Senior Financial Analyst

We Insure, LLC.•Chicago, IL

12d•$88,000 - $110,000•Remote

About The Position

We Insure is building a lean, high‑leverage finance organization to power both organic growth and mergers and acquisitions. As a Senior Financial Analyst, you will independently own and manage the full cycle of FP&A activities from start to finish, including budgeting, forecasting, financial reporting, variance analysis, and financial modeling. This role is responsible for connecting business performance to financial outcomes by providing data-driven analysis and insights that support operational and strategic decision-making. You will partner with cross-functional teams to evaluate initiatives, monitor financial performance, and identify opportunities to improve reporting, efficiency, and profitability.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field.
5-8 years of experience in FP&A, corporate finance, or a similar analytical role.
Advanced Excel and strong financial modeling skills.
Excellent communication and presentation abilities.

Nice To Haves

Experience with ERP or planning tools (NetSuite, Adaptive Insights).
Familiarity with SQL, Python, Tableau, or Power BI.
Background in insurance or financial services.

Responsibilities

Independently own and manage the full FP&A function from start to finish, including budgeting, forecasting, financial reporting, variance analysis, and long-range planning.
Lead monthly, quarterly, and annual financial reporting processes, delivering actionable insights on business performance, trends, and operational drivers.
Develop and maintain financial models, dashboards, and forecasting tools that connect operational performance to financial outcomes.
Partner with leadership to support strategic planning, capital allocation, profitability improvement, and business decision-making.
Build ROI analyses and evaluate the financial impact of new initiatives, investments, and growth opportunities.
Analyze revenue, expense, and operational performance data to identify risks, trends, and opportunities for improvement.
Develop scenario, sensitivity, and “what-if” models to evaluate assumptions, forecast outcomes, and assess business risk.
Quantify the financial impact of sales performance, market conditions, operating costs, and strategic initiatives.
Deliver concise reporting packages, dashboards, and executive-level presentations to support informed decision-making.
Proactively identify financial gaps, performance issues, and operational inefficiencies, while recommending data-driven solutions.
Drive continuous improvement initiatives across FP&A processes, including automation, reporting efficiency, and scalability.
Own optimization and ongoing enhancement of financial systems and planning tools, including NetSuite and Adaptive Insights.
Identify process gaps and implement improvements that strengthen reporting accuracy, workflow efficiency, and financial visibility.
Serve as a strategic business partner to Sales, Marketing, Operations, and Technology teams by providing financial guidance, ad hoc analysis, and performance insights.
Independently manage priorities, reporting deliverables, and cross-functional initiatives with minimal oversight.