FP&A Analyst

Goosehead-Insurance; Westlake (OH); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Disability insurance

Life insurance

Dental insurance

401K Matching

Employee Stock Purchase Plan

Job summary

Goosehead Insurance in Westlake, OH is seeking an FP&A Analyst to support budgeting, forecasting, and reporting across the company. You will build and maintain financial models, analyze trends, and partner with leaders to drive performance.

The ideal candidate has 3–5 years in FP&A or corporate finance, strong Excel and SQL skills, and experience with BI tools like Power BI or Tableau. This role offers cross-functional exposure and opportunities for impact.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related field.
• 3–5 years of FP&A, corporate finance, or related experience.
• Strong financial modeling and Excel skills.
• Proficiency in SQL and experience navigating data warehouses to extract and analyze large datasets.
• Experience with BI/reporting tools (Power BI, Tableau) and data visualization.
• Experience in a high-growth, multi-location, or operationally complex environment.

Responsibilities

• Support development, maintenance, and enhancement of financial forecasts, budgets, and long-term plans.
• Perform financial modeling and scenario analysis to evaluate performance, trends and risks.
• Conduct variance analysis against budgets and forecasts; explain drivers and insights.
• Prepare recurring and ad-hoc financial reports and dashboards for management.
• Partner with business leaders and finance colleagues to ensure financial alignment.
• Assist in improving forecasting models, planning tools, and processes for accuracy and efficiency.
• Support annual planning cycle and monthly forecast updates across departments.
• Collaborate with accounting and operations to ensure data integrity.

Skills

Financial modeling

Analytical thinking

Excel

Data analysis

Communication

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

SQL

Power BI

Tableau

Data warehouses

Job description

About GooseheadGoosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions so, we’re more than just a bit selective when it comes to hiring new team members.Job SummaryThe Financial Planning & Analysis (FP&A) Analyst plays a key role in supporting strategic decision-making by delivering accurate, timely, and insightful financial analyses. Reporting to the Manager, FP&A, this position will support company-wide budgeting, forecasting, and reporting processes while providing analysis and recommendations to drive business performance.This role is designed for an experienced, hands-on financial professional who can quickly become a subject matter expert. The FP&A Analyst will partner cross-functionally to deliver high-quality analysis, maintain financial models, and enhance planning tools and processes. The ideal candidate will have strong modeling skills, exceptional attention to detail, and a proactive approach to problem-solving.Principal Duties and ResponsibilitiesSupport the development, maintenance, and enhancement of financial forecasts, budgets, and long-term plansPerform financial modeling and scenario analysis to evaluate business performance, trends, and risksConduct variance analysis against budgets, forecasts, and prior periods; clearly explain key drivers and insightsPrepare recurring and ad-hoc financial reports and dashboards for management reviewPartner with business leaders and finance colleagues to provide analytical support and ensure financial alignmentAssist in improving forecasting models, planning tools, and processes to enhance accuracy and efficiencySupport the annual planning cycle and monthly forecast updates across departmentsCollaborate with accounting and operations teams to ensure accurate financial reporting and data integrityProvide financial support for strategic initiatives, special projects, and investment analysesDevelop subject matter expertise in key financial drivers, systems, and business processesExperience and EducationBachelor’s degree in Finance, Accounting, Economics, or related field3 - 5 years of experience in financial planning and analysis, corporate finance, or related rolesStrong financial modeling and Excel skills requiredProficiency in SQL and experience navigating data warehouses to extract, manipulate, and analyze large datasetsExperience with financial planning tools preferredFamiliarity with BI/reporting tools (e.g., Power BI, Tableau)Experience in a high-growth, multi-location, or operationally complex environment preferredRequired Skills and AbilitiesStrong analytical, quantitative, and problem-solving skillsExcellent attention to detail with the ability to produce accurate, high-quality work under tight deadlinesEffective communication and presentation skills; able to convey complex financial concepts clearlyProactive and curious mindset with a drive to understand underlying business dynamicsAbility to work independently and collaboratively across teams and functionsCommitment to continuous improvement of tools, processes, and analysis qualityBenefits SummaryHigh quality voluntary health, vision, disability, life, and dental insurance programs401K Matching PlanEmployee Stock Purchase PlanPaid holidays, vacation, and sick leaveCorporate sponsored programs to enhance employee physical, financial, mental and emotional wellnessFinancial Solution ProgramEqual Employment Opportunity:Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.