Hybrid FP&A Analyst: AI-Driven Financial Insights

Westwood Insurance Agency LLC; Tampa (FL); Hybrid; USD 76,500 - 93,500; Full time

Job summary

Westwood Insurance Agency LLC is looking for a Senior Financial Analyst in Tampa, Florida. This role involves analyzing monthly financial results and trends, developing automated models for reporting, and collaborating with various teams to implement AI-centric solutions. Candidates should have a Bachelor's Degree in Finance, 3-4 years of relevant experience in FP&A, preferably in the insurance industry, and strong skills in Excel and analysis. This is a full-time position with a starting salary of $85,000 annually. Hybrid work is possible, requiring minimal travel.

Qualifications

• 3-4 years of relevant FP&A, Corporate Development, or related work experience, preferably in the insurance industry.
• Licenses: insurance licenses including CPCU or Affiliated, P&C licensing, etc.
• Experience with process automation and utilization of Anthropic AI tools.

Responsibilities

• Analyze monthly financial results and identify/explain trends.
• Provide Monthly Reporting package and communicate results.
• Develop and automate models for clear management reporting.
• Collaborate to build AI-centric reporting and insights.
• Assist in developing Plan and Forecast.
• Understand Expense and Revenue drivers for modeling.
• Support business opportunities with proformas and analysis.

Skills

Analyze information and use logic/rationale

Utilize effective research and investigative techniques

Quick learner in insurance concepts

Understanding of General Accounting

Very good knowledge of Microsoft Office, especially Excel

Experience with AI tools and process automation

Education

Bachelor’s Degree in Finance, Accounting, or Business

Job description

Westwood Insurance Agency LLC is looking for a Senior Financial Analyst in Tampa, Florida. This role involves analyzing monthly financial results and trends, developing automated models for reporting, and collaborating with various teams to implement AI-centric solutions. Candidates should have a Bachelor's Degree in Finance, 3-4 years of relevant experience in FP&A, preferably in the insurance industry, and strong skills in Excel and analysis. This is a full-time position with a starting salary of $85,000 annually. Hybrid work is possible, requiring minimal travel.