Note: The job is a remote job and is open to candidates in USA. DOXA is an award-winning specialty insurance platform focused on acquiring and developing niche-market insurance program administrators and partners. The Senior FP&A Analyst will be responsible for monthly financial reporting, forecasting, and analysis, providing insights to support strategic decision-making across business units.
Responsibilities
- Lead monthly financial reporting and analysis for multiple business units, including P&L performance, operational metrics, and production reporting
- Partner with business leaders to analyze trends, identify risks and opportunities, and provide actionable financial insights
- Perform variance analysis against forecast, budget, and prior periods to identify key business drivers
- Support and coordinate quarterly forecasting and annual budgeting processes
- Develop and maintain financial models to support forecasting, scenario planning, and strategic initiatives
- Oversee company-wide sales incentive reporting and compensation analytics, ensuring accuracy and transparency
- Prepare executive-level reporting packages, dashboards, and presentations for senior leadership
- Define, monitor, and refine KPIs to drive business performance and accountability across business units
- Lead FP&A process improvements, reporting automation, and financial systems enhancements to improve scalability and decision support
- Collaborate cross-functionally across operations, sales, accounting, and leadership teams while serving as a trusted finance advisor and mentoring junior analysts
- Assist with data validation, reporting integrity, and development of financial KPIs related to the implementation and enhancement of a company-wide data lake
Skills
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 4–7+ years of experience in FP&A, corporate finance, investment banking, consulting, or related analytical roles
- Advanced Microsoft Excel skills, including complex modeling, scenario analysis, pivot tables, and data manipulation
- Strong financial modeling and forecasting experience required
- Exceptional analytical, organizational, and problem-solving abilities
- Strong communication skills with the ability to present financial concepts to both finance and non-finance audiences
- Ability to manage multiple priorities and work independently in a deadline-driven environment
- Experience working with ERP systems and financial reporting tools preferred
- Knowledge of insurance industry preferred
Benefits
- Competitive benefits and compensation
- Opportunity to play a visible, strategic role within a growing organization
- Collaborative and high-performing team environment
- Exposure to executive leadership and enterprise-wide initiatives
- A culture that values innovation, continuous improvement, and professional growth
- Meaningful opportunity to influence business performance and decision-making
Company Overview
DOXA is an award-winning specialty insurance platform that acquires and develops niche-market insurance program administrators, underwriting companies, and distribution partners including MGAs, MGUs, brokers, and direct-to-consumer operators. It was founded in 2016, and is headquartered in Fort Wayne, Indiana, USA, with a workforce of 501-1000 employees. Its website is http://doxainsurance.com/.