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Accelerant

Risk Exchange FP&A Manager

Posted 12 hours ago
5-10 years experience
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AI Summary

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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