FP&A Analyst

Introduction


Overview

You’ll help keep revenue updates on track by coordinating forecast submissions, reconciling data from broker and operational systems, and supporting the monthly and ongoing forecasting cycle. You’ll also review variances, investigate forecast issues, and prepare commentary that helps leaders understand performance and next steps.

Alongside forecasting, you’ll support SOX controls, exception monitoring, and audit evidence collection. You’ll also help maintain revenue details for shadow reporting across MGA, Programs, GP&P, and G-21 business lines, along with revenue share calculations and ad hoc analytics that support the wider finance team.

How you'll make an impact

• Coordinate revenue updates, reconciling projections and validating data from operational and broker systems.
• Prepare forecasts and maintain uploads in OneStream and Excel.
• Monitor revenue performance, review variances, and recommend corrective actions.
• Prepare variance analysis and commentary for leadership.
• Support SOX controls, exception monitoring, and audit evidence collection.
• Maintain revenue information for internal reports and ad hoc analysis.
• Support the calculation and proper allocation of revenue share across different business lines.

About you

• You have a bachelor’s degree in finance, accounting, or a related field.
• Advanced English is required.
• You have 2 to 5 years of experience in financial services or insurance operations.
• Your background includes revenue management, accounting operations, budgeting, forecasting, or financial analysis.
• You can work with OneStream, Excel forecasts, and revenue reporting tools.
• You can review data, spot issues, and explain variances clearly in English.
• You are comfortable supporting controls, audit requests, and detailed reporting tasks.