Senior Financial Analyst
Job Location:
Chicago, IL - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
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.
Your Impact.
As a Senior Financial Analyst you will independently own and manage the full cycle of FP&A activities from start to finish including budgeting forecasting financial reporting variance analysis and financial modeling. This role is responsible for connecting business performance to financial outcomes by providing data-driven analysis and insights that support operational and strategic decision-making. You will partner with cross-functional teams to evaluate initiatives monitor financial performance and identify opportunities to improve reporting efficiency and profitability.
Independently own and manage the full FP&A function from start to finish 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 while 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 NetSuite and Adaptive Insights.
Identify process gaps and implement improvements that strengthen reporting accuracy workflow efficiency and financial visibility.
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.
Qualifications
Required
Bachelors 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.
Preferred
Experience with ERP or planning tools (NetSuite Adaptive Insights).
Familiarity with SQL Python Tableau or Power BI.
Background in insurance or financial services.
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
