FBS FP&A Specialist

About This Opportunity

We are representing a confidential insurance organization seeking an FP&A Specialist to join their financial planning team in Mexico. Our client is a major insurance carrier serving millions of households across the United States with a diverse portfolio of insurance and financial services products. This remote role offers the opportunity to work with senior leadership on strategic financial initiatives across multiple insurance lines.

Responsibilities

• Develop customized financial models to support planning, forecasting, product development, and distribution analytics
• Analyze sales funnels, lapse curves, persistency, pricing structures, and loss performance across diverse entities and insurance lines
• Lead forecasting and performance tracking with high technical precision and business alignment
• Validate and present key findings to senior leadership, influencing financial decision-making and business strategy
• Ensure timely and accurate delivery of management reports, dashboards, and presentations
• Interface with cross-functional teams across Finance, Actuarial, Product, and Sales to align data and insights with organizational goals
• Own the control and sign-off processes for financial modeling assumptions and reporting frameworks
• Prepare and present management reports and executive decks for CFO and governance forums
• Maintain control, validation, and sign-off processes ensuring data accuracy and reporting relevance

What We're Looking For

• 5+ years of experience in FP&A or a comparable analytical finance role within the insurance industry
• Hands-on experience in financial modeling, forecasting, performance management, and executive-level reporting
• Insurance industry experience is required
• Bachelor's degree in Business Administration, Economics, Actuarial Science, Engineering, Finance, or related field
• Advanced proficiency in Excel and financial modeling techniques
• Advanced knowledge of insurance industry metrics and KPIs
• Experience with advanced forecasting, planning, and business case modeling
• Entry-level familiarity with AI tools for scenario modeling is a plus
• Fluency in English
• Availability to work according to Pacific Standard Time (PST) zone
• Legal authorization to work in Mexico at time of hire

How We Work With You

Candidates apply directly through Get A Job.ai. Our talent team will conduct an initial screening to assess fit and answer your questions about the role. Qualified candidates are then submitted to our client for consideration. Please do not attempt to contact the employer directly, as all communication must flow through our recruiting process to ensure proper representation.

Upon acceptance of an offer, employees will not be permitted to engage in parallel employment or paid work for other entities. Any ownership, partnership, or directorship in other businesses must be fully disclosed and reviewed in accordance with company conflict-of-interest policies.

Pay

Compensation details will be discussed with qualified candidates during the screening process.

Equal Employment Opportunity: Get A Job.ai is committed to inclusive hiring practices and equal opportunity employment. We welcome applications from all qualified candidates regardless of race, color, religion, sex, national origin, age, disability, or any other protected characteristic.