AVP, FP&A – Expenses

About the Role

Our client is a leading P&C insurance organization seeking a highly analytical and detail-oriented AVP, FP&A – Expenses to support enterprise expense planning, analysis, reporting, and management.

This is a high-impact, hands-on role that will partner closely with business leaders and finance teams to understand expense drivers, support budgeting and forecasting, and improve how the organization manages and reports on expenses.

The ideal candidate will combine strong FP&A fundamentals with advanced analytical and technical capabilities, along with a proactive mindset toward process improvement, automation, data analytics, and emerging AI solutions.

Key Responsibilities

• Analyze expenses across business units, including actual vs. budget, forecast, prior-period, and key-driver variance analysis.
• Support annual budgeting and forecasting processes, with a focus on expense planning, cost drivers, and allocation methodologies.
• Contribute to the design and implementation of expense planning processes within Oracle or similar enterprise systems.
• Develop and enhance financial datasets, reports, and dashboards using Advanced Excel, Power Query, and Power BI.
• Work with large, structured datasets while ensuring accuracy, consistency, and data integrity.
• Identify opportunities to improve expense reporting and automate recurring financial workflows.
• Evaluate practical applications of automation, data analytics, and AI to improve financial analysis and reporting efficiency.
• Partner with business and functional leaders to understand expense drivers and communicate financial results.
• Prepare clear, structured analyses and presentations for finance and business stakeholders.
• Maintain strong documentation, controls, and reconciliation processes around expense reporting.
• Support ad hoc analysis, strategic initiatives, and special projects as needed.

Qualifications & Experience

• Strong understanding of FP&A, expense management, budgeting, and forecasting.
• Familiarity with the P&C insurance industry and insurance-related financial concepts.
• Experience in FP&A, expense reporting, financial analysis, or a similar corporate finance environment.
• Advanced Excel skills; Power Query and/or Power BI experience strongly preferred.
• Experience with enterprise financial systems such as Oracle, SAP, Hyperion/FCCS, or similar platforms.
• Experience working with large datasets and data-driven financial reporting.
• Demonstrated success improving processes, automating workflows, or enhancing reporting efficiency.
• Strong communication skills and the ability to partner effectively with non-finance stakeholders.
• Experience with expense reporting, cost allocations, or budgeting processes is highly valued.
• Big 4 or public accounting experience is a plus.
• Exposure to data analytics, automation, or AI-driven finance solutions is a plus.

What We’re Looking For

• Exceptional attention to detail and commitment to accuracy.
• Someone who can roll up their sleeves and work in the details while maintaining a broader business perspective.
• Strong ownership and ability to operate independently.
• Excellent business partnering and communication skills.
• Ability to translate financial data into clear insights and recommendations.
• Strong analytical, organizational, and problem-solving abilities.
• Intellectual curiosity and willingness to learn new systems and technologies.
• A continuous-improvement mindset focused on automation, efficiency, and innovation.
• Comfortable working with large datasets and evolving processes in a fast-paced environment.

Why This Opportunity

This is a highly visible FP&A opportunity with the ability to have a meaningful impact on how the organization plans, analyzes, allocates, and manages expenses across the enterprise.

The role offers significant exposure to senior finance and business leadership while providing an opportunity to help modernize FP&A through better data, automation, technology, and AI-driven solutions.

If you are qualified and interested, please apply at reach out to Jordan Dionne at [email protected].