Financial Planning & Analysis Manager

Summary: This position manages financial planning, forecasting, budgeting, reporting, and analysis within the FP&A function. The Manager, Financial Planning & Analysis partners with FP&A leadership and business stakeholders to deliver timely financial insight, strengthen planning processes, and support operational and strategic decision-making. The role oversees financial models, recurring and ad hoc reporting, performance analysis, FP&A systems support, data integrity, executive reporting, and process improvement activities. This position requires sound financial judgment, strong analytical capabilities, effective communication, and the ability to manage priorities across multiple workstreams.

Essential Duties and Responsibilities include the following.Other duties may be assigned.

• Financial Planning & Forecasting: Manages the annual budget, quarterly forecasts, and long-range planning processes. Oversees data collection, validates assumptions, consolidates inputs, and develops supporting models and schedules
• Financial Reporting & Variance Analysis: Prepares and reviews monthly and quarterly reporting packages, including budget-to-actual analysis, trend reporting, KPI tracking, and variance explanations. Identifies key performance drivers and summarizes findings for leadership
• Financial Modeling & Analysis: Develops, maintains, and enhances financial models used for forecasting, scenario analysis, profitability analysis, and operational decision support
• FP&A Systems & Data Management: Oversees financial data quality within FP&A and ERP systems, including NetSuite PBCS and related reporting tools. Supports report governance, data reconciliations, hierarchy maintenance, and process documentation. Maintains forecasting models within Netsuite PBCS
• Business Partnership: Partners with department leaders and business stakeholders to support expense management, budget accountability, operational analysis, and financial decision-making
• Executive & Management Reporting: Coordinates executive leadership and Board reporting materials, including financial summaries, dashboards, presentations, and analysis of results, trends, risks, and opportunities
• Process Improvement & Automation: Leads efforts to improve reporting efficiency, streamline workflows, automate recurring processes, strengthen controls, and enhance FP&A reporting capabilities
• Internal Controls & Data Integrity: Supports financial reporting accuracy, data governance, and consistency across planning and reporting processes. Reviews analysis for accuracy and promotes repeatable reporting standards
• Ad Hoc Analysis & Special Projects: Provides analytical and reporting support for special projects, strategic initiatives, workforce planning, expense analysis, sales and marketing initiatives, and other financial projects as assigned.

Qualifications

Essential Competencies and Skills

• Advanced analytical, quantitative, and problem-solving skills
• Strong financial modeling, forecasting, reporting, and business case development skills
• Ability to translate financial and operational data into clear insights and recommendations
• Strong communication and business partnership skills
• High attention to detail and commitment to data accuracy, controls, and repeatable reporting processes
• Ability to analyze large datasets and develop actionable dashboards and performance reporting
• Strong organizational skills with the ability to lead workstreams, manage priorities, and meet deadlines
• High proficiency with Microsoft Excel, PowerPoint, and financial systems
• Experience with financial planning systems, data automation tools, and business intelligence platforms
• Familiarity with insurance financial metrics and reporting concepts
• Experience preparing executive or Board-level reporting materials
• Knowledge of Power Query, Power BI, SQL, or similar analytical tools

Education, Work Experience, and Certifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or related field
• 4-7 years of progressive experience in financial planning & analysis, corporate finance or related field
• Experience in insurance, financial services, or regulated industries
• Experience with FP&A systems such as NetSuite or equivalent

Travel Requirements

• This position offers flexible work location options and may be based remotely or from our main office. Applicants must reside in North Dakota or Minnesota. The final work arrangement will be determined based on the selected candidate's location and business needs.

Physical Demands/Working Conditions

• Be able to withstand typical office work that includes periods of sitting, standing, typing, etc. indoors while potentially performing job tasks in close proximity to other people.
• In addition to typical office work, must be able to exert up to 10 pounds of force occasionally to move objects.
• Requires close visual acuity to perform an activity such as preparing and analyzing data and figures, viewing a computer screen, visual inspection, assembly of parts, or extensive reading.
• Ability to have a flexible work schedule to meet business needs and be at work during specified or core hours.
• Must be able to operate standard computer hardware.

Nodak Insurance Company complies fully with all federal, state, and local employment laws and shall provide equal employment and advancement opportunities for all persons regardless of race, color, creed, religion, national origin, sex, sexual orientation, age, the presence of any mental or physical disability, status with regard to public assistance or marriage, or any other category protected by local, state, or federal law.