Senior Associate - Transformation

Goosehead InsuranceWestlake, OH

About The Position

This role involves conducting structured problem-solving and analytical work to support strategic initiatives. The Senior Associate will develop clear, insightful slides and Excel models to communicate findings and recommendations. They will actively collaborate and learn from senior team members, supporting their strategic oversight and decision-making. A key aspect of the role is contributing to a fun, collaborative, and productive team environment. The Senior Associate will engage directly with senior stakeholders, presenting insights and recommendations effectively, including direct communication with the CEO/CFO on top priorities for Goosehead. Proactive task management and support for project timelines are essential to ensure timely, impactful results.

Requirements

  • Strong problem-solving and analytical skills.
  • Proficiency in developing presentations (slides) and Excel models.
  • Ability to collaborate effectively with senior team members.
  • Experience in communicating findings and recommendations to stakeholders.
  • Proactive task management and ability to support project timelines.

Nice To Haves

  • Experience presenting directly to C-suite executives (CEO/CFO).
  • Experience working on top strategic priorities for a company.

Responsibilities

  • Conduct structured problem-solving and analytical work to support strategic initiatives.
  • Develop clear, insightful slides and Excel models to communicate findings and recommendations.
  • Actively collaborate and learn from senior team members, supporting their strategic oversight and decision-making.
  • Contribute to fostering a fun, collaborative, and productive team environment.
  • Engage directly with senior stakeholders presenting insights and recommendations effectively.
  • Proactively manage assigned tasks and support project timelines to ensure timely, impactful results.
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