Senior Analyst FP&A

Posted 2 Days Ago
Be an Early Applicant
9 Locations
In-Office or Remote
120K-140K Annually
Senior level
Cloud • Fintech • Insurance • Software
Duck Creek is proud of our worldwide team of dedicated experts evolving the future of insurance.
The Role
Lead FP&A automation and process improvement, maintaining the Adaptive Planning operating model and supporting budgeting, forecasting, scenario analysis, reporting, and executive requests. Build financial models and dependable workflows, use AI tools appropriately, improve data flows, test changes, resolve reporting issues, and advise finance and business leaders. Collaborate with the VP of FP&A, business teams, and implementation partners in this hands-on individual contributor role.
Summary Generated by Built In

Senior Analyst FP&A


Who We Are
Duck Creek Technologies is the intelligent solutions provider defining the future of the property and casualty (P&C) insurance industry. Our modern SaaS platform enables insurers to run agile, cloud-based operations and deliver better customer experiences.
Duck Creek is a flexible-first company, offering employees autonomy in how they manage their work. As part of our Flying Together approach, we are thoughtfully increasing opportunities for in-person collaboration by focusing on hiring in designated locations. This role is aligned to a specific location, and you’ll partner with your leader to participate in meaningful in-person moments that support team connection and collaboration.
About Vista
Duck Creek Technologies is a portfolio company of Vista Equity Partners, a global investment firm that partners with mission-critical enterprise software and technology-enabled businesses to drive growth and operational excellence. As part of a Vista portfolio company, you’ll work in an environment backed by deep expertise, long-term investment, and a strong commitment to building market-leading businesses and meaningful careers.

 


Position Overview

As Senior FP&A Analyst, you’ll make Duck Creek’s financial planning and reporting faster, more accurate and more insightful. Reporting to the VP FP&A, you’ll combine strong FP&A and modelling skills with a drive to automate, building the workflows, models and reports that support global planning, forecasting and decision-making. You’ll contribute across core FP&A activities, lead practical automation work (including thoughtful use of AI-enabled tools), and help shape strategic decisions on special projects. This is a hands-on individual contributor role where you’ll work independently, solve problems as they come up, and advise finance and business leaders on the best way forward.



What You’ll Do

  • Lead automation and process improvement across recurring FP&A work, from data preparation and reconciliations through to reporting and analysis, using AI tools such as ChatGPT, Claude and Copilot
  • Build and maintain dependable workflows that streamline monthly reporting, forecast updates and presentation materials, and measure the improvements in cycle time, quality and effort
  • Maintain the company operating model in Adaptive Planning, including routine updates, version management and planning and forecasting inputs, partnering with the VP FP&A and model users to keep it aligned with current planning needs
  • Support the annual budget, monthly forecast, scenario analysis, and special projects or ad hoc requests for senior executives
  • Work cross-functionally with business teams and external implementation partners to improve data flows, test changes, and resolve issues affecting reporting and forecasting

  


What You’ve Done

  • Approximately 2–3 years of full-time experience in FP&A, investment banking, transaction advisory, consulting, corporate finance, or another highly analytical role; candidates currently completing or who have recently completed an investment banking analyst program are encouraged to apply
  • Strong financial modeling, forecasting, and analytical skills, including advanced Excel and careful attention to detail
  • Experience automating finance work, with the resourcefulness to take a repetitive process through to a useful, well-documented solution
  • Comfort using AI tools and learning new technology, with sound judgment about appropriate use, data handling, validation, and human review
  • The organization and judgment to balance recurring deadlines, analysis, and improvement projects

Nice to have

  • Exposure to Workday Adaptive Planning or a comparable planning platform (deep systems-administration experience isn’t required)


Work Environment & Other Requirements: 

  • Work Authorization: Must be legally authorized to work in the country of the job location 
  • Location: Boston/ Bay Area - Hybrid Working
  • Compensation: The expected salary range for candidates living in the San Francisco/Bay Area or Boston is $120,000 - $140,000. Actual compensation is determined based on a variety of factors, including job-related skills, experience, qualifications, internal equity, and geographic location, where permitted by law.

CORE COMPETENCIES
Our team is built on strong core values that guide how we work and grow together. We prioritize clear and thoughtful communication, fostering open collaboration across diverse perspectives to achieve shared goals. We approach challenges with curiosity and critical thinking, seeking creative solutions while remaining adaptable in a fast-changing environment. We take accountability for our work and outcomes, holding ourselves to high standards of integrity and professionalism. Above all, we are committed to doing the right thing - treating others with respect, embracing continuous learning, and engaging inclusively across cultures and backgrounds.

LEARN MORE

  • Company Website: Transforming Insurance with Duck Creek's SaaS Solutions
  • Life at Duck Creek: Life at Duck Creek - Duck Creek
  • Benefits & Rewards: Wellbeing & Rewards - Duck Creek

What We Stand For
Our global team values the unique perspectives each employee brings. Our success is driven by an inclusive culture where everyone can learn from one another, regardless of role or background. This collaborative approach helps us continuously improve our products, services, and systems.
Duck Creek is committed to equal opportunity for all employees and applicants, with decisions based on skills, experience, and achievements—without regard to any protected status.
We strive to lead by example in inclusion, diversity, and equity, creating an environment where employees can be their authentic selves. Our values guide us: We Prioritize Respect, We Listen, We Care, We Add Value, and We Lead.
To learn more: Life at Duck Creek - Duck Creek

AI STATEMENT
To ensure an equitable and consistent process, candidates are expected to complete all interviews based on their own knowledge and experience. The use of AI tools during interviews is not permitted.

PRIVACY NOTICE
By submitting your application, you acknowledge that Duck Creek Technologies may collect and process your personal data – Refer Privacy Notice.

NOTICE
Duck Creek Technologies does not accept agency resumes.

Skills Required

  • Approximately 2–3 years of full-time experience in FP&A, investment banking, transaction advisory, consulting, corporate finance, or another highly analytical role
  • Strong financial modeling, forecasting, and analytical skills
  • Advanced Microsoft Excel skills
  • Experience automating finance work and developing documented process solutions
  • Comfort using AI tools and learning new technology, with sound judgment regarding data handling, validation, and human review
  • Ability to balance recurring deadlines, analysis, and improvement projects
  • Exposure to Workday Adaptive Planning or a comparable planning platform
  • Legal authorization to work in the country of the job location

Duck Creek Technologies Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Duck Creek Technologies and has not been reviewed or approved by Duck Creek Technologies.

  • Fair & Transparent Compensation — Pay is generally characterized as fair and competitive, with multiple statements describing overall satisfaction with total compensation. Pay is also linked to a positive work-life balance in at least one account.
  • Healthcare Strength — Health coverage is described as comprehensive, spanning medical, dental, and vision along with disability and life protections. Supplemental options like accident and critical illness coverage, plus HSA/FSA access, reinforce breadth of coverage.
  • Retirement Support — Retirement benefits appear notably strong, highlighted by a 401(k) plan with an employer match that is positioned as above average. Vesting terms are explicitly noted, signaling a structured and meaningful retirement offering.

Duck Creek Technologies Insights

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The Company
HQ: Boston, MA
1,400 Employees
Year Founded: 2000

What We Do

Duck Creek Technologies is a leading provider of core system solutions and professional services to the P&C and General Insurance industry. All of our functionally rich solutions are available via Duck Creek On Demand, our enterprise SaaS solution.

Why Work With Us

Duck Creek has a highly collaborative work culture, which promotes open exchange of ideas across teams. Leadership is highly receptive of new ideas and help the teams execute it. Duck Creek is highly flexible in terms of work timings which ensures the employees to have a good work life balance.

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