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The manager will lead strategic planning, budgeting, and financial analysis while partnering with cross-functional teams to provide actionable business insights. They are also responsible for supporting the monthly financial close and driving process improvements through the implementation of planning systems and AI tools.
Role Overview
Accelerant is seeking a Risk Exchange FP&A Manager to support strategic planning, budgeting, and financial analysis across our risk exchange platform. Reporting to the Head of Risk Exchange FP&A, this role partners closely with the FP&A, Accounting, Actuarial, and Distribution teams to turn complex risk exchange data into clear, actionable insight that informs decisions at all levels of the business.
The ideal candidate brings a strong analytical foundation, experience in specialty insurance or financial services, and the drive to modernize planning processes through technology and AI-enabled tools.
Key Responsibilities
Strategic Planning & Financial Analysis
• Lead and support the development of the annual strategic plan, budgets, and rolling forecasts
• Perform deep-dive financial analysis on risk exchange operations, agency performance, and insurance results, translating data into clear narratives for senior leadership
• Review and present monthly management reports on agency and insurance operations, identifying trends, variances, and actionable insights
• Support senior management with ad hoc business analysis and strategic initiatives
Cross-Functional Partnership
• Work cross-functionally with FP&A, US and European finance teams, CFOs, Accounting, and Actuarial
• Serve as a key finance partner to the Distribution team, supporting data needs and business performance tracking
• Build effective working relationships with diverse stakeholders across the organization
Reporting & Close Support
• Support the monthly close and financial reporting process, ensuring accuracy, timeliness, and clarity of outputs
• Develop and maintain management reporting packages for leadership review
Planning Systems & Process Improvement
• Support the development, implementation, and adoption of Pigment as the enterprise planning platform
• Identify and lead opportunities to redesign planning workstreams using AI and digital tools — reducing manual effort, improving cycle times, strengthening controls, and enhancing reporting quality
• Drive continuous improvement across FP&A processes, documentation, and best practices
Required Qualifications
• Bachelor’s degree in finance, Accounting, Economics, or another analytical discipline
• 5 - 7+ years of progressive FP&A or financial analysis experience, including at least 2 years in a manager or lead capacity
• Strong financial modeling skills; advanced proficiency in Excel
• Proven ability to own complex analysis end-to-end - from data gathering through insight communication
• Experience presenting financial results and recommendations to senior leadership
• Excellent written and verbal communication skills, with the ability to distill complex information into clear narratives
• Strong organizational skills with the ability to manage multiple priorities, deadlines, and competing demands in a fast-paced environment
• Demonstrated track record of driving process improvements and operating with a continuous-improvement mindset
Preferred Qualifications
• Experience in specialty insurance, reinsurance, or financial services
• Experience with enterprise planning tools - Pigment, Tagetik, Anaplan, or similar
• Proficiency in data visualization and BI tools such as Power BI or Tableau
• Familiarity with ERP systems such as Microsoft Dynamics
• Exposure to AI or automation tools applied to finance workflows
• Experience supporting or leading planning system implementations
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