Senior Financial Analyst
Senior Financial Analyst
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
$ 88000 - 110000
1 Vacancy
Job Description
Who We Are.
At We Insure Group we are passionate driven and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each clients unique needs ensuring they feel confident and supported in every decision.
As both a franchise platform and direct insurance provider We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states we support our agency owners customers and carrier partners by enabling faster service greater efficiency better choices and improved results.
What sets us apart Were data-driven for better value and people led for better service. Our purpose is rooted in clarity guidance and long-term trust helping individuals and business owners make informed choices about their insurance coverage. Were building something meaningful and looking for purpose-driven individuals to help lead the way.
WeInsure is building a lean highleverage finance organization to power both organic growth and mergers and acquisitions.
As Senior Financial Analyst you will become the analytical engine behind the numbers linking operational drivers to enterprise value and equipping leaders with clear databacked insights. You will own core FP&A deliverables build ROI models for new initiatives and partner directly with senior executives on highimpact projects from launching in new markets to screening acquisition targets.
Crossfunctional collaboration is central to the mandate. You will work closely with stakeholders in Sales Marketing Customer Experience and Technology translating raw data and financial results into actionable strategies that move the business forward.
The role sits at the intersection of finance and data. You will help shape performance dashboards and automate recurring analyses so decisionmakers always have the right information at the right time.
Success requires intellectual curiosity precision and the confidence to explain complex financial concepts to nonfinance audiences. In return you will receive hands on mentorship and a clear path to accelerated responsibility.
Key Responsibilities
Financial Planning and Analysis:
Produce monthly quarterly and adhoc reporting packages with variance analysis commentary and KPI dashboards.
Maintain budgets rolling forecasts and longrange plans that connect operational metrics to EBITDA and free cash flow.
Support annual budgeting reforecasting processes and periodic business reviews with actionable insights and recommendations.
ROI and Decision Support:
Build and refine uniteconomics payback and hurdlerate models for new segments customer acquisition channels and technology investments.
Deliver clear recommendations that help leaders prioritize capital and resources.
M&A and Integration Support:
Support deal screening financial due diligence synergy sizing and postclose integration tracking.
Develop valuation sensitivities and scenario analyses for live and pipeline opportunities.
Data Analysis:
Analyze and interpret large datasets related to premiums sales cost structure profitability and other operational metrics identifying key business trends and improvement opportunities.
Recommend strategies for cost reduction efficiency improvements and revenue opportunities.
Manipulate large data sets to analyze historical performance track industry trends determine results and reveal trends.
Risk and Scenario Modeling:
Quantify sensitivities (loss ratios macro drivers reinsurance costs) and present stress test results to senior stakeholders.
Process Improvement and Systems:
Champion finance best practices; help implement and optimize NetSuite Adaptive Insights and related automation tools.
Ensure all financial analyses and models align with GAAP/IFRS standards and insurance industry best practices.
Business Partnership and Cross Functional Collaboration:
Act as a finance liaison to Sales Marketing Customer Experience and Technology Carrier Relations and Human Resources - translating financial impacts into operational language.
Provide rapid consultative analysis with a handson operator mentality.
Qualifications
Bachelors degree in Finance Accounting Economics Mathematics DataAnalytics or a related field.
3years in FP&A investment banking consulting equity research private equity corporate development or a similar analytical role.
Strong grasp of how business actions flow through to enterprise value. Mastery of financial modeling DCF and valuation techniques.
Advanced proficiency in Excel and financial modeling
Experience with an ERP and/or planning tool (NetSuite Adaptive Insights or similar).
Exceptional written and verbal communication skills; able to turn complex analyses into crisp narratives for all levels of the organization
Preferred
Progress toward or completion of CFA CPA
Handson SQL and/or Python for data analysis and scenario simulation
Familiarity with Tableau PowerBI or Looker; ability to design data models and visualizations
Exposure to insurance brokerage MGA or other financialservices businesses
Prior involvement in transaction diligence or postmerger integration
Our Values. The We Way.
At We Insure Group our values shape how we work how we lead and how we growtogether. Theyre more than just wordsthey guide every interaction every decision and every customer experience.
We Way Reflects Our Commitment to.
We personalize protection at a price you can trust
We hustle to find opportunity
We care authentically
We thrive in ambiguity
We own our results
We have fun along the way
Andwere just getting started
Our Total Rewards.
Medical Dental Vision Life Pet; Flexible Spending Account
Competitive Salaries
401K Match
Work-Life Balance: Personal Days PTO Days 12 Paid Holidays Two Paid Days for Volunteer Service Paid Parental Leave
Short and Long-Term Disability
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.
EEO
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.
Disability
We Insure Group is committed to creating an inclusive and accessible workplace for all candidates including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals 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.
Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.
Base Salary Range:
$88000-$110000Required Experience:
Senior IC
Employment Type
Full-Time
