Compliance & Financial Planning Analyst, Property & Casualty Insurance
Insurance Recruiting Solutions, Tampa
Compliance & Financial Planning Analyst – Property & Casualty Insurance
Location: Tampa, FL 33609
Compensation: $85,000 – $125,000 + 100% Employer-Paid Benefits
About the Role
Join a trailblazing Property & Casualty (P&C) insurance company that's redefining risk with cutting-edge innovation, financial integrity, and strategic impact. As a Compliance & Financial Planning Analyst , you’ll play a dual-role in ensuring regulatory compliance and driving financial insights. This is a rare opportunity to partner closely with leadership in a high-growth environment where your contributions directly influence the company’s strategic direction. If you’re energized by modernizing insurance from the inside out, this role is for you.
Key Responsibilities
Manage the preparation and submission of statutory filings (Form B/C, CGAD, licensing, etc.).
Monitor and interpret NAIC and state regulatory developments and advise business leaders.
Enhance and implement compliance processes across departments.
Support regulatory audits, exams, and inquiries from insurance departments.
Drive annual budgeting, forecasting, and long-term financial planning.
Analyze performance drivers including underwriting trends, loss ratios, and capital deployment.
Build financial models and executive dashboards to support strategic decisions.
Collaborate across actuarial, underwriting, and finance to align forecasts with operational realities.
What Makes You a Great Fit
4–6+ years of experience in property & casualty insurance, with a focus on compliance and FP&A.
In-depth knowledge of NAIC regulatory standards and statutory financial reporting.
Expert in Excel and financial modeling; FP&A software experience is a plus.
Strong analytical and communication skills; proactive and intellectually curious.
Comfortable working cross-functionally in a fast-paced, entrepreneurial environment.
Why Join Us?
Help shape the future of re/insurance with a company at the intersection of finance and innovation.
Work alongside talented professionals who value transparency, collaboration, and bold thinking.
Competitive salary + fully paid benefits including medical, dental, vision, life, STD, and LTD.
Salary/Compensation: $85,000 - $125,000 per year
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