Senior FP&A Analyst - Insurance Analytics & AI

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

Job summary

Westwood Insurance Agency in Tampa, Florida, is seeking a proactive FP&A professional with strong analytical skills to support strategic decision-making. Responsibilities include analyzing financial results, reporting, and developing automated models. The ideal candidate has a Bachelor's degree, 3-4 years of experience, preferably in insurance, and is knowledgeable in finance and automation tools. The role offers an annual salary of $85,000 and may involve up to 25% travel.

Qualifications

• 3-4 years of relevant FP&A or Corporate Development experience, preferably in insurance.
• Experience with automation and AI tools is preferred.
• Insurance licenses like CPCU or P&C are a plus.

Responsibilities

• Analyze monthly financial results and identify trends.
• Provide Monthly Reporting to support group deliverables.
• Develop and automate models for clear management reporting.
• Collaborate with technology partners for AI-centric solutions.
• Assist in developing Plan and Forecast using various models.
• Support business opportunities with pro-formas and analyses.

Skills

Analyzing information

Effective research techniques

Microsoft Excel

AI tools

Education

Bachelor’s Degree in Finance, Accounting, or Business

Tools

Anthropic AI tools

Job description

Westwood Insurance Agency in Tampa, Florida, is seeking a proactive FP&A professional with strong analytical skills to support strategic decision-making. Responsibilities include analyzing financial results, reporting, and developing automated models. The ideal candidate has a Bachelor's degree, 3-4 years of experience, preferably in insurance, and is knowledgeable in finance and automation tools. The role offers an annual salary of $85,000 and may involve up to 25% travel.