Director/Manager of FP&A

Job Summary

Seeking a highly skilled and experienced Director/Manager of Financial Planning & Analysis (FP&A) to join a growing risk management and insurance procurement firm. This role is pivotal in supporting executive leadership and the Board of Directors through advanced financial analysis, forecasting, and strategic decision-making. The successful candidate will work closely with the CFO/COO and Director of Operations to drive financial discipline, support growth initiatives, and provide actionable insights across complex consulting, insurance, and procurement functions.

Compensation Package

• Salary Range: $180,000 - $300,000 (commensurate with experience)
• Competitive benefits package
• Opportunities for career advancement and professional growth

Responsibilities

Financial Planning, Analysis & Reporting

• Lead cross-functional FP&A efforts, including budgeting, forecasting, and long-term financial planning.
• Oversee P&L analysis, margin analysis, and profitability reporting across various service lines.
• Prepare and present financial reporting packages for the C-Suite and Board of Directors.
• Develop scenario models, perform sensitivity analyses, and generate strategic forecasts to support growth initiatives.

Cash Flow, Compliance & Controls

• Manage cash flow projections, working capital analysis, and liquidity planning.
• Ensure financial compliance, internal controls, and audit readiness in collaboration with leadership.
• Support internal and external audits as required.
• Ensure accurate and timely financial reporting in alignment with company standards.

Project & Strategic Finance Support

• Oversee financial aspects of strategic projects, including system implementations, process improvements, and operational initiatives.
• Assist with due diligence activities for acquisitions, new client onboarding, and major projects.
• Collaborate with Operations on performance monitoring, utilization, and cost control.

Systems & Tools

• Serve as an advanced user of Sage Intacct and Concur, ensuring accurate data flow and reporting.
• Enhance dashboards, automate reports, and improve executive financial insights.

Qualifications/Requirements

• MBA required.
• Minimum of 8 years of experience in FP&A, strategic finance, consulting, or related roles.
• Proven experience in supporting executive leadership and Board-level reporting.
• Expertise in financial modeling, forecasting, and P&L management.
• Proficiency in Sage Intacct and Concur.
• Consulting experience strongly preferred.
• Background in procurement, insurance, risk management, or professional services is highly desirable.
• Exceptional communication skills with the ability to present complex financial concepts clearly.

Preferred Background

• Experience in consulting, advisory, or professional services environments.
• Familiarity with procurement or sourcing-driven business models.
• Exposure to insurance, risk management, or financial services.

#LI-JW3

ABOUT US:

The Jonus Group is a specialized insurance staffing firm that connects top talent with industry-leading clients. Our client is seeking a Financial Analyst to join their finance team. You will build financial models (growth, profitability, etc.) for the core business and be a key part of a team driving analyses that help leadership execute major initiatives and strategic decisions. Through effective planning and analysis, you will provide the executive leadership team with appropriate reporting (regular and ad-hoc) to help establish goals and track performance across the business. This position requires knowledge of finance, accounting, and operational principles, experience with financial data modeling and analysis techniques, and an understanding of budgeting and forecasting processes. 

RESPONSIBILITIES:

REQUIREMENTS:

• Bachelor’s degree in Finance, Accounting, or other related field
• At least five years of financial analysis experience within the P&C insurance industry.
• Proficient in MS Excel (pivot tables, formulas, etc.)
• Experience using relevant technologies to pull data (e.g. SQL, MS Access)
• Advanced analytical skills at a level to lead interactions with the senior management team
• Excellent verbal and written communication skills
• Highly detail-oriented
• Excellent interpersonal skills/team player
• Experience working with and presenting to Leadership, C-Suite, and Board Executives

COMPENSATION:

• $95,000-$125,000/year based on experience
• Quarterly bonus
• Comprehensive medical dental, and vision insurance.
• 401(k) with 4% company match, no vesting.
• Paid time off and holidays.

ABOUT US:

The Jonus Group is a specialized insurance staffing firm that connects top talent with industry-leading clients. Our client is seeking a Financial Analyst to join their finance team. You will build financial modeling (growth, profitability, etc.) for the core business and be a key part of a team driving the analyses that helps leadership execute on major initiatives and strategic decisions. Through effective planning and analysis, you will provide the executive leadership team with appropriate reporting (regular and ad-hoc) to help establish goals and track performance across the business. This position requires knowledge of finance, accounting, and operation principles, experience with financial data modeling and analysis techniques, and understanding of budgeting and forecasting processes. 

RESPONSIBILITIES:

REQUIREMENTS:

• Bachelor’s degree in Finance, Accounting, or other related field
• At least five years of financial analysis experience within the P&C insurance industry.
• Proficient in MS Excel (pivot tables, formulas, etc.)
• Experience using relevant technologies to pull data (e.g. SQL, MS Access)
• Advanced analytical skills at a level to lead interactions with senior management team
• Excellent verbal and written communication skills
• Highly detail-oriented
• Excellent interpersonal skills/team player

COMPENSATION:

• $95,000-$125,000/year based on experience
• Quarterly bonus
• Comprehensive medical dental, and vision insurance.
• 401(k) with 4% company match, no vesting.
• Paid time off and holidays.