FP&A Specialist

Univista Insurance is seeking an FP&A Specialist to support the Finance team with financial planning, forecasting, reporting, analysis, and business performance management. This role will work closely with Finance and cross-functional teams to provide accurate financial information, identify trends and variances, and help leadership make informed business decisions.

The ideal candidate is analytical, detail-oriented, and comfortable working with financial data. They should be able to organize and analyze large amounts of information, build and maintain financial reports and models, and communicate findings clearly. This role is well suited for someone looking to grow their career in FP&A while gaining exposure to budgeting, forecasting, financial performance, and strategic business analysis.

Key Responsibilities

Financial Planning & Forecasting

• Support the annual budgeting and financial planning process by collecting, organizing, and analyzing financial and operational data
• Assist with monthly, quarterly, and annual forecasting activities
• Maintain financial models and forecasting tools used to support business planning
• Gather assumptions and supporting information from department leaders and Finance stakeholders
• Assist in updating forecasts based on actual business performance and changing assumptions
• Identify trends and potential variances that may impact financial performance

Financial Analysis & Reporting

• Prepare recurring financial reports and analysis for Finance and business leadership
• Analyze actual results against budget, forecast, and prior-period performance
• Investigate variances and identify the primary drivers behind changes in revenue and expenses
• Track key financial and operational performance indicators
• Prepare supporting schedules, reports, and analyses for monthly and quarterly business reviews
• Translate financial data into clear insights and recommendations for internal stakeholders
• Perform ad hoc financial analysis as requested by Finance leadership

Financial Modeling & Data Analysis

• Build and maintain financial models, spreadsheets, and analytical tools to support business decisions
• Perform scenario and sensitivity analysis to evaluate potential business outcomes
• Analyze revenue, expenses, profitability, headcount, and other key financial metrics
• Consolidate data from multiple sources and ensure accuracy and consistency
• Identify trends, opportunities, and potential risks through quantitative analysis
• Continuously improve financial models and reporting tools to increase efficiency and accuracy

Cross-Functional Partnership

• Partner with Accounting, Operations, Sales, Marketing, and other departments to collect and validate financial information
• Work with business leaders to understand the operational drivers behind financial results
• Support Finance leadership in preparing analysis and presentations for management
• Develop strong working relationships across departments to ensure timely and accurate reporting
• Provide financial support and analysis for new initiatives, projects, and business opportunities

Process Improvement & Data Integrity

• Assist in improving FP&A processes, reporting procedures, and financial models
• Identify opportunities to automate recurring reports and reduce manual work
• Ensure financial data is accurate, complete, and properly documented
• Maintain organized documentation and supporting schedules for financial analyses
• Support the development of standardized reporting and analytical processes as the company continues to grow.

Qualifications & Credentials

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
• 2-5 years of experience in FP&A, financial analysis, accounting, corporate finance, or a related field
• Strong analytical and problem-solving skills with a high level of attention to detail
• Strong Microsoft Excel skills, including formulas, pivot tables, lookups, and data analysis
• Basic understanding of financial statements, budgeting, forecasting, and variance analysis
• Ability to analyze financial information and identify trends, inconsistencies, and opportunities
• Strong organizational skills with the ability to manage multiple priorities and deadlines
• Excellent written and verbal communication skills
• Ability to explain financial information clearly to both Finance and non-Finance stakeholders
• Ability to work effectively in a fast-paced and growing organization

ABOUT US

We are a fast-growing, bilingual insurance agency serving clients across Florida and Texas! Our team helps families and businesses protect what matters most, through auto, home, life, and commercial insurance solutions built around each client’s needs.

We are not your average insurance agency. We invest in our people, recognize performance, and create real paths for growth from your first day in the office to owning your own location. If you are bilingual, driven, and want a career that rewards your work, you have found the right team.

ABOUT US

We are a fast-growing, bilingual insurance agency serving clients across Florida and Texas! Our team helps families and businesses protect what matters most, through auto, home, life, and commercial insurance solutions built around each client’s needs.

We are not your average insurance agency. We invest in our people, recognize performance, and create real paths for growth from your first day in the office to owning your own location. If you are bilingual, driven, and want a career that rewards your work, you have found the right team.

🌟 WHY JOIN US

We know talented bilingual insurance professionals have options. Here is what makes us different:

✓ Real base pay — Competitive salary based on experience and license held

✓ Paid Time Off — 1 week PTO to start, growing with tenure

✓ Medical Insurance — Comprehensive health coverage for you

✓ Sick Time — Dedicated sick time separate from your PTO

✓ Dental & Vision — Comprehensive dental and vision coverage

✓ Performance Bonus — Structured plan tied directly to your results

✓ Supplemental Plans — Voluntary supplemental options available

✓ Employee Referral — Earn rewards for bringing great talent in

✓ Basic Life Insurance — Company-paid life insurance

✓ Career Growth Path — CSR → Agent → Team Lead → Manager → Owner

✓ 401(k) with Match — Invest in your retirement savings with us!

✓ Training & Development — Ongoing sales, product, customer service & compliance training

🤝 OUR CORE VALUES

“The harder we work, the luckier we are.”

🛡️

PROTECT

Safety for our communities

We ensure the safety of our communities by offering robust insurance options for life’s many facets. Quality and comprehensiveness are the hallmarks of our coverage.

🤚

HELP

Swift, personalized support

Our agents are ready to assist with any insurance questions, providing swift and personalized support to guide clients through their options.

📣

PROMOTE

Investing in our workforce

We invest in the future of our workforce with career paths and training for aspiring agents, contributing to the growth of the insurance sector.

🤝

BUILD

Trust & transparency

Our client relationships are built on trust and transparency, with each interaction tailored to meet individual insurance needs.

📚

EDUCATE & GUIDE

Clarity & empowerment

Clarity and empowerment are the goals of our resources, aimed at helping clients make informed insurance decisions.

📱

PROVIDE

Accessible solutions

We deliver affordable and innovative insurance solutions made readily accessible through tools like our app, enhancing convenience for our clients.