Growing financial services and insurance organization is seeking an FP&A professional to join its expanding finance team. This role will support strategic decision-making and provide forward-looking financial insight in a fast-paced, growth-focused environment.
Must be able to work in Utah or OC California
Key Responsibilities
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Lead financial planning, forecasting, and budgeting processes across the business
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Develop and maintain financial models to support growth initiatives, new products, and strategic investments
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Deliver clear, actionable management reporting and variance analysis for senior leadership
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Partner closely with business leaders to understand performance drivers and provide financial insights
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Support long-range planning, scenario analysis, and ad-hoc strategic projects
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Help enhance FP&A processes, tools, and reporting as the organization scales
Candidate Profile
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Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CFA a plus)
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4+ years of experience in FP&A, corporate finance, or related roles
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Experience within financial services, insurance, or highly regulated environments strongly preferred
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Strong financial modeling, forecasting, and analytical skills
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Advanced Excel skills; experience with FP&A systems and BI tools is advantageous
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Confident communicator with the ability to present insights to senior stakeholders
