)Debt refinancing and make-whole call timingDeferred acquisition cost (DAC) amortization aligned to premium earning patternsPerform stress testing and sensitivity analysis for economic downturns, catastrophe exposure, and rate changesStrategic & Transaction AdvisoryProvide financial leadership on capital allocation decisions (share repurchases, dividends, growth investments)Support negotiation and optimization of CRT and reinsurance programsEvaluate investment strategies and asset-liability impacts on statutory and economic capitalAssess regulatory capital implications (RBC, rating agency models)KPI & Performance AnalyticsDevelop and monitor insurance-specific KPIs including:Combined ratio, loss ratio, expense ratioPremium growth and retentionReturn on equity (ROE) and capital efficiencyConduct profitability and cost-per-policy analysis by product and channelVariance Analysis & ControlsLead monthly and quarterly variance analysis vs. plan and forecastIdentify drivers across underwriting results, claims development, expenses, and investmentsStrengthen forecasting accuracy and financial controls in partnership with accounting and actuarial teamsExecutive & Board ReportingPrepare Board and executive presentations covering:Financial performance and outlookCapital adequacy and deploymentReinsurance/CRT strategyMarket and economic risk scenariosProvide forward-looking sensitivities during periods of volatilityQualificationsBachelor's degree in finance, Accounting, Economics, or related field (MBA preferred)7+ years of progressive FP&A or corporate finance experience within insurance or financial services preferredMust have management experience Advanced financial modeling and forecasting expertiseStrong executive communication and presentation skillsAdvanced Excel and financial systems (Adaptive, Anaplan, Hyperion, Power BI, etc.)Equal Opportunity EmployerRecruiting Solution Incorporated is proud to be an Equal Opportunity Employer. We are committed to building diverse and inclusive workplaces and welcome candidates of all backgrounds, regardless of gender identity or expression, sexual orientation, national origin, religion, marital status, veteran status, age, disability, or race.

Created: 2026-05-14