Remote Senior FP&A Analyst — Insurance Brokerage Expert

Creative Financial Staffing, LLC; Grand Rapids (MI); Remote; USD 100,000 - 150,000; Full time

Job summary

Creative Financial Staffing, LLC is seeking a Senior Financial Analyst and FP&A Manager to join a growing finance team. This remote role demands hands-on FP&A work with strong accounting fundamentals and business performance insight.

The ideal candidate brings 5+ years of FP&A experience, excels in budgeting and forecasting, and has proven ability to partner with leadership to drive strategic decisions in a private equity-backed environment.

Qualifications

• 5+ years in FP&A, corporate finance, or related field.
• Insurance brokerage industry experience required.
• Strong budgeting, forecasting, modeling, and reporting.
• Excel and financial systems proficiency.
• Experience with revenue analysis and key drivers.
• Ability to translate data into insights.

Responsibilities

• Lead and support budgeting, forecasting, and long-range planning.
• Develop models to evaluate performance, revenue trends, and key drivers.
• Prepare management reports and variance analyses.
• Identify trends, risks, and opportunities to improve profitability.
• Partner with leaders to provide actionable financial insights and recommendations.
• Analyze revenue performance, unit results, and compensation incentives.
• Support leadership with modeling, scenario planning, and data-driven decisions.
• Improve reporting processes and forecasting accuracy.
• Leverage Excel and systems to streamline reporting.
• Collaborate with leadership in a private equity-backed environment.

Skills

Financial planning

Forecasting

Financial modeling

Variance analysis

Excel proficiency

Stakeholder management

Education

Bachelor’s degree in Accounting/Finance

Tools

Workday Adaptive Planning

Excel

Job description

Creative Financial Staffing, LLC is seeking a Senior Financial Analyst and FP&A Manager to join a growing finance team. This remote role demands hands-on FP&A work with strong accounting fundamentals and business performance insight.

The ideal candidate brings 5+ years of FP&A experience, excels in budgeting and forecasting, and has proven ability to partner with leadership to drive strategic decisions in a private equity-backed environment.