FP&A Analyst

About the Role

We’re looking for an FP&A Analyst to support our financial planning, forecasting, and strategic decision-making by our finance and operational leadership at the Company. You’ll work closely with our Senior Business Analyst in delivering timely, accurate, and actionable financial insights.

This role partners closely with accounting, operations, and business leaders to analyze performance, build forecasts, and drive data-informed decisions. As a member of our finance team, you will play a supporting role in shaping our financial strategy, supporting business operations, and driving sustainable growth.

• Assist in the annual budget and long-range planning process
• Develop and maintain monthly and quarterly forecasts and pro formas
• Analyze variances between actuals, budget, and prior periods
• Support scenario modeling and sensitivity analysis

• Prepare monthly financial reporting packages for leadership
• Build and maintain dashboards and KPI tracking (revenue, EBITDA, margins, etc.)
• Analyze trends in revenue, expenses, and profitability
• Prepare and evaluate insights into production reporting and key components of organic growth including new business, retention, rate/exposure, and timing
• Deliver insights on drivers of business performance

• Partner with department leaders to understand financial results and forecasts
• Support operational decision-making with data-driven analysis
• Translate financial data into clear, actionable recommendations

• Maintain financial models and planning tools (Excel, Net Suite, Vena)
• Improve reporting automation and data integrity
• Support integration of data across systems (Net Suite, Expensify, Salesforce, Applied EPIC/EZLynx, Bamboo HR)

• Assist with M&A analysis, due diligence, and integration modeling
• Support ad hoc analysis for executive leadership and board reporting

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 2–4 years of progressive experience in FP&A, corporate finance, or accounting
• Strong financial modeling and Excel skills
• Experience with ERP systems (Net Suite preferred) and BI tools
• Understanding of GAAP and financial statements (P&L, balance sheet, cash flow)
• Strong analytical and problem-solving skills
• Growth mindset and eagerness to learn within a complex, customized environment

• Financial modeling & data analysis
• Business acumen
• Communication & storytelling with data
• Attention to detail with big-picture thinking
• Ability to manage multiple priorities in a fast-paced environment

• Experience in insurance brokerage or financial services
• Exposure to KPI-driven environments (organic growth, retention, commission revenue)
• Familiarity with tools like Power BI, Vena, or similar data tools

• Competitive base salary
• Equity opportunity in a high-growth, PE-backed company
• Full health, dental, and vision coverage
• Generous PTO and flexible remote work culture