Manager Financial Planning and Analysis (FP&A)

Location:

Position Summary

Oxford Life Insurance Company is seeking a strategic and detail-oriented Financial Planning and Analysis (FP&A) Manager to lead budgeting, forecasting, and financial modeling activities. This individual will play a critical role in providing insights that support decision-making across departments, ensuring alignment with the company’s financial goals and regulatory obligations. The ideal candidate brings a strong insurance industry background and thrives in a fast-paced, data-driven environment.

Key Responsibilities

• Lead the annual budgeting and quarterly forecasting processes, working collaboratively with department leaders and executive management.

• Develop and maintain financial models to support strategic planning, profitability analysis, and long-range forecasting.

• Analyze financial results and key performance indicators (KPIs), identifying trends and areas for improvement.

• Prepare and present monthly financial reports, variance analyses, and executive-level dashboards.

• Partner with Accounting to ensure accuracy and consistency between actual results and projections.

• Support ad hoc financial analysis to evaluate new business opportunities, product lines, and cost initiatives.

• Contribute to the development and maintenance of internal controls and financial policies.

• Collaborate cross-functionally to understand operational drivers and incorporate them into financial models and reporting.

• Monitor industry trends and maintain up-to-date knowledge of NAIC statutory requirements and insurance regulatory changes.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (Master’s or MBA preferred).

• Minimum of 5 years of progressive experience in financial planning and analysis, with at least 2 years in the insurance industry.

• Strong understanding of GAAP and NAIC statutory accounting principles.

• Advanced proficiency in Microsoft Excel and financial modeling; experience with financial planning software (e.g., Adaptive Insights, Hyperion, or similar) is a plus.

• Strong analytical, organizational, and communication skills.

• Ability to present financial information clearly to senior leadership.

• CPA, CFA, or actuarial experience preferred but not required.

Here are just some of the programs U-Haul has available:

• Full Medical coverage

• New indoor fitness gym

• Onsite medical clinic for you and your family

• Career stability

• Opportunities for advancement

• Valuable on-the-job training

• Prescription plans

• Dental & Vision Plans

• Business and travel insurance

• YouMatter Employee Assistance Program

• Paid holidays, vacation, and sick days 

• Employee Stock Ownership Plan (ESOP)

• 401(k) Savings Plan

• Life insurance

• Critical Illness/Group Accident

• 24-hour physician available for kids

• Subsidized gym/ membership

• MetLaw Legal program

• MetLife auto and home insurance

• Discounts on cell phone plans, hotels, and more

• LifeLock identity Theft

• Tuition reimbursement program

• Free online courses for personal and professional development at U-Haul University

• Savvy consumer wellness programs- from health care tips to financial wellness

• U-Haul federal credit union

U-Haul Holding Company, and its family of companies including U-Haul International, Inc. (“U-Haul”), continually strives to create a culture of health and wellness. Consistent with applicable state law, U-Haul will not hire or re-hire individuals who use nicotine products.  The states in which U-Haul will decline to hire nicotine users are: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Pennsylvania, Texas, Utah, Vermont, Virginia, and Washington. U-Haul has observed this hiring practice since February 1, 2020 as part of our commitment to a healthy work environment for our team.   

U-Haul is an equal opportunity employer. All applicants for employment will be considered without regard to race, color, religion, sex, national origin, physical or mental disability, veteran status, or any other basis protected by applicable federal, provincial, state or local law. Individual accommodations are available on requests for applicants taking part in all aspects of the selection process. Information obtained during this process will only be shared on a need to know basis.