FP&A Analyst

Goosehead Insurance • Westlake, OH

1d

About The Position

The Financial Planning & Analysis (FP&A) Analyst plays a key role in supporting strategic decision-making by delivering accurate, timely, and insightful financial analyses. Reporting to the Manager, FP&A, this position will support company-wide budgeting, forecasting, and reporting processes while providing analysis and recommendations to drive business performance. This role is designed for an experienced, hands-on financial professional who can quickly become a subject matter expert. The FP&A Analyst will partner cross-functionally to deliver high-quality analysis, maintain financial models, and enhance planning tools and processes. The ideal candidate will have strong modeling skills, exceptional attention to detail, and a proactive approach to problem-solving.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 3 - 5 years of experience in financial planning and analysis, corporate finance, or related roles
• Strong financial modeling and Excel skills
• Proficiency in SQL and experience navigating data warehouses to extract, manipulate, and analyze large datasets
• Strong analytical, quantitative, and problem-solving skills
• Excellent attention to detail with the ability to produce accurate, high-quality work under tight deadlines
• Effective communication and presentation skills; able to convey complex financial concepts clearly
• Proactive and curious mindset with a drive to understand underlying business dynamics
• Ability to work independently and collaboratively across teams and functions
• Commitment to continuous improvement of tools, processes, and analysis quality

Nice To Haves

• Experience with financial planning tools preferred
• Familiarity with BI/reporting tools (e.g., Power BI, Tableau)
• Experience in a high-growth, multi-location, or operationally complex environment preferred

Responsibilities

• Support the development, maintenance, and enhancement of financial forecasts, budgets, and long-term plans
• Perform financial modeling and scenario analysis to evaluate business performance, trends, and risks
• Conduct variance analysis against budgets, forecasts, and prior periods; clearly explain key drivers and insights
• Prepare recurring and ad-hoc financial reports and dashboards for management review
• Partner with business leaders and finance colleagues to provide analytical support and ensure financial alignment
• Assist in improving forecasting models, planning tools, and processes to enhance accuracy and efficiency
• Support the annual planning cycle and monthly forecast updates across departments
• Collaborate with accounting and operations teams to ensure accurate financial reporting and data integrity
• Provide financial support for strategic initiatives, special projects, and investment analyses
• Develop subject matter expertise in key financial drivers, systems, and business processes

Benefits

• High quality voluntary health, vision, disability, life, and dental insurance programs
• 401K Matching Plan
• Employee Stock Purchase Plan
• Paid holidays, vacation, and sick leave
• Corporate sponsored programs to enhance employee physical, financial, mental and emotional wellness
• Financial Solution Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level