We Insure · 2 days ago
Financial Analyst
Austin, TX
Full-time
Onsite
Entry, Mid Level
2+ years expWe Insure Group is a passionate and driven company focused on personalizing insurance protection. As a Financial Analyst, you will connect business performance to financial outcomes, delivering data-driven insights that guide strategy and growth while supporting FP&A reporting and building ROI models.
Insurance
Hiring Manager
Tina Trinh
Responsibilities
Prepare monthly and quarterly reports with variance analysis and key insights
Maintain budgets, forecasts, and dashboards linking operations to financial metrics
Support annual planning and business reviews with recommendations
Build financial models for new products, initiatives, and investments
Provide analysis that supports capital allocation and business priorities
Analyze revenue, cost, and performance data to identify trends and opportunities
Create visual reports and concise summaries for leadership
Develop what-if models to test assumptions and evaluate risks
Quantify impacts of sales performance, costs, and market changes
Streamline reporting and automate recurring analysis
Support optimization of tools like NetSuite or Adaptive Insights
Collaborate with Sales, Marketing, Operations, and Technology teams
Provide ad hoc analysis for strategic and operational initiatives
Qualification
Required
2–3 years of experience in FP&A, corporate finance, or a similar analytical role
Bachelor's degree in Finance, Accounting, Economics, or related field
Advanced Excel and strong financial modeling skills
Excellent communication and presentation abilities
Preferred
Experience with ERP or planning tools (NetSuite, Adaptive Insights)
Familiarity with SQL, Python, Tableau, or Power BI
Background in insurance or financial services
Benefits
Medical, Dental, Vision, Life, Pet; Flexible Spending Account
401K Match
Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave
Short and Long-Term Disability
Employee Support Programs, Including Mental Health
Tuition Reimbursement
Matching Charitable Gift Program
Lucrative Referral Program
Company
We Insure
We Insure is passionate at being the very best independent agency solution.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Michael Weinberg
Managing Partner
Company data provided by crunchbase