Manager Financial Planning and Analysis (FP&A)

Location:

2721 North Central Ave, Phoenix, Arizona 85004 United States of America

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: Ala