Financial Planning and Analysis Manager

Position Summary

The Manager of Financial Planning and Analysis is a strategic thought-partner and is responsible for building and ensuring critical support to the senior leadership. The Manager will focus on creating/building financials tools, reporting mechanisms, business modeling, and financial planning processes (budgeting and forecasting) that will effectively scale with our growth. 

What will your job entail?

Job Responsibilities

• Responsible for planning, organizing, and managing the annual financial planning process and reforecasting process. This includes the reforecasts of P&Ls, headcount, and strategic initiatives.
• Provides an assessment of the financial health of the company by analyzing historical data, identifying trends, and projecting future financial performance.
• Reviews monthly financial results to identify variances versus budget and partners cross-functionally to ensure timely delivery of accurate results. Ability to identify trends and implement actions to improve future results.
• Driving ongoing process improvements to increase overall quality and efficiency of analysis which includes proactive modeling and analysis tools.
• Provide technical expertise and advice on financial issues to functional or operational areas managers to help them develop revenue and expense budgets, understand financial reports, and manage their financial responsibilities.
• Participate, as needed, in strategic planning sessions and help analyze relevant strategic initiatives. Regularly measure performance against strategic plan goals.
• Coordinates, prioritizes, and reviews program budgets and grant opportunities to ensure profitability of programs/services or business opportunities being considered.
• Lead, coach, and mentor financial analysts

Work Experience And Education

• BA/BS Business Administration, Economics, Finance, and/or other related fields.
• 6+ years' experience in financial analysis and business planning.
• Experience leading or supervising a team.
• Experience with financial statement analysis, a strong understanding of corporate finance concepts and a solid understanding of U.S. GAAP

Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.

How We Support Our Teammates

Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them — and their family members — achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more.

The target salary range for this position is $108,000.00 - $135,000.00 annually.

The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website

We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at [email protected]

The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.