Senior Analyst, Financial Planning & AnalysisPosition Overview:The Senior Analyst, FP&A is a high-visibility role reporting directly to the SVP of Strategic Finance. The Senior Analyst will own monthly and quarterly financial analysis for an assigned cluster of platform agencies, partner with platform leadership on operating decisions, and contribute meaningfully to investor relations materials and executive-level reporting. This role is designed for an analytical finance professional who thrives in a fast-paced, acquisitive environment.
Key Responsibilities:Monthly Performance Analysis (Platform Cluster Ownership)- Own the end-to-end monthly analysis for an assigned cluster of platform agencies, including variance commentary versus plan, prior year, and prior forecast.
- Lead detailed revenue decomposition analyses, isolating the drivers of performance across organic new business, retention, rate and exposure, contingent and supplemental commissions, and acquired revenue from tuck-ins and bolt-ons.
- Review personnel plans and headcount actuals against plan, including producer hiring cadence, support staff ratios, and timing of integration-related hires.
- Analyze producer investment activity, including new producer ramp curves, validation progress, draws and guarantees, book purchases, and return on producer investment.
- Conduct operating expense reviews across major categories, identifying run-rate trends, integration synergies, and areas of leakage or upside.
- Prepare clear, executive-ready monthly reporting packages that translate platform-level results into actionable insight for both platform leadership and corporate stakeholders.
Annual Planning, Quarterly Reforecast, and Operating Partnership- Lead the annual budgeting process for the assigned platform cluster, working directly with platform CEOs, agency leadership, and corporate FP&A to create a meaningful operating plan for the next fiscal year.
- Lead the quarterly reforecast process with the same stakeholders to refresh the full P&L, headcount, and producer investment outlook.
- Pressure-test platform assumptions on retention, new business pipeline, hiring plans, and tuck-in / bolt-on contribution; surface risks and opportunities for SVP review.
- Serve as a trusted finance partner to platform leaders, providing analytical support on operating decisions including pricing, producer compensation, organizational design, vendor spend, and integration prioritization.
Investor Relations & Executive Reporting- Develop board-quality presentations and slide content for KAP senior and executive leadership, the board of directors, lender meetings, and investor communications.
- Translate complex financial analysis into clean, narrative-driven storylines suitable for a board, sponsor, and lender audience.
- Support quarterly board reporting cycles, lender reporting requirements, and ad-hoc investor diligence requests.
Ad-Hoc Strategic Analysis- Execute ad-hoc analyses for the SVP of Strategic Finance, CFO, and other executive stakeholders, including profitability deep-dives, scenario modeling, capital allocation studies, and cross-platform benchmarking.
- Partner with corporate development, accounting, and operations on cross-functional initiatives, including integration tracking and synergy realization for recently acquired platforms and tuck-ins.
Qualifications:- Bachelor's degree in Finance, Accounting, Economics, or a related quantitative discipline.
- 3 to 5 years of progressive experience in FP&A specifically. Corporate FP&A experience preferred, but a mix of investment banking, transaction advisory, private equity, or corporate development is also suitable.
- Prior experience in insurance distribution, insurance brokerage, or another commission-based services business preferred.
- Exposure to private equity-backed, acquisitive operating models, including familiarity with platform / tuck-in M&A structures, integration workstreams, and synergy reporting preferred.
- Advanced Excel and financial modeling skills required.
- Demonstrated experience preparing executive- and board-level presentations in PowerPoint, with strong attention to narrative flow, formatting, and visual clarity.
- Strong written and verbal communication skills, with the ability to engage credibly with senior leaders and translate financial analysis into clear business insight.
- Ability to manage multiple workstreams simultaneously in a deadline-driven environment with a high degree of accuracy and ownership.
Office Location: 1215 Manor Drive, Suite 208, Mechanicsburg, PA 17055
Benefits:- Competitive Compensation Package
- Health Insurance Plans (PPO, HSA, Copay Options)
- Dental Insurance
- Vision Insurance
- Company Paid Disability Insurance
- Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
- 401(k) with Safe Harbor Match
- Paid Time Off
- Paid Holidays
