Financial Planning & Analysis Analyst

Work arrangement | Fully remote
Industry | Insurance brokerage

Oliver James is partnering with a growing, private equity-backed insurance brokerage to hire a Financial Planning & Analysis Analyst. The business is expanding through acquisitions and organic growth, and this hire will help bring financial data from different operations into a consistent view of performance.

You’ll work closely with the Director of FP&A, accounting, and business leaders. The role combines hands-on budgeting, forecasting, and financial modeling with exposure to acquisition analysis and executive reporting. It’s a good fit for someone who enjoys working through raw data, understanding what drives the numbers, and building processes as the business grows.

What You’ll Do

• Build and maintain financial models for annual budgets, rolling forecasts, and long-range planning.

• Reconcile and validate financial data from multiple business units and systems, investigating discrepancies before results are reported.

• Analyze actual performance against budget and forecast, and explain the drivers behind key variances.

• Develop dashboards, KPIs, and reporting for executives, business leaders, and investors.

• Support acquisition reviews by analyzing historical financials and tracking earnings and pro forma adjustments.

• Partner with accounting to improve data quality, streamline manual workflows, and strengthen planning and reporting tools.

What You’ll Bring

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.

• At least five years of progressive experience in FP&A, corporate finance, or financial analysis.

• Hands-on experience with budgeting, forecasting, financial modeling, and variance analysis.

• Advanced Excel skills and the ability to work independently with large, complex datasets.

• A solid understanding of accounting principles and how the financial statements connect.

• The ability to explain financial results clearly to stakeholders outside finance.

• Insurance background is a must.

Preferred Experience

• Experience in a private equity-backed, acquisitive, or fast-growing business.

• Exposure to acquisition integration, EBITDA adjustments, or quality of earnings analysis.

• Experience with financial planning platforms or visualization tools such as Power BI or Tableau.

• Insurance brokerage or recurring-revenue experience is a plus. Candidates from other industries are welcome.

Interested? Apply through LinkedIn or reach out to Matt Labriola at Oliver James for a confidential conversation.