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Finance Consultant, Financial Consultant

Job in Bradenton, Manatee County, Florida, 34205, USA
Listing for: CFS
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Manager
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below

4 days ago Be among the first 25 applicants

This range is provided by CFS. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$/yr - $/yr

Finance Consultant — Insurance Industry

Compensation: Competitive hourly/contract rate depending on experience

Location: Bradenton, FL — Hybrid (4 days onsite, 1 remote)

Employment Type: Consulting Engagement (Full-Time Hours)

Why This Finance Consultant Role Is a Great Opportunity
  • High executive visibility with direct interaction and partnership with senior leadership.
  • Immediate impact supporting financial strategy following recent organizational changes.
  • Consultant will own key financial modeling and forecasting work touching multiple business units.
  • Exposure to board-level reporting and strategic presentations.
  • Collaborative, approachable team where your expertise will be valued and utilized quickly.
What’s In It for You
  • Hybrid schedule with flexibility
  • A chance to lead major FP&A initiatives without long-term corporate commitment
  • Opportunity to work within a rapidly growing insurance organization
  • Ability to shape processes and elevate the finance function during a pivotal growth phase
Key Responsibilities of the Finance Consultant
  • Lead financial forecasting, budgeting, and monthly variance analysis to support decision-making.
  • Build and enhance financial models, including models supporting recent acquisitions.
  • Prepare presentations and analytical packages used for senior leadership and board discussions.
  • Deliver customer profitability analysis aligned with emerging product or segment trends.
  • Identify opportunities for process improvement across finance and operations.
  • Support transition activities tied to system and reporting enhancements.
Must-Have Qualifications
  • Strong financial modeling skills and advanced Excel competency.
  • Prior experience in FP&A, financial analysis, or similar strategic finance roles.
  • Insurance industry experience required (carrier, brokerage, MGA, TPA, reinsurance, or similar).
  • Proven ability to work cross-functionally and communicate clearly with leadership.
Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Finance and Sales
Industries
  • Accounting

Referrals increase your chances of interviewing at CFS by 2x

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