Finance Manager - Insurance

Selby Jennings; Chicago (IL); Hybrid; USD 100,000 - 130,000; Full time

Job summary

Selby Jennings in Chicago offers a hybrid Finance Manager role focused on scaling FP&A, corporate development, budgeting, forecasting, and M&A activities, partnering with C-suite and PE stakeholders to drive long-term value.

You will lead annual budgeting, monthly forecasts, build financial models, and deliver executive reporting and board materials, with emphasis on revenue drivers, expenses, capital deployment, and headcount planning.

Qualifications

• 3-5+ years of experience in corporate finance, FP&A, investment banking, consulting, private equity, accounting, or a related analytical role.
• Advanced Excel and PowerPoint skills with forecasting, budgeting and business analysis.
• Experience creating executive presentations, board materials, and data visualizations for senior leadership.

Responsibilities

• Lead the annual budgeting, monthly forecasting, and long-range planning processes across multiple operating companies.
• Build and maintain financial models, scenario analyses, and business cases to support strategic decisions.
• Partner with C-suite executives and business leaders to analyze revenue drivers, operating expenses, capital deployment, headcount planning, and profitability trends.

Skills

Financial Modeling

Budgeting & Forecasting

Executive Communication

PowerPoint Proficiency

Data Visualization

Tableau/Power BI

Strategic Analysis

Cross-functional Collaboration

Education

Bachelor’s degree in Finance, Accounting, Economics

Tools

Excel

PowerPoint

Tableau

Power BI

Job description

Hybrid role in Chicago with a private equity-backed insurance platform growing through organic expansion and strategic acquisitions. This high-visibility Finance Manager position partners directly with executive leadership and operating company teams, turning financial data into decision-ready insights for budgeting, forecasting, long-range planning, and transaction support.

In this newly created role, you will help scale FP&A, corporate development, budgeting, forecasting, and M&A activities while working with C-suite and PE stakeholders on topics that drive long-term value creation.

What you’ll do

• Lead the annual budgeting, monthly forecasting, and long-range planning processes across multiple operating companies.
• Build and maintain financial models, scenario analyses, and business cases to support strategic decisions.
• Partner with C-suite executives and business leaders to analyze revenue drivers, operating expenses, capital deployment, headcount planning, and profitability trends.
• Produce executive-level management reporting, KPI dashboards, and board presentations focused on actionable insights.
• Support strategic initiatives through financial analysis, investment evaluations, and scenario planning.
• Evaluate growth initiatives, investments, divestitures, and optimization opportunities using rigorous financial analysis.
• Deliver data-driven recommendations that improve business performance and support long-term value creation.
• Enhance FP&A processes by improving reporting frameworks, analytics, and financial planning tools for efficiency and scalability.
• Collaborate cross-functionally with finance, operations, and executive leadership to drive strategic initiatives.

What you bring

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3-5+ years of experience in corporate finance, FP&A, investment banking, consulting, private equity, accounting, or a related analytical role.
• Advanced Excel and PowerPoint skills, including demonstrated expertise in financial modeling, forecasting, budgeting, and business analysis.
• Experience creating executive presentations, board materials, and data visualizations for senior leadership.
• Strong analytical and quantitative skills with exceptional attention to detail.
• Ability to thrive in a fast-paced, high-growth environment with shifting priorities and ambiguity.
• Excellent written and verbal communication skills with the ability to translate complex financial information into clear business insights.
• Business intelligence and visualization experience with Tableau or Power BI is preferred.
• Property & Casualty insurance, specialty insurance, carrier, MGA, or reinsurance experience is a plus.
• Comfort interacting confidently with senior executives, investors, and cross-functional stakeholders.

Tools you’ll use

Excel, PowerPoint, Tableau, Power BI

Salary: USD 100,000 - 130,000 per year