Senior Financial Analyst - Westwood Insurance

About the Role We are seeking a highly analytical and proactive FP&A professional who thrives in a fast‑paced, collaborative environment. The ideal candidate enjoys turning complex financial and operational data into meaningful business insights, while partnering closely with leadership to support strategic decision‑making. Comfortable working independently, building financial models, identifying trends, and communicating findings clearly to both finance and non‑finance stakeholders. Primary Responsibilities Analyze monthly financial results, including KPIs, and identify/explain trends and changes from Plan/Prior Year, preparing related summaries and management reports for business leaders and key stakeholders. Provide Monthly Reporting package and communicate results as needed to support group deliverables. Develop and automate models to transform data into meaningful, clear, concise management reporting. Collaborate with Technology and Data & Analytics business partners to build and implement AI‑centric reporting, modeling, and business insight solutions. Assist in developing Plan and Forecast using various models, industry data, and insights from business leaders. Develop key understanding of the expense and revenue drivers of the business to be used in various modeling. Support business opportunities by collaborating with business leaders and their teams, creating proformas and other ad hoc analysis. Ability to work primarily independently of Manager. Contribute to positive work environment by demonstrating cultural expectations and influencing others to reward performance and a "can do" attitude. Required Qualifications (Preferred) Bachelor’s Degree in Finance, Accounting, Business, or related field. 3–4 years of relevant FP&A, Corporate Development, or related experience. Preference for someone in the insurance industry. Insurance licenses such as CPCU or affiliated, P&C licensing, etc. Experience with process automation and utilization of Anthropic AI tools a plus. Skills (Preferred) Analyze information and use logic/rationale that connects various concepts. Ability and utilization of effective research and investigative techniques. Quick learner in picking up insurance concepts and implementing them into analysis. Understanding of general accounting (preferred). Very good knowledge of Microsoft Office tools, especially Excel. Experience with AI tools and process automation is preferable. Work Environment Travel frequency beyond the above, be able to attend conferences and client meetings: ~10%. If outside Tampa area, travel could be 20–25%. Compensation Starting Compensation: $85,000 + annually

NOTICE

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. #J-18808-Ljbffr Baldwin Group Colleague