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Analyst, Financial Planning and Analysis


TX - Dallas

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Analyst, Financial Planning and Analysis


The FP&A Analyst will assist with the preparation of internal/external financial reports, monthly financial analysis materials, and provide adhoc analysis for the organization.  This position is a business partner and trusted advisor to location managers, CFO, and individual underwriters with an internal client service focus.  The focus is all lines of business within the Property and Casualty (P&C) discipline. The existing P&Ls are focused on organic growth via strategic build out of programs, markets, and USI retail synergies.

Duties and Responsibilities 

  • Manage approximately $40MM of annual revenue with an estimated revenue growth of 10%
  • Manage approximately 15 individual P&Ls within the umbrella of Wholesale/MGA
  • Annual budget creation with input from line of business leaders
  • Monthly actual vs forecast variance analysis
  • Review accuracy of transactions entered by the accounting department and loaded from other source systems based on month’s actual vs forecast variance analysis
  • Analyze rest of year forecast creation by location based on month’s result, trailing 12 month trends, and known rest of year changes communicated from operations and HR
  • Ensure accuracy of HR data; review actual results trend to forecasted trend
  • Review and update new and lost business data with practice leaders and managers
  • Review revenue forecast to CRM pipeline 
  • Review revenue trailing trends, modify forecast as necessary
  • Update expense forecast
  • Prepare narrative analysis for operating company results and communicate to all appropriate parties (prior year, prior forecast and budget comparisons)
  • Review producer compensation calculations
  • Collaborate with Corporate Finance/IT to continually improve data flows, reporting systems and analysis
  • Adhoc reporting


  • Minimum of 3 - 5 years FP&A experience, preferably in an insurance or insurance-related industry but not necessary
  • Undergraduate degree required, preferably in finance or accounting
  • Accounting knowledge and the ability to review general ledger, both income statement and balance sheet
  • Understand debit and credits and impact of balance sheet entries on income statements


  • Ideal location in Fort Lauderdale, FL (to work closely with CFO) or in Dallas, TX (the right candidate has the ability to work entirely remote)
  • If located near a USI Wholesale/MGA office location, the expectation is to work a hybrid schedule in-office 2-3 days per week
  • Willing to travel to Dallas and/or other domestic office locations at least twice per quarter
  • If not located in Fort Lauderdale, candidate should expect to travel to Fort Lauderdale and/or Dallas at least 3 days per week for the first 3 weeks of initial training




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