Financial Analyst; Consultant Track

We’re looking for a
Financial Analyst
with consultant aspirations to join our growing financial advisory practice serving independent insurance agencies. This role is designed for someone who has already spent meaningful time inside a
mid‑to‑large insurance agency financial or strategy team
and now wants to transition from internal analysis to external, client-facing consulting.

This role will start in a
supporting analyst role
, working closely with senior consultants, M&A advisors, and agency owners, but with a clearly defined pathway to grow into a
lead consultant managing a portfolio of agency clients and consulting projects
. We have established foundational service offerings and scope of service, but continually improving our tools, frameworks, and service delivery as the practice scales.

• Opportunity to transition from internal agency roles to external consulting
• Direct exposure to a wide range of independent insurance agencies
• Ability to help shape and grow a financial consulting practice from the ground up
• Meaningful, strategic work with business owners, not just spreadsheets

• 5+ years of experience in finance, FP&A, or analytics
• Prior experience within a medium to large insurance agency or agency group strongly preferred
• Direct experience supporting owners, principals, or senior leadership teams
• Understanding of Agency Management System accounting and reporting functions
• Financial management designations such as CPA, CMA, NcIA, ACCA, strongly preferred, industry designations such as CIC, CPCU, ARM, AAI, or others are considered for domain knowledge.

• Strong financial analysis, forecasting, and planning skills
• Experience building and interpreting multi-year financial models
• Comfort discussing financial performance and strategy with non-financial stakeholders
• Ability to synthesize data into clear insights and recommendations
• Ability to fully prepare and facilitate a strategic planning meeting with stakeholders
• Proficiency in visualizing financial and business concepts (Excel, Google Sheets, PowerPoint, BI tools, or similar)
• Strong written and verbal communication skills
• Confidence designing, presenting, and explaining concepts to senior stakeholders
• Consultant mindset: curious, strategic, and client-focused
• Comfortable with ambiguity and building new things
• Coachable and eager to grow into a more client-facing role
• High integrity and discretion when working with sensitive financial information
• Strong ownership mentality and follow-through
• Agency Brokerage principles of:
  Integrity, Excellence, Collaboration, Responsibility, Enthusiasm, Entrepreneurial, Inquisitiveness.

The Financial Analyst to Consultant Track position has the opportunity to earn bonuses that will increase over time and are expected to add 50+% to the base salary.