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Job ID#: 34953
Senior Financial Analyst
Spring, TX – Onsite
About the Company
We are a rapidly growing independent insurance organization with 80+ locations across multiple states. With a strong focus on mergers and acquisitions, the company offers a fast-paced, entrepreneurial environment where finance plays a critical role in driving growth and scalability.
Position Summary
We are seeking a Senior Financial Analyst to join the corporate finance team. This role is ideal for a proactive, analytical professional who thrives in a dynamic environment and enjoys partnering closely with the business. The Senior Financial Analyst will support financial planning, forecasting, analysis, and reporting to help drive informed decision-making and long-term profitability.
Key Responsibilities
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Analyze financial performance, identify key drivers, and quantify business impacts
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Build forecasts and models integrating cross-functional data and assumptions
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Perform root-cause analysis and develop actionable insights and recommendations
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Manage moderate to complex analytical projects involving ambiguous business issues
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Prepare and deliver timely financial reports, including monthly results, forecasts, quarterly bank reporting, and annual planning
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Partner with cross-functional teams to align financial plans with strategic objectives
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Maintain a professional presence with internal and external stakeholders
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Perform additional duties as assigned
Qualifications
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Bachelor’s degree in Finance or a related field
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3–5+ years of experience in financial analysis or a similar role
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Advanced Excel skills and experience with financial modeling
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Strong analytical and problem-solving abilities
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Excellent written and verbal communication skills
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High attention to detail with strong organizational skills
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Ability to work independently and manage multiple priorities in a fast-paced environment
Benefits
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Competitive salary
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Medical, dental, and vision insurance
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401(k) with company match
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Paid holidays and paid time off
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Supplemental insurance options
