Senior FP&A Analyst – Strategic Financial Planning

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 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