Senior Financial Analyst

About the Company

We Insure Group is a franchise platform and direct insurance provider with over 200 locations across 35 states. The company offers tailored insurance solutions and focuses on data‑driven, people‑led service.

The Senior Financial Analyst will independently own and manage the full cycle of FP&A activities, including budgeting, forecasting, financial reporting, variance analysis, and financial modeling, providing data‑driven insights to support operational and strategic decision‑making.

• Own and manage the full FP&A function, including budgeting, forecasting, financial reporting, variance analysis, and long‑range planning.
• Lead monthly, quarterly, and annual financial reporting processes, delivering actionable insights on business performance, trends, and operational drivers.
• Develop and maintain financial models, dashboards, and forecasting tools that connect operational performance to financial outcomes.
• Partner with leadership to support strategic planning, capital allocation, profitability improvement, and business decision‑making.
• Build ROI analyses and evaluate the financial impact of new initiatives, investments, and growth opportunities.
• Analyze revenue, expense, and operational performance data to identify risks, trends, and opportunities for improvement.
• Develop scenario, sensitivity, and what‑if models to evaluate assumptions, forecast outcomes, and assess business risk.
• Quantify the financial impact of sales performance, market conditions, operating costs, and strategic initiatives.
• Deliver concise reporting packages, dashboards, and executive‑level presentations to support informed decision‑making.
• Proactively identify financial gaps, performance issues, and operational inefficiencies, recommending data‑driven solutions.
• Drive continuous improvement initiatives across FP&A processes, including automation, reporting efficiency, and scalability.
• Own optimization and ongoing enhancement of financial systems and planning tools, including Net Suite and Adaptive Insights.
• Serve as a strategic business partner to Sales, Marketing, Operations, and Technology teams by providing financial guidance, ad hoc analysis, and performance insights.
• Independently manage priorities, reporting deliverables, and cross‑functional initiatives with minimal oversight.

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 5–8 years of experience in FP&A, corporate finance, or a similar analytical role.
• Advanced Excel and strong financial modeling skills.
• Excellent communication and presentation abilities.

• Experience with ERP or planning tools such as Net Suite and Adaptive Insights.
• Familiarity with SQL, Python, Tableau, or Power BI.
• Background in insurance or financial services.

• Base salary range: $88,000 – $110,000.
• Medical, Dental, Vision, Life, Pet insurance.
• Flexible Spending Account.
• Competitive salaries.
• 401(k) match.
• Work‑life balance:
  Personal days, PTO, 12 paid holidays, two paid volunteer days, paid parental leave.
• Short‑ and long‑term disability coverage.
• Employee support programs, including mental health.
• Tuition reimbursement.
• Matching charitable gift program.
• Lucrative referral program.

This position is not able to be performed in California, Colorado, New York or Washington.

We Insure Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

We are committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at  We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.