Financial Analyst

As a Financial Analyst, you will connect business performance to financial outcomes, delivering data driven insights that guide strategy and growth. You’ll support FP&A reporting, build ROI models, and partner with leaders to evaluate new initiatives and improve profitability.
** Key Responsibilities
**** Financial Planning & Analysis
*** Prepare monthly and quarterly reports with variance analysis and key insights.
* Maintain budgets, forecasts, and dashboards linking operations to financial metrics.
* Support annual planning and business reviews with recommendations.
** ROI & Decision Support
*** Build financial models for new products, initiatives, and investments.
* Provide analysis that supports capital allocation and business priorities.
** Data Analysis & Reporting
*** Analyze revenue, cost, and performance data to identify trends and opportunities.
* Create visual reports and concise summaries for leadership.
** Scenario Modeling & Risk Analysis
*** Develop what-if models to test assumptions and evaluate risks.
* Quantify impacts of sales performance, costs, and market changes.
** Process Improvement & Systems
*** Streamline reporting and automate recurring analysis.
* Support optimization of tools like Net Suite or Adaptive Insights.
** Cross-Functional Partnership
*** Collaborate with Sales, Marketing, Operations, and Technology teams.
* Provide ad hoc analysis for strategic and operational initiatives.
** Qualifications
* *** Required
* ** Bachelor’s degree in Finance, Accounting, Economics, or related field.
* 2–3 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 (Net Suite, Adaptive Insights).
* Familiarity with SQL, Python, Tableau, or Power BI.
* Background in insurance or financial services.
* We’re a leader in the space. We foster ongoing innovation. You get all the benefits of a growing and fast-paced company, while enjoying a very entrepreneurial culture.
* The team is really motivating. You’ll work with people who are as energetic, smart, and determined as you are. You’ll be managed by the best, too.
* Your work will be immediately impactful. You’ll be able to see your direct impact on our growth. You won’t be just another cog in the wheel.
* We embrace change. This is not where you'll find ‘predictable’. Our team wears many hats and has to go with the flow to deliver on our goals and get the job done.
* We are a team of collaborators. We work together to ensure the best possible solutions for our internal teams. It is common for us to get outside our swim lanes.
* Our environment provides continuous learning. Team members often have to branch out of their comfort zone. Taking ownership is an opportunity and we believe failures might lead to a better solution.### Get In Touch Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.

We Insure, LLC. is an independent insurance franchise that takes immense pride in providing like-minded entrepreneurs with successful agency ownership. With more than 200 agency locations in 35 states, We Insure continues to grow rapidly and supports our agency owners, customers, and carriers by facilitating faster service, greater efficiencies, better choices, and improved bottom lines. What makes We Insure stand out: we are data-driven for better value and people-led for better service.

* And our leadership is seeking more highly motivated, career-driven people to help lead our efforts!
* We Insure has received countless awards including Jacksonville Business Journal’s Best Places to Work and Fastest-Growing Private Companies, and Inc.’s 5000 Fastest Growing Companies. If you are looking for a long-term career in a supportive, goal-driven, growth environment with a company that believes in developing its people, We Insure is the right fit for you and we encourage you to apply today!
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