Senior Financial Analyst​/FP&A Manage

We are seeking a talented Senior Financial Analyst and FP&A Manager to join a growing finance team. This is an exciting opportunity for a finance professional to contribute to organizational growth, partner with business leadership, and help drive strategic financial decisions.

This is a hands-on, individual-contributor opportunity for a finance professional who combines strong analytical capabilities with an understanding of accounting fundamentals and business performance.

Please note:
Prior insurance brokerage industry experience is required for remote consideration.

• Lead and support financial planning and analysis activities, including budgeting, forecasting, and long-range financial planning.

• Develop and maintain financial models to evaluate business performance, revenue trends, and key financial drivers.

• Prepare and analyze financial reports, management reporting packages, and variance analyses.

• Identify trends, risks, and opportunities to improve financial performance and profitability.

• Partner with operational leaders and business-unit stakeholders to provide actionable financial insights and recommendations.

• Analyze revenue performance, business-unit results, and compensation incentive structures.

• Support leadership with financial modeling, scenario planning, and data-driven decision-making.

• Improve reporting processes, financial tools, and analytical capabilities to support continued organizational growth.

• Leverage financial systems and advanced Excel capabilities to streamline reporting and improve forecasting accuracy.

• Collaborate with leadership in a dynamic, private equity-backed environment.

• 5+ years of relevant experience in financial planning and analysis, corporate finance, or a related accounting and finance function.

• Required:
  Experience with in the insurance brokerage industry.

• Strong understanding of budgeting, forecasting, financial modeling, and financial reporting.

• Experience with revenue analysis, variance analysis, and identifying key business drivers.

• Advanced Microsoft Excel skills and proficiency with financial systems.

• Experience with Workday Adaptive Planning is highly desirable.

• Ability to translate complex financial data into meaningful business insights.

• Strong communication and relationship-building skills, with the ability to partner effectively with operational and executive leadership.

• Ability to work independently, manage competing priorities, and deliver accurate results in a remote environment.

• Bachelor's degree in Accounting, Finance, or a related field preferred.

The ideal candidate is an accountant who has transitioned into FP&A and enjoys combining accounting knowledge with financial analysis and strategic business partnership. Experience in a private equity-backed organization is a plus.

Candidates should be comfortable operating as a hands-on individual contributor, building financial models, analyzing business performance, and presenting insights that help leadership make informed decisions.

• Senior Financial Analyst: $100,000–$125,000 base salary plus 10% bonus.

• FP&A Manager: Up to $150,000 base salary plus 15% bonus.

• Fully remote opportunity for qualified candidates with insurance brokerage experience.

• Opportunity to contribute to a growing organization.

• Direct partnership with business leadership and exposure to strategic financial decision-making.

If you have a strong FP&A background and experience in insurance brokerage, this is an excellent opportunity to make an impact within a growing organization.

#INOCT
2026

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