What are the responsibilities and job description for the Senior Financial Analyst position at CFS?
Ready to step into a high-impact Senior Financial Analyst role with a rapidly growing, private equity-backed insurance brokerage? This is an opportunity to influence business decisions, partner with leadership, and help shape the financial future of a company that has tripled revenue in recent years.
Senior Financial Analyst
Salary: $100,000 - $125,000 Bonus
Location: Remote
Why This Opportunity Stands Out
#INOCT2026
Click here to apply online
Senior Financial Analyst
Salary: $100,000 - $125,000 Bonus
Location: Remote
Why This Opportunity Stands Out
- Join a PE-backed organization experiencing significant growth and transformation
- Work remotely while gaining visibility with executive and business-unit leadership
- Influence strategic decisions through financial modeling, forecasting, and performance analysis
- Partner directly with operations, finance, accounting, and compensation leaders across the organization
- Gain exposure to a large national platform with 1,500 employees and 90 locations
- Play a key role in budgeting, forecasting, and business planning initiatives that drive company performance
- Leverage advanced financial systems, automation tools, and AI-driven resources to improve analysis and reporting
- Contribute to process improvement initiatives that enhance forecasting accuracy and operational efficiency
- Enjoy a stable, growth-oriented environment with strong opportunities for career advancement
- Make a measurable impact as a trusted business partner in a fast-growing insurance brokerage environment
- Develop and maintain financial models, forecasts, and business performance analyses
- Prepare budgeting, forecasting, variance analysis, and financial reporting for assigned business units
- Analyze revenue trends, compensation incentives, and key business drivers impacting results
- Partner with business leaders to provide financial insights, recommendations, and decision support
- Support month-end close processes, ad hoc financial analyses, and strategic initiatives
- Identify opportunities to improve reporting, forecasting, and financial planning processes
- 5 years of FP&A, financial analysis, accounting, or related finance experience
- Insurance brokerage industry experience required
- Strong financial modeling, budgeting, forecasting, and variance analysis expertise
- Advanced Excel skills and experience with financial systems; Workday Adaptive experience preferred
- Accounting foundation with progression into finance/FP&A strongly preferred
- Private equity-backed company experience highly desired
#INOCT2026
Click here to apply online
Salary : $100,000 - $125,000