Senior Financial Analyst - Westwood Insurance

Westwood Insurance Agency is one of the largest personal lines agencies in the US. Since 1952, we’ve helped more than a million customers protect what matters most. Licensed in all 50 states, Westwood represents hundreds of insurance products offered by the country’s top insurance companies. That’s an advantage for our customers, who benefit from a wide selection of products and pricing. Westwood works closely with home builders and mortgage companies to provide homeowners insurance that is fast, easy, and hassle-free. Our technology-based approach simplifies the process by incorporating insurance into the closing process. The result is happier customers and more on-time closing. As a full-service agency, we can help customers find the right coverage for their circumstances from a wide variety of insurance products, including homeowners and renters policies, auto insurance, specialty item and special event endorsements, small business insurance, umbrella policies, and much more.

We are seeking a highly analytical and proactive FP&A professional who thrives in a fast-paced, collaborative environment. The ideal candidate is someone who enjoys turning complex financial and operational data into meaningful business insights, while partnering closely with leadership to support strategic decision-making. This person should be comfortable working independently, building financial models, identifying trends, and communicating findings clearly to both finance and non-finance stakeholders.

Primary Responsibility:

• Analyze monthly financial results, including KPI’s, and identify/explain trends and changes from Plan/Prior Yeaar, preparing related summaries/ management reports for business leaders and other 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 and creating proformas and other adhoc analysis.
• Ability to work primarily independently of Manager.
• Contribute to positive work environment by demonstrating cultural expectations and influencing others to reward performance and “can do” attitude.

Required Qualifications (Preferred):

• Education: Bachelor’s Degree
• Finance, Accounting, and or Business Degree
• Experience 3-4 years of relevant FP&A, Corporate Development or related work experience . Preference for someone in the insurance industry.
• Licenses: insurance licenses including 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
• Utilize effective research and investigative techniques
• Quick Learner in picking up insurance concepts and implementing into analysis
• Understanding of General Accounting (Preference)
• Very good knowledge of Microsoft Office tools especially Excel
• Experience with AI tools and process automation is preferable.

Work Environment

• Travel Frequency - beyond above, be able to attend conferences and client meetings: ~10%.
• If Outside Tampa area, travel could be 20-25%.

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IMPORTANT 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.

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.