Strategic FP&A Analyst: Forecasting & Modeling

Goosehead-Insurance; Westlake (OH); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Disability insurance

Life insurance

Dental insurance

401K Matching

Employee Stock Purchase Plan

Job summary

Goosehead Insurance in Westlake, OH is seeking an FP&A Analyst to support budgeting, forecasting, and reporting across the company. You will build and maintain financial models, analyze trends, and partner with leaders to drive performance.

The ideal candidate has 3–5 years in FP&A or corporate finance, strong Excel and SQL skills, and experience with BI tools like Power BI or Tableau. This role offers cross-functional exposure and opportunities for impact.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related field.
• 3–5 years of FP&A, corporate finance, or related experience.
• Strong financial modeling and Excel skills.
• Proficiency in SQL and experience navigating data warehouses to extract and analyze large datasets.
• Experience with BI/reporting tools (Power BI, Tableau) and data visualization.
• Experience in a high-growth, multi-location, or operationally complex environment.

Responsibilities

• Support development, maintenance, and enhancement of financial forecasts, budgets, and long-term plans.
• Perform financial modeling and scenario analysis to evaluate performance, trends and risks.
• Conduct variance analysis against budgets and forecasts; explain drivers and insights.
• Prepare recurring and ad-hoc financial reports and dashboards for management.
• Partner with business leaders and finance colleagues to ensure financial alignment.
• Assist in improving forecasting models, planning tools, and processes for accuracy and efficiency.
• Support annual planning cycle and monthly forecast updates across departments.
• Collaborate with accounting and operations to ensure data integrity.

Skills

Financial modeling

Analytical thinking

Excel

Data analysis

Communication

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

SQL

Power BI

Tableau

Data warehouses

Job description

Goosehead Insurance in Westlake, OH is seeking an FP&A Analyst to support budgeting, forecasting, and reporting across the company. You will build and maintain financial models, analyze trends, and partner with leaders to drive performance.

The ideal candidate has 3–5 years in FP&A or corporate finance, strong Excel and SQL skills, and experience with BI tools like Power BI or Tableau. This role offers cross-functional exposure and opportunities for impact.