FP&A Specialist

Univista Insurance is seeking an FP&A Specialist to support the Finance team with financial planning, forecasting, reporting, analysis, and business performance management. This role will work closely with Finance and cross-functional teams to provide accurate financial information, identify trends and variances, and help leadership make informed business decisions.

The ideal candidate is analytical, detail-oriented, and comfortable working with financial data. They should be able to organize and analyze large amounts of information, build and maintain financial reports and models, and communicate findings clearly. This role is well suited for someone looking to grow their career in FP&A while gaining exposure to budgeting, forecasting, financial performance, and strategic business analysis.

Key Responsibilities

Financial Planning & Forecasting

• Support the annual budgeting and financial planning process by collecting, organizing, and analyzing financial and operational data
• Assist with monthly, quarterly, and annual forecasting activities
• Maintain financial models and forecasting tools used to support business planning
• Gather assumptions and supporting information from department leaders and Finance stakeholders
• Assist in updating forecasts based on actual business performance and changing assumptions
• Identify trends and potential variances that may impact financial performance

Financial Analysis & Reporting

• Prepare recurring financial reports and analysis for Finance and business leadership
• Analyze actual results against budget, forecast, and prior-period performance
• Investigate variances and identify the primary drivers behind changes in revenue and expenses
• Track key financial and operational performance indicators
• Prepare supporting schedules, reports, and analyses for monthly and quarterly business reviews
• Translate financial data into clear insights and recommendations for internal stakeholders
• Perform ad hoc financial analysis as requested by Finance leadership

Financial Modeling & Data Analysis

• Build and maintain financial models, spreadsheets, and analytical tools to support business decisions
• Perform scenario and sensitivity analysis to evaluate potential business outcomes
• Analyze revenue, expenses, profitability, headcount, and other key financial metrics
• Consolidate data from multiple sources and ensure accuracy and consistency
• Identify trends, opportunities, and potential risks through quantitative analysis
• Continuously improve financial models and reporting tools to increase efficiency and accuracy

Cross-Functional Partnership

• Partner with Accounting, Operations, Sales, Marketing, and other departments to collect and validate financial information
• Work with business leaders to understand the operational drivers behind financial results
• Support Finance leadership in preparing analysis and presentations for management
• Develop strong working relationships across departments to ensure timely and accurate reporting
• Provide financial support and analysis for new initiatives, projects, and business opportunities

Process Improvement & Data Integrity

• Assist in improving FP&A processes, reporting procedures, and financial models
• Identify opportunities to automate recurring reports and reduce manual work
• Ensure financial data is accurate, complete, and properly documented
• Maintain organized documentation and supporting schedules for financial analyses
• Support the development of standardized reporting and analytical processes as the company continues to grow.