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Senior Analyst FP&A

Duck Creek

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Salary
$120k – $140k
Location
Bay Area, CA, United States of America · 100 Summer St. Boston, MA
Workplace
Hybrid
Type
Full-time
Seniority
Senior
Source
Workday

Description

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

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

ExcelWorkdayFinancial Modeling

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