Financial Analyst - Westwood Insurance

Westwood Insurance Agency is one of the largest personal lines agencies in the US. Since 1952, we’ve helped more than a million customers protect what matters most. Licensed in all 50 states, Westwood represents hundreds of insurance products offered by the country’s top insurance companies. That’s an advantage for our customers, who benefit from a wide selection of products and pricing. Westwood works closely with home builders and mortgage companies to provide homeowners insurance that is fast, easy, and hassle-free. Our technology-based approach simplifies the process by incorporating insurance into the closing process. The result is happier customers and more on-time closing. As a full-service agency, we can help customers find the right coverage for their circumstances from a wide variety of insurance products, including homeowners and renters policies, auto insurance, specialty item and special event endorsements, small business insurance, umbrella policies, and much more.

Primary Responsibility:

• Analyze monthly financial results, including KPI’s, and identify/explain trends and changes from Plan/Prior Year, preparing related summaries/ management reports for business leaders and other key stakeholders.
• Assist in building Monthly Reporting packages and communicate results as needed.
• Develop and automate models to transform data into meaningful, clear, concise management reporting.
• Assist in developing Budget/Plan and Forecast using various models, industry data, and insights from business leaders.
• Develop Key understanding of the Expense and Revenue drivers of the business to be used in various modeling.
• Support business opportunities by collaborating with business leaders and their teams and creating proformas and other ad hoc analysis.
• Ability to collaborate with key stakeholders and other cross-functional groups (Ops, Accounting, IT, Data & Analytics, etc.)
• Contribute to a positive work environment by demonstrating cultural expectations (BRP Azimuth) and influencing others to reward performance.
  
  
  

Required Qualifications:

• Education: Bachelor’s Degree
• Finance, Accounting, Economics, and/or other relevant degrees
• Experience 0-2 years of relevant work or internship experience
• Very basic level knowledge of Microsoft Excel (SUM, COUNTIFS, SUMIFS, VLOOKUPS)
• Experience with Adaptive Insights a plus.
  
  
  

Skills:

• Analyze information and use logic/rationale that connects various concepts.
• Ability to build a story around your findings and relay results to leaders.
• Utilize effective research and investigative techniques.
• Quick Learner in picking up insurance concepts and implementing into analysis.
• Basic understanding of GAAP (accruals, revenue recognition, etc.)
• Good knowledge of Microsoft Office tools, especially Excel.
• Insurance experience is preferable.
  
  
  

Work Environment

• Travel Frequency – Up to 10%
• Strong preference for candidate to reside in Tampa, FL with a hybrid office schedule of 2 days a week
  
  
  

Click here for some insight into our culture!

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.