This is an opportunity to influence business decisions, partner with leadership, and help shape the financial future of a company that has tripled revenue in recent years. Ready to step into a high-impact Senior Financial Analyst role with a rapidly growing, private equity-backed insurance brokerage?

Ready to step into a high-impact Senior Financial Analyst role with a rapidly growing, private equity-backed insurance brokerage? This is an opportunity to influence business decisions, partner with leadership, and help shape the financial future of a company that has tripled revenue in recent years.

Senior Financial Analyst

Salary: $100,000 - $125,000 + Bonus
Location: Remote

Why This Opportunity Stands Out:

• Join a PE-backed organization experiencing significant growth and transformation
• Work remotely while gaining visibility with executive and business-unit leadership
• Influence strategic decisions through financial modeling, forecasting, and performance analysis
• Partner directly with operations, finance, accounting, and compensation leaders across the organization
• Gain exposure to a large national platform with 1,500 employees and 90+ locations
• Play a key role in budgeting, forecasting, and business planning initiatives that drive company performance
• Leverage advanced financial systems, automation tools, and AI-driven resources to improve analysis and reporting
• Contribute to process improvement initiatives that enhance forecasting accuracy and operational efficiency
• Enjoy a stable, growth-oriented environment with strong opportunities for career advancement
• Make a measurable impact as a trusted business partner in a fast-growing insurance brokerage environment

Key Responsibilities for the Senior Financial Analyst:

• Develop and maintain financial models, forecasts, and business performance analyses
• Prepare budgeting, forecasting, variance analysis, and financial reporting for assigned business units
• Analyze revenue trends, compensation incentives, and key business drivers impacting results
• Partner with business leaders to provide financial insights, recommendations, and decision support
• Support month-end close processes, ad hoc financial analyses, and strategic initiatives
• Identify opportunities to improve reporting, forecasting, and financial planning processes

Qualifications for the Senior Financial Analyst:

• 5+ years of FP&A, financial analysis, accounting, or related finance experience
• Insurance brokerage industry experience required
• Strong financial modeling, budgeting, forecasting, and variance analysis expertise
• Advanced Excel skills and experience with financial systems; Workday Adaptive experience preferred
• Accounting foundation with progression into finance/FP&A strongly preferred
• Private equity-backed company experience highly desired

#SeniorFinancialAnalyst #AccountingJobs #FinanceJobs

#INOCT2026


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