Senior Analyst, FP&A

Goosehead Insurance; United States; On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health and wellness benefits

401K Matching Plan

Employee Stock Purchase Plan

Paid holidays and vacation

Wellness programs

Job summary

Goosehead Insurance is seeking a Senior Analyst, Financial Planning & Analysis (FP&A) to support budgeting, forecasting, and reporting. The role partners across functions to maintain financial models, drive performance, and provide strategic insights.

The successful candidate will have strong modeling, Excel, SQL, and BI tool experience and thrive in a fast-growing, multi-location environment. The ideal candidate will bring 4–6+ years of FP&A experience, a finance-focused degree, and a

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 4–6+ years of FP&A, corporate finance, or related roles.
• Strong financial modeling and Excel skills.
• Proficiency in SQL and data warehouses to extract, manipulate, and analyze large datasets.
• Experience with financial planning tools preferred.
• Familiarity with BI/reporting tools (Power BI, Tableau).

Responsibilities

• Develop, maintain, and enhance financial forecasts, budgets, and long-term plans.
• Perform financial modeling and scenario analysis to evaluate business performance, trends, and risks.
• Conduct variance analysis against budgets, forecasts, and prior periods; clearly explain key drivers and insights.
• Prepare recurring and ad-hoc financial reports and dashboards for management review.
• Partner with business leaders and finance colleagues to provide analytical support and ensure financial alignment.
• Assist in improving forecasting models, planning tools, and processes to enhance accuracy and efficiency.
• Support the annual planning cycle and monthly forecast updates across departments.
• Collaborate with accounting and operations teams to ensure accurate financial reporting and data integrity.
• Provide financial support for strategic initiatives, special projects, and investment analyses.
• Develop subject matter expertise in key financial drivers, systems, and business processes.

Skills

Financial modeling

Excel

Analytical thinking

Communication

Cross-functional collaboration

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

SQL

Power BI

Tableau

Job description

Goosehead 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 Summary

The Senior Analyst, Financial Planning & Analysis (FP&A) plays a key role in supporting strategic decision-making by delivering accurate, timely, and insightful financial analyses. Reporting to the Director, 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 Senior 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 Responsibilities

• Support the development, maintenance, and enhancement of financial forecasts, budgets, and long-term plans
• Perform financial modeling and scenario analysis to evaluate business performance, trends, and risks
• Conduct variance analysis against budgets, forecasts, and prior periods; clearly explain key drivers and insights
• Prepare recurring and ad-hoc financial reports and dashboards for management review
• Partner with business leaders and finance colleagues to provide analytical support and ensure financial alignment
• Assist in improving forecasting models, planning tools, and processes to enhance accuracy and efficiency
• Support the annual planning cycle and monthly forecast updates across departments
• Collaborate with accounting and operations teams to ensure accurate financial reporting and data integrity
• Provide financial support for strategic initiatives, special projects, and investment analyses
• Develop subject matter expertise in key financial drivers, systems, and business processes

Experience and Education

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 4–6+ years of experience in financial planning and analysis, corporate finance, or related roles
• Strong financial modeling and Excel skills required
• Proficiency in SQL and experience navigating data warehouses to extract, manipulate, and analyze large datasets
• Experience with financial planning tools preferred
• Familiarity with BI/reporting tools (e.g., Power BI, Tableau)
• Experience in a high-growth, multi-location, or operationally complex environment preferred

Required Skills and Abilities

• Strong analytical, quantitative, and problem-solving skills
• Excellent attention to detail with the ability to produce accurate, high-quality work under tight deadlines
• Effective communication and presentation skills; able to convey complex financial concepts clearly
• Proactive and curious mindset with a drive to understand underlying business dynamics
• Ability to work independently and collaboratively across teams and functions
• Commitment to continuous improvement of tools, processes, and analysis quality

Benefits Summary

• High quality voluntary health, vision, disability, life, and dental insurance programs
• 401K Matching Plan
• Employee Stock Purchase Plan
• Paid holidays, vacation, and sick leave
• Corporate sponsored programs to enhance employee physical, financial, mental and emotional wellness

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.