Financial Planning and Analysis Specialist

FBS FP&A Specialist

Capgemini · Mexico (Remote) · Full-time · Posted 2026-09-04

Workplace: remote

Department: Finance

Description

Our Client is one of the United States’ largest insurers, providing a wide range of insurance and financial services products with gross written premiums well over US$25 Billion (P&C). They proudly serve more than 10 million U.S. households with more than 19 million individual policies across all 50 states through the efforts of over 48,000 exclusive and independent agents and nearly 18,500 employees. Finally, our Client is part of one the largest Insurance Groups in the world.

What to expect on your journey with us:

A solid and innovative company with a strong market presence

A dynamic, diverse, and multicultural work environment

Leaders with deep market knowledge and strategic vision

We are seeking an FP&A Specialist to drive financial planning, forecasting, and business performance analysis across multiple insurance portfolios. This role partners closely with senior stakeholders, including the CFO, to deliver strategic insights, develop financial models, and support data-driven decision-making across the organization.

Job Summary

You will play a pivotal role in FP&A team, with cross-functional reach into Actuarial, Product, Distribution, and Commercial areas. Your remit will extend beyond standard planning cycles, encompassing the creation of financial models, performance analytics, and strategic advisory. You’ll work closely with senior stakeholders, including the CFO, and be a key driver in shaping financial strategy across various insurance portfolios. You'll partner with business owners to assess strategic initiatives and translate technical analysis into executive insights, and you'll contribute to planning/forecast cycles with high autonomy and conceptual thinking, delivering frameworks for emerging topics.

This is a high-impact individual contributor role requiring a hands-on approach, strong ownership, and the ability to independently deliver financial insights that influence strategic decision-making.

Key Responsibilities

• Develop customized financial models to support planning, forecasting, product development, and distribution analytics
• Analyze sales funnels, lapse curves, persistency, pricing structures, and loss performance across diverse entities and insurance lines
• Lead forecasting and performance tracking with high technical precision and business alignment
• Validate and present key findings to senior leadership, influencing financial decision-making and business strategy
• Ensure timely and accurate delivery of management reports, dashboards, and presentations.
• Interface with cross-functional teams across Finance, Actuarial, Product, and Sales to align data and insights with organizational goals
• Own the control and sign-off processes for financial modeling assumptions and reporting frameworks
• Prepare and present management reports and executive decks, including CFO and governance forums
• Maintain control, validation and sign-off processes ensuring data accuracy and reporting relevance

Critical Skills

Financial Modeling - Advanced
Forecasting/Planning/Business Case Modeling - Advanced

Software / Tool Skills

AI tools to build advanced scenario modeling - Entry Level
Excel - Advanced
Insurance industry metrics - Advanced

Requirements

• 5+ years of experience in FP&A or a comparable analytical finance role within the insurance industry, with hands-on experience in financial modeling, forecasting, performance management, and executive-level reporting.
• Insurance industry experience is required
• Bachelor's degree in Business Administration, Economics, Actuarial Science, Engineering, Finance, Mathematics, Statistics or related field.
• Fluency in English
• Availability to work according to Pacific Standard time zone (PST)

Benefits

1. Competitive salary and performance-based bonuses
2. Comprehensive benefits package
3. Career development and training opportunities
4. Flexible work arrangements (remote)
5. Dynamic and inclusive work culture within a globally renowned group
6. Private Health and Dental Insurance
7. Pension Plan
8. Meals tickets
9. Life Insurance

By applying for this position, candidates acknowledge and agree that:

• Personal Data Processing: The personal data provided during the recruitment and selection process will be collected, processed, and retained for legitimate recruitment and compliance purposes, in accordance with applicable data protection and privacy laws and FBS internal policies.

• Legal Authorization to Work: Employment with FBS is conditional upon the candidate having valid, local legal authorization to work in the country where the role is based at the time of hire. FBS does not sponsor or obtain work authorization unless explicitly stated.

• Exclusivity of Employment and Conflict of Interest: Upon acceptance of an offer and during employment with FBS, employees will not be permitted to engage in parallel employment, professional activities, or paid work for other entities. Any ownership, partnership, directorship, or participation in other businesses or companies must be fully disclosed and formally reviewed in accordance with FBS internal conflict‑of‑interest and external engagement policies prior to the start date or as soon as such circumstances arise.

Failure to comply with these conditions may impact the hiring decision or employment continuation.

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