Financial Analyst

About the job

Who We Are.

At We Insure Group, we are passionate, driven, and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each client’s unique needs, ensuring they feel confident and supported in every decision.

As both a franchise platform and direct insurance provider, We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results.

What sets us apart? We’re data-driven for better value and people led for better service. Our purpose is rooted in clarity, guidance, and long-term trust helping individuals and business owners make informed choices about their insurance coverage. We're building something meaningful and looking for purpose-driven individuals to help lead the way.

We Insure is building a lean, high‑leverage finance organization to power both organic growth and mergers and acquisitions.

As a Financial Analyst, you will connect business performance to financial outcomes, delivering data driven insights that guide strategy and growth. You’ll support FP&A reporting, build ROI models, and partner with leaders to evaluate new initiatives and improve profitability.

Key Responsibilities

Financial Planning & Analysis

• Prepare monthly and quarterly reports with variance analysis and key insights.
• Maintain budgets, forecasts, and dashboards linking operations to financial metrics.
• Support annual planning and business reviews with recommendations.

ROI & Decision Support

• Build financial models for new products, initiatives, and investments.
• Provide analysis that supports capital allocation and business priorities.

Data Analysis & Reporting

• Analyze revenue, cost, and performance data to identify trends and opportunities.
• Create visual reports and concise summaries for leadership.

Scenario Modeling & Risk Analysis

• Develop what-if models to test assumptions and evaluate risks.
• Quantify impacts of sales performance, costs, and market changes.

Process Improvement & Systems

• Streamline reporting and automate recurring analysis.
• Support optimization of tools like NetSuite or Adaptive Insights.

Cross-Functional Partnership

• Collaborate with Sales, Marketing, Operations, and Technology teams.
• Provide ad hoc analysis for strategic and operational initiatives.

Qualifications

Required

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 2–3 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.

Preferred

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

Our Values. The We Way.

At We Insure, Group our values shape how we work, how we lead, and how we grow—together. They’re more than just words—they guide every interaction, every decision, and every customer experience.

We Way Reflects Our Commitment to.

• We personalize protection at a price you can trust
• We hustle to find opportunity
• We care authentically
• We thrive in ambiguity
• We own our results
• We have fun along the way
• And—we’re just getting started

Our Total Rewards.

• Medical, Dental, Vision, Life, Pet; Flexible Spending Account
• Competitive Salaries
• 401K Match
• Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave
• Short and Long-Term Disability
• Employee Support Programs, Including Mental Health
• Tuition Reimbursement
• Matching Charitable Gift Program
• Lucrative Referral Program

This position is not able to be performed in California, Colorado, New York or Washington.