Financial Analyst

About Us

DOXA is an award-winning specialty insurance platform that acquires and develops niche-market insurance program administrators, underwriting companies, and distribution partners including MGAs, MGUs, brokers, and direct-to-consumer operators. We provide centralized sales, marketing, underwriting, and operational support that helps our companies unlock their full growth potential.

With hundreds of specialty insurance programs and partnerships and more than 20,000 agent and broker relationships nationwide, DOXA continues to experience significant growth. We are looking for motivated professionals who want to develop their careers while contributing to a fast-paced, entrepreneurial environment.

Position Summary

The Financial Planning & Analysis (FP&A) Analyst will support the Finance team in delivering financial reporting, forecasting, budgeting, and business analysis across multiple business units. This role is an excellent opportunity for an early-career finance professional to gain exposure to executive reporting, business performance analysis, and strategic decision-making within a rapidly growing organization.

The FP&A Analyst will work closely with finance leadership and business partners to help maintain financial models, prepare reporting packages, analyze business performance, and identify trends that support operational and financial decisions. The ideal candidate is analytical, detail-oriented, intellectually curious, and eager to learn.

Key Responsibilities

• Assist with monthly financial reporting, including P&L reporting, operational metrics, and performance dashboards
• Prepare and analyze variance reports comparing actual results to budget, forecast, and prior-period performance
• Support quarterly forecasting and annual budgeting processes
• Maintain and update financial models used for forecasting and business planning
• Assist in the preparation of executive reporting packages and management presentations
• Analyze financial and operational data to identify trends, opportunities, and areas of concern
• Support KPI reporting and help ensure consistency and accuracy across reporting processes
• Partner with accounting and business teams to gather information and validate financial results
• Assist with sales incentive reporting and compensation analysis
• Support ad hoc reporting requests and special projects for finance leadership
• Participate in process improvement and reporting automation initiatives
• Contribute to data validation and reporting enhancement efforts as the organization continues to scale