Highlights
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. This is an exciting opportunity for a finance professional to contribute to organizational growth, partner with business leadership, and help drive strategic financial decisions.
Numbers & Facts
| Location | Grand Rapids, MI (Remote) |
| Industry | Financial Services |
| Salary | $100,000–$125,000 Per Year |
| Company Size | 500 to 999 employees |
| Year Founded | 1994 |
| Website | http://www.cfstaffing.com/ |
Description
About the Opportunity
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.
Responsibilities
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.
Qualifications
5+ years of relevant experience in financial planning and analysis, corporate finance, or a related accounting and finance function.
Required: Experience within 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.
Ideal Candidate
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.
Compensation & Opportunity
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.
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About Company
Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed. In fall 2025, we rebranded as CFS—a name that reflects our full range of expertise while staying true to the trusted company you know.
CFS is the industry’s leading employee-owned staffing firm, connecting top talent in accounting, finance, technology, and human resources. We provide skilled professionals on both a temporary and permanent basis across diverse industries, leveraging our extensive network to match the right people with the right opportunities.
Our dedication to excellence extends to our award-winning culture, recognized repeatedly for growth, recruiting, workplace environment, and employee support. Honors include Forbes’ “America’s Best Recruiting and Temporary Staffing Firms,” Staffing Industry Analysts’ top U.S. staffing rankings, FlexJobs’ Top 100 Companies for Remote and Hybrid Work, Top Workplaces USA, Newsweek’s Best Practices awards, and more.
