Senior Financial Analyst - Westwood Insurance

Overview

A well-established personal lines insurance agency licensed in all 50 states is seeking a highly analytical and proactive Financial Planning & Analysis (FP&A) professional. The organization represents hundreds of insurance products from top insurance companies, offering a wide selection of coverage options including homeowners, renters, auto, specialty items, small business insurance, and umbrella policies. The agency works closely with home builders and mortgage companies to provide streamlined homeowners insurance integrated into the closing process.

Responsibilities

• Analyze monthly financial results and key performance indicators (KPIs), identifying and explaining trends and variances from plan and prior year.
• Prepare summaries and management reports for business leaders and key stakeholders.
• Provide monthly reporting packages and communicate results to support group deliverables.
• Develop and automate financial models to transform data into clear, concise management reporting.
• Collaborate with Technology and Data & Analytics teams to build and implement AI-centric reporting, modeling, and business insight solutions.
• Assist in developing plans and forecasts using various models, industry data, and insights from business leaders.
• Develop a strong understanding of expense and revenue drivers to support modeling efforts.
• Support business opportunities by collaborating with leaders and teams to create proformas and ad hoc analyses.
• Work primarily independently with minimal supervision.
• Contribute to a positive work environment by demonstrating cultural expectations and encouraging a performance-driven, proactive attitude.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, or related field.
• 3-4 years of relevant FP&A, Corporate Development, or related experience; preference for candidates with insurance industry experience.
• Relevant insurance licenses such as CPCU, P&C licensing, or affiliated certifications preferred.
• Experience with process automation and use of AI tools (e.g., Anthropic AI) is a plus.
• Strong analytical skills with the ability to connect concepts logically.
• Effective research and investigative skills.
• Quick learner with the ability to understand and apply insurance concepts in analysis.
• Understanding of general accounting principles preferred.
• Proficient in Microsoft Office, especially Excel.

Work Environment

• Travel frequency approximately 10% for conferences and client meetings.
• For candidates located outside the Tampa area, travel may increase to 20-25%.

Additional Information

This job description outlines the primary responsibilities and requirements for the role but is not a contract. Duties may be adjusted as needed to support organizational goals. Reasonable accommodations will be provided to applicants and employees for medical or religious reasons as required.