Fp&A Analyst

This position will be part of the Direct Group Financial Planning & Analysis (FP&A) team and has the overall responsibility in financial analysis, decision-making, and strategic planning within the Direct Group organization. We are looking for a self-motivated individual with excellent financial and technical skills to join our team.

Essential Functions and Responsibilities

• Monthly review and distribution of Direct Group results, including validations with analysis as required.

• Manage the budget and monthly forecast processes for the entire Direct Group operation.

• Develop and monitor reports to track key performance indicators and financial metrics against targets. Identify variances, and provide insightful analysis and recommendations to drive improvements and optimize financial outcomes.

• Collaborate with various departments, including FP&A, corporate finance, operations, and executive management and actively engage in these cross-functional meetings to provide financial insights and recommendations, and contribute to strategic discussions.

• Utilize SQL to retrieve financial and operational data from databases for analysis as required.

• Utilize Tableau or other BI visualization tools available to present financial data and analysis of results in a clear and concise manner, enabling our business to easily understand and interpret the information.

• Identifies opportunities to streamline financial processes, enhance data quality and accuracy, and automate routine tasks.

• Partner with financial planning and analysis team and various department colleagues to analyze cost/benefit investments to achieve desired revenue growth targets.

• Perform special analyses to support strategic business decision making.

• Perform other duties as assigned by the department head.

Qualifications and Education

• Top notch analytical and problem-solving skills.

• Able to clearly link financial results to performance drivers, generate alternatives, and drive positive change. Strong foundation in financial analysis, including knowledge of financial statements, budgeting, forecasting and variance analysis.

• Working knowledge of SQL and experience working with BI visualizations tools or Charts in Excel.

• Proficient with MS-Office applications. Expert-level Excel. Basic knowledge of Workday or Adaptive Insights is a plus.

• Demonstrated proficiency with financial modeling.

• Time management and the ability to switch between projects quickly and meet deadlines.

• Advanced project management and process improvement skills.

• Ability to anticipate, identify, and resolve complex financial issues.

• Process-orientation with continuous improvement mindset.

• Excellent communication skills with ability to communicate complex financial issues in a clear/concise manner.

• Bachelor's degree in Accounting, Finance, Mathematics or other quantitative discipline from a four-year college or university.

• 1-4 years of relevant FP&A experience.

• Project management experience with exposure to continuous improvement methodologies and tools.

• Insurance industry experience (Life or P&C) preferred.

About the Company

The Plymouth Rock Company and its affiliated group of companies write and manage over $2 billion in personal and commercial auto and homeowner's insurance throughout the Northeast and mid-Atlantic, where we have built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering environment, and our customers are among the most loyal in the industry. The Plymouth Rock group of companies employs more than 1,900 people and is headquartered in Boston, Massachusetts. Plymouth Rock Assurance Corporation holds an A.M. Best rating of "A-/Excellent".

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