Senior Financial Analyst

Senior Financial Analyst

At We Insure Group, we are passionate, driven, and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each client's unique needs, ensuring they feel confident and supported in every decision.

As both a franchise platform and direct insurance provider, We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results.

What sets us apart? We're data-driven for better value and people led for better service. Our purpose is rooted in clarity, guidance, and long-term trust helping individuals and business owners make informed choices about their insurance coverage. We're building something meaningful and looking for purpose-driven individuals to help lead the way.

We Insure is building a lean, high leverage finance organization to power both organic growth and mergers and acquisitions.

As Senior Financial Analyst, you will become the analytical engine behind the numbers, linking operational drivers to enterprise value and equipping leaders with clear, data-backed insights. You will own core FP&A deliverables, build ROI models for new initiatives, and partner directly with senior executives on high-impact projects, from launching in new markets to screening acquisition targets.

Cross-functional collaboration is central to the mandate. You will work closely with stakeholders in Sales, Marketing, Customer Experience, and Technology, translating raw data and financial results into actionable strategies that move the business forward.

The role sits at the intersection of finance and data. You will help shape performance dashboards, and automate recurring analyses, so decision makers always have the right information at the right time. Success requires intellectual curiosity, precision, and the confidence to explain complex financial concepts to non-finance audiences. In return, you will receive hands-on mentorship and a clear path to accelerated responsibility.

Key Responsibilities

Financial Planning and Analysis :

• Produce monthly, quarterly, and ad hoc reporting packages with variance analysis, commentary, and KPI dashboards.
• Maintain budgets, rolling forecasts, and long-range plans that connect operational metrics to EBITDA and free cash flow.
• Support annual budgeting, reforecasting processes, and periodic business reviews with actionable insights and recommendations.

ROI and Decision Support :

M&A and Integration Support :

Data Analysis :

Risk and Scenario Modeling :

Process Improvement and Systems :

Business Partnership and Cross Functional Collaboration :

Qualifications

Required :

Preferred :

Our Values. The We Way.

At We Insure Group our values shape how we work, how we lead, and how we growtogether. They're more than just wordsthey guide every interaction, every decision, and every customer experience.

Our Total Rewards :

This position is not able to be performed in California, Colorado, New York, or Washington.

EEO : We Insure Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability : We Insure Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.

Note to applicant : It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.

Base Salary Range : $88,000-$110,000