Job Title:

Sr. Manager of FP&A

Department/Group:

Accounting and Finance

Location:

Onsite or Remote

Travel Required:

Minimal

Reports To:

VP of FP&A

Position Type:

Fulltime / Exempt

Company Intro

Orion180 is a premier insurance solution provider that leverages cutting-edge technology and its dedicated team members to bring more value to its customers, independent agents, and other business partners. Orion180’s vision is to transform the insurance industry by providing excellent, results-driven service to independent insurance agents to further distance us from our competitors.

Orion180 is located on the beautiful space coast of Melbourne, one of the best places to live in Florida. Melbourne offers affordable housing, transportation, and other amenities, and is in close proximity to major cities such as Orlando, Tampa, Jacksonville, St. Augustine, and Miami.

At Orion180 we foster a culture of success based on our three pillars: Do MORE, Be MORE, and Give MORE. Innovation in technology enables us to do MORE as we harness the power of our innovative proprietary technology. Innovation in service is the catalyst allowing us to give MORE and achieve the highest level of customer care. Our innovation in culture fosters an environment that empowers us to be MORE. This innovation-focused ecosystem enables our customers to Expect MORE.

Job Summary

The Sr. Manager of FP&A is a key member of the Finance Department. This leader will play a critical role in driving the financial planning and analysis function within the organization and is responsible for capital/financial modeling, budgeting, forecasting, financial modeling, and providing strategic insights to support decision-making processes.

Role and Responsibilities

To perform the job successfully, an individual must be able to perform each essential duty satisfactorily and should demonstrate the required competencies to consistently perform the essential functions of this position. All employees are expected to adhere to and be knowledgeable of Orion180 operations standards, established security/safety rules and requirements for attendance. The key functions listed below are representative of what will be required of the Sr. Manager of FP&A

• Lead, enhance, and create annual budgeting and monthly forecasting processes in partnership with our business intelligence teams.
• Develop and maintain complex financial models to support strategic initiatives, with implementation support using a leading financial planning platform.
• Analyze financial performance and provide actionable insights to senior leadership.
• Prepare and present financial reports, including variance analysis and key performance indicators (KPIs), using variance to drive improvements in modeling and decision making.
• Collaborate with cross-functional teams to gather relevant data and ensure alignment with financial goals.
• Support business activities, including geographic expansion, product line expansion, as well as potential capital raises.
• Drive continuous improvement in financial processes and systems.

Qualifications and Education Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA, CPA, CPCU or CFA preferred.
• 6+ years of experience in financial planning and analysis, with 2+ in a managerial role.
• Experience with P&C or Health Insurance Finance Required, with exposure to capital modeling & reinsurance a plus.
• Knowledge of US GAAP and STAT Reporting Standards
• Strong analytical and problem-solving skills.
• Advanced Proficiency in financial modeling and Excel skills.
• Strong understanding of financial reporting; experience with NetSuite Financials, Power BI, or Vena a plus
• Experience with executive-level communication, stakeholder management, and presentation skills.
• Willingness to make decisions, ability to clearly support those decisions, and a desire to build are required!

Physical Demands

While performing general office duties for this position, the employee is regularly required to sit, stand and/or walk around (including the use of stairs). Other demands include the ability to openly communicate with others by talking, listening, and reading, being able to lift light objects (<25lbs), and using standard office equipment such as computers, printers, and phones. In addition, there is an occasional need to bend, twist or stoop to open/close cabinets, and reach for files or other standard office-type objects.

Work Environment

The office environment is fast paced and collaborative. An employee must be willing to work their regularly assigned work schedule, and in times of need, be able to work an extended schedule depending on company or departmental needs, project requirements, or customer demands.

If you are interested in applying for employment and need special assistance or an accommodation to apply for a posted position, contact our Human Resources department at (321) 218-2473 or HR@orion180.com.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.