Senior Financial Planning & Analysis Analyst

Description
About Us:
DOXA is an award-winning specialty insurance platform that acquires and develops niche-market insurance program administrators, underwriting companies, and distribution partners including MGAs, MGUs, brokers, and direct-to-consumer operators. We provide centralized sales, marketing, underwriting, and operational support that helps our companies unlock their full growth potential.
With hundreds of custom specialty insurance programs and partnerships and more than 20,000 agent and broker relationships nationwide, DOXA’s rapid growth is reaching new heights.
Our rapid evolution means we can deliver on something most companies just talk about; building a workplace where talented professionals are drawn to the impact they can make. We offer competitive benefits and compensation, but what really differentiates us is our culture empowerment and commitment to innovation in the specialty insurance space.
If you're an ambitious professional looking to evolve your career, we'd love to talk. Ready to join a community of experts redefining the specialty insurance space?
Description:
The Senior Financial Planning & Analysis (FP&A) Analyst is responsible for the ownership and delivery of monthly financial reporting, forecasting, and analysis across multiple business units. This role provides actionable financial and operational insights to Finance leadership and business partners, helping to identify key trends, risks, and opportunities that support strategic and operational decision-making. Core responsibilities include leading variance analysis, supporting the quarterly forecasting and annual budgeting processes, and maintaining financial models used for scenario planning and business analysis.
This role is also responsible for developing clear, decision-oriented reporting packages and executive dashboards, including P&L, operational metrics, and sales incentive reporting. The Senior FP&A Analyst ensures accuracy, consistency, and transparency in financial outputs while defining and refining KPIs that drive accountability and performance across the organization. The role also supports ad hoc analysis and executive requests such as reporting around carrier and agencies that drive our business, providing timely insights to support evolving business needs.
In addition, the Senior FP&A Analyst plays a key role in advancing financial systems, reporting automation, and data integrity initiatives, including supporting KPI development and validation as part of a company-wide data lake implementation. This position partners cross-functionally with operations, IT, marketing, sales, legal, accounting, and leadership teams while serving as a trusted finance advisor and contributing to continuous improvement of FP&A processes and tools.
Key Responsibilities
Lead monthly financial reporting and analysis for multiple business units, including P&L performance, operational metrics, and production reporting
Partner with business leaders to analyze trends, identify risks and opportunities, and provide actionable financial insights
Perform variance analysis against forecast, budget, and prior periods to identify key business drivers
Support and coordinate quarterly forecasting and annual budgeting processes
Develop and maintain financial models to support forecasting, scenario planning, and strategic initiatives
Oversee company-wide sales incentive reporting and compensation analytics, ensuring accuracy and transparency
Prepare executive-level reporting packages, dashboards, and presentations for senior leadership
Define, monitor, and refine KPIs to drive business performance and accountability across business units
Lead FP&A process improvements, reporting automation, and financial systems enhancements to improve scalability and decision support
Collaborate cross-functionally across operations, sales, accounting, and leadership teams while serving as a trusted finance advisor and mentoring junior analysts
Assist with data validation, reporting integrity, and development of financial KPIs related to the implementation and enhancement of a company-wide data lake
Requirements
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field
4–7+ years of experience in FP&A, corporate finance, investment banking, consulting, or related analytical roles
Advanced Microsoft Excel skills, including complex modeling, scenario analysis, pivot tables, and data manipulation
Strong financial modeling and forecasting experience required
Experience working with ERP systems and financial reporting tools preferred
Exceptional analytical, organizational, and problem-solving abilities
Strong communication skills with the ability to present financial concepts to both finance and non-finance audiences
Ability to manage multiple priorities and work independently in a deadline-driven environment
Knowledge of insurance industry preferred
Why Join Us
Opportunity to play a visible, strategic role within a growing organization
Collaborative and high-performing team environment
Exposure to executive leadership and enterprise-wide initiatives
A culture that values innovation, continuous improvement, and professional growth
Meaningful opportunity to influence business performance and decision-making
Benefits & Work Environment
DOXA Insurance Holdings offers a dynamic work environment and a collaborative culture. Our headquarters is located on the 10th floor of the Indiana Michigan building at 101 E. Washington in the revitalized downtown Fort Wayne, Indiana

Work arrangement
No