Senior Analyst, Financial Planning & Analysis

ABOUT DOXA

DOXA Insurance Holdings is a Midwest-domiciled holding company that acquires specialty niche-focused insurance distribution companies such as Managing General Agencies, Wholesale Brokers, Program Administrators, and Retail Agencies. The DOXA environment is fast paced, dynamic, challenging and provides its employees with line-of-site into many aspects of the business.

JOB SUMMARY

The Senior Analyst, Financial Planning and Analysis role is responsible for the creation and insightful analysis of corporate and individual business unit financial data. Responsible for leveraging financial and data insights to influence leaders across the organization in order to achieve long-term corporate goals. Accountable for data reconciliation and quarterly forecasting and supporting on-time month end financial reporting and analysis. Further accountable for creating valued partnership relationships with leaders across all DOXA entities and becoming a trusted advisor to business leaders and management.

JOB FUNCTIONS

Financial Planning and Analysis

• Develop and maintain financial models, performance analysis and forecasts for DOXA corporate and related entities.
• Identify and effectively communicate key drivers of business results
• Provide quantitative, decision-oriented analysis that supports achievement of corporate goals.
• Prepare presentations and financial reports for diverse audiences including executive leadership and private equity partners.
• Support profitable growth by standardizing and automating systems and processes.
• Support annual budgeting process, quarterly forecasting process and quarterly business reviews across business units
• Collaborate with data team and underwriting team to advance business financial analysis and data insights

Relationship and Network

• Build partnerships and maintain strong relationships with P&L business unit leaders and their teams.
• Collaborate with cross functional leaders to drive solutions to complex problems.

Leadership

• Inspire trust through superior financial business acumen, problem solving and growth mindset.
• Exceed expectations by holding self and others accountable for delivery of results.
• Thought leader for best practices in financial analysis and planning.

QUALIFICATIONS

Education/Certification

• Bachelors Degree in Finance

Required Experience

• Minimum four years of financial analysis experience
• Experience working in complex, fast-paced organizations
• Experience working at a mature start-up organization preferred

Required Knowledge

• Knowledge of insurance industry preferred, MGA experience a plus
• Knowledge of project management tools and processes

Skills/Abilities

• Intermediate proficiency in MS Office
• Strong written and verbal communication skills
• Strong time management skills
• Ability to juggle multiple requests/tasks
• Strong presentation skills in small and large group settings
• Ability to exercise discretion and maintain confidentiality

Travel

• < 10% domestic travel required if located in Fort Wayne

Work Location

• Fort Wayne, IN area highly preferred. Open to remote