Financial Analyst

Job Overview

Job Description

InsurePlus is a forward-thinking insurance solutions provider dedicated to helping individuals and businesses safeguard their future. We combine innovative risk management strategies with a customer-first approach to deliver reliable, tailored insurance services.

Our mission is to empower clients with peace of mind through comprehensive coverage, proactive support, and long-term partnership. At InsurePlus, we pride ourselves on integrity, responsiveness, and building strong relationships that go beyond policies.

This is an exciting time to join InsurePlus. You’ll be part of a team that values collaboration, ownership, and a commitment to excellence while shaping the future of insurance solutions.

What You Will Be Doing

As a Financial Analyst at InsurePlus, you will play a critical role in providing financial insights that drive decision-making across the organization. You will analyze financial performance, develop forecasts, support budgeting processes, and partner with cross-functional teams to ensure financial goals are achieved.

This role is ideal for someone with strong analytical skills, attention to detail, and the ability to translate data into actionable recommendations.

You Will:

Analyze financial data, trends, and performance to provide actionable insights for management.

Support the budgeting, forecasting, and long-term financial planning processes.

Prepare detailed financial reports, variance analyses, and dashboards for leadership teams.

Collaborate with business units to evaluate financial implications of strategic initiatives.

Develop financial models to support decision-making and scenario planning.

Monitor key performance indicators (KPIs) and provide recommendations for improvement.

Assist with risk assessments, cost optimization initiatives, and investment evaluations.

Ensure compliance with company policies, accounting standards, and regulatory requirements.

Required Skills

Bachelor’s degree in Finance, Accounting, Economics, or a related field (Master’s or CFA/CPA a plus).

2 4+ years of experience in financial analysis, FP&A, or a related role (insurance/financial services experience preferred).

Strong analytical, quantitative, and problem-solving skills.

Proficiency in Microsoft Excel (advanced functions, pivot tables, financial modeling).

Experience with financial systems, ERP, or BI tools (e.g., SAP, Oracle, Power BI, Tableau).

Excellent communication and presentation skills with the ability to simplify complex data.

Strong organizational skills and ability to manage multiple projects simultaneously.

Total Compensation and Benefits

InsurePlus offers a competitive compensation package, performance-based incentives, and comprehensive benefits. Final compensation is based on your experience, qualifications, and our internal equity structure.

Benefits Include:

Medical, Dental, and Vision plans for employees and their families.

Generous Paid Time Off (vacation and sick leave).

Paid holidays, plus company-wide winter break.

Retirement plan with employer contributions (401k or regional equivalent).

Short-term disability, long-term disability, and life insurance.

Paid parental leave (up to 16 weeks).

Professional development and certification support.

Annual wellness and training stipends.

Inclusivity at InsurePlus

We believe in hiring people, not checklists. If this opportunity excites you and you feel you’d be a great fit, we encourage you to apply.

All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. If you require assistance or an accommodation during the hiring process, please let us know.