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. #INOCT2026 #ZRCFS