DOXA · 22 hours ago
Manager, Financial Planning & Analysis
Fort Wayne
Full-time
Hybrid
Mid, Senior Level
5+ years expDOXA is an award-winning specialty insurance platform focused on acquiring and developing niche-market insurance program administrators and distribution partners. The Manager, Financial Planning and Analysis role involves overseeing the delivery of financial data and analysis, managing the FP&A team, and supporting strategic financial decision-making across the company.
Financial ServicesInsuranceVenture Capital
Responsibilities
Develop and maintain financial models, performance analysis, and forecasts for DOXA corporate and related entities
Manage FP&A team around timelines, reconciliations, day-to-day questions and HR needs, capacity / workload management
Identify and effectively communicate key drivers of business results including both risks and opportunities in the forecast and budget on an entity level basis
Assist in building and maintaining a robust working capital forecast, including ongoing monitoring and analysis of trends in receivables, payables, and other key balance sheet drivers to support liquidity and operational decision-making
Support the development and enhancement of a dynamic cash flow forecasting model and liquidity management dashboard, providing clear visibility into short- and long-term cash positions and informing capital allocation and risk management decisions
Provide quantitative, decision-oriented analysis that supports achievement of corporate goals
Prepare presentations and financial reports for diverse audiences including executive leadership and private equity partners
Support profitable growth by standardizing and automating systems and processes
Support annual budgeting process, quarterly forecasting process and quarterly business reviews across business units
Collaborate with data team and underwriting team to advance business financial analysis and data insights
Build partnerships and maintain strong relationships with P&L business unit and vertical leaders and their teams
Partner with Accounting on reported financial results and shared responsibilities such as corporate expense allocations
Collaborate with cross-functional leaders to drive solutions to complex problems
Inspire trust through superior financial business acumen, problem solving and growth mindset
Exceed expectations by holding self and others accountable for delivery of results
Thought leader for best practices in financial analysis and planning
Qualification
Required
Bachelor's Degree in Finance
Minimum five years of financial analysis experience
Minimum 1-2 years' experience in team management
Knowledge of project management tools and processes
Intermediate proficiency in MS Office
Strong written and verbal communication skills
Strong time management skills
Ability to juggle multiple requests and meet deadlines
Strong presentation skills in small and large group settings
Ability to exercise discretion and maintain confidentiality
< 10% domestic travel required
Preferred
Knowledge of insurance industry preferred
Proficiency in Power BI preferred
Fort Wayne, IN area highly preferred
Benefits
Dynamic work environment
Collaborative culture
Company
DOXA
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.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$7.75M2023-11-07Acquired
2018-05-30Series Unknown· $7.75M
Leadership Team
Matt Sackett
President & CEO
Company data provided by crunchbase