Senior Analyst, FP&A

Goosehead Insurance • Westlake, OH

5d

About The Position

Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions so, we’re more than just a bit selective when it comes to hiring new team members. The Senior Analyst, Financial Planning & Analysis (FP&A) plays a key role in supporting strategic decision-making by delivering accurate, timely, and insightful financial analyses. Reporting to the Director, 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 Senior 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
• 4–6+ years of experience in financial planning and analysis, corporate finance, or related roles
• Strong financial modeling and Excel skills required
• 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