Full-Time

Director, FP&A, Reporting & Capital Modeling

Finance and Accounting

Posted on 9/17/2025

Incline P&C Group

Incline P&C Group

51-200 employees

Delivers program insurance market services

No salary listed

Austin, TX, USA

Hybrid

Hybrid work model.

Category
Finance & Banking (1)
Required Skills
Financial analysis
Excel/Numbers/Sheets
Financial Modeling
PowerPoint/Keynote/Slides
Requirements
  • 7+ years of progressive experience in financial planning, analysis and reporting
  • Prior experience in the Insurance Industry is required
  • Bachelor’s degree in business, accounting, economics, finance, mathematics, or a related field; advanced degree a plus
  • Deep understanding of financial statements, accounting principles, and financial modeling techniques
  • Experience with Excel, PowerPoint, and FP&A systems
  • Clear and confident communicator with the ability to synthesize complex data and report with actionable insights and clarity
  • Effective team player who works well with cross-functional stakeholders and can manage multiple priorities with limited oversight
Responsibilities
  • Lead budget and forecast planning across departments to support strategic goals and resource allocation
  • Manage rating agency capital models, ensuring accuracy and control; develop and manage capital forecasting models
  • Develop and deliver monthly, quarterly, annual and ad hoc financial reports across GAAP and Statutory frameworks
  • Oversee the GAAP consolidation process and review journal entries and statutory-to-GAAP adjustments to ensure compliance with US GAAP and NAIC SAP
  • Gather, analyze, and prioritize financial deliverables to support performance review, variance commentary, and management and Board reporting
  • Identify and resolve accounting discrepancies, assist in technical research, and support implementation of new or updated accounting guidance
  • Partner with actuarial, strategy and risk teams on capital modeling exercises and support ad hoc regulatory filings and financial surveys
  • Partner with underwriting, actuarial, and operations to evaluate program performance and drive financial insight
  • Drive reporting automation and tools to streamline FP&A and reporting processes
  • Support special initiatives, team projects, and evolving organizational needs as directed
Desired Qualifications
  • Advanced degree a plus

Incline P&C Group focuses on the program insurance market, offering market services and platforms to help clients structure, participate in, and manage program insurance arrangements. It leverages over 75 years of combined industry experience and is privately owned, using disciplined underwriting and risk management to support clients. The company differentiates itself through its sole focus on the program insurance market and deep industry expertise, delivering tailored platforms and guidance. Its goal is to be a trusted partner that helps design, underwrite, and administer successful program insurance programs through experienced guidance and predictable results.

Company Size

51-200

Company Stage

Growth Equity (Non-Venture Capital)

Total Funding

$125M

Headquarters

Austin, Texas

Founded

2015

Simplify Jobs

Simplify's Take

What believers are saying

  • Bamboo partnership expands capacity using underwriting platform immediately.
  • Thomas Wafer's 40-year reinsurance expertise strengthens board since February 2025.
  • Rob Strickland's 30-year tech leadership drives transformation from January 2026.

What critics are saying

  • California exposure contracts market 15% since 2022 with spiking reinsurance.
  • Executive turnover disrupts: Patel shifted CFO to CRSO in January 2025.
  • MGA dependence risks revenue loss if partners shift to competitors.

What makes Incline P&C Group unique

  • Incline partners with MGAs like Bamboo for California homeowners insurance.
  • A- rated carriers deliver nationwide E&S and admitted programs.
  • Program market services integrate admin, tech, and risk solutions.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Hybrid Work Options

Company News

PR Newswire
Feb 26th, 2026
Incline promotes Andrew McLennan to chief risk officer, appoints Rob Strickland as CIO

Incline, an insurance program market services firm, has promoted Andrew McLennan to chief risk officer and appointed Rob Strickland as chief information officer, effective 1st January 2026. McLennan joined Incline in May 2025 as vice president and brings experience in actuarial science, reinsurance and enterprise risk management from previous roles at Sompo International, Endurance Specialty and Montpelier Re. He will focus on integrating data, analytics and scalable systems into risk and capital decision-making alongside Cole Christensen, senior vice president of risk and strategy. Strickland has over 30 years of technology leadership experience, including senior roles at Apple, Harvard Business School, T-Mobile and Neustar. He currently runs Move 37 Ventures, an advisory firm specialising in technology strategy and digital transformation.

The Andalusia Star-News
Oct 6th, 2025
Incline P&C Group Ranks #9 Nationwide in Insurance on 2025 Inc. 5000 List

Incline P&C Group ranks #9 nationwide in insurance on 2025 Inc. 5000 list.

Insurance Innovation Reporter
Apr 3rd, 2025
Bamboo Insurance, Incline P&C Group Form California Partnership

Bamboo Insurance (Midvale, Utah) had entered into a strategic partnership with Incline Property & Casualty Group (Austin, Texas) to expand homeowners insurance offerings in California, the companies announced April 1.

PR Newswire
Apr 1st, 2025
Bamboo Insurance Partners With Incline Pc Group To Expand Home Insurance Options In California

MIDVALE, Utah, April 1, 2025 /PRNewswire/ -- Bamboo Insurance, a trusted customer-focused insurance provider, has announced a strategic partnership with Incline PC Group, a leading insurance program carrier. This partnership leverages Bamboo's advanced underwriting platform and Incline's superior financial strength to bring additional capacity to the California market. Bamboo has established itself as the premier California underwriting franchise since launching in 2018, and will begin underwriting admitted and non-admitted homeowners programs with Incline effective immediately. Leveraging technology and data, Bamboo has been a solution for thousands of Californians since 2018. With this partnership, Bamboo and Incline are well-positioned to help more customers navigate the complexities of property insurance while delivering on a promise to provide transparent, reliable, and customer-centered solutions

PR Newswire
Feb 24th, 2025
Incline Pc Group Adds Thomas Wafer As Independent Director

AUSTIN, Texas, Feb. 24, 2025 /PRNewswire/ -- Incline P&C Group, a leading insurance program market services firm, has elected Thomas Wafer to the Board of Directors of each of its insurance carriers as an independent director. Wafer brings over 40 years of experience in reinsurance and insurance, with a record of leadership across several major organizations.Most recently, Wafer served as Chairman of Willis Re/Gallagher Re North America, where he played a central role in guiding strategic operations. His career spans senior roles, including President at Third Point Re (USA) Ltd. and President and Chairman of Global Reinsurance at Alterra. He has led operations at Harbor Point Re in both the U.S

INACTIVE