Senior Financial Analyst - Ancillary Business
HybridFrisco, Texas, United States
Job Summary
Support financial planning, budgeting, forecasting, and monthly close processes for Tenant Insurance and Lending businesses. Analyze financial and operational performance to identify trends, prepare management reporting packages, and develop models evaluating revenue, margin, and customer behavior. Partner with cross-functional leaders to support strategic initiatives, monitor KPIs, and assist in evaluating new programs and pricing strategies. Conduct variance analysis against budget and prior year results, improve reporting tools and data integrity, and participate in business case development and scenario analysis. Ensure all analysis aligns with internal controls and accounting policies. This role reports to the Director – Customer Care and Ancillary Business Finance. Candidates must work in the office five days per week with up to three flexible remote days. Requires a Bachelor's degree in Finance or related field, 5-7 years of experience, and advanced Excel proficiency. Prior insurance industry experience is preferred.
Required Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business, or related field
- 5-7 years of experience in financial analysis, FP&A, business finance, or related roles
- Strong analytical, modeling, and problem-solving skills
- Advanced proficiency in Excel and strong experience with financial modeling and large data sets
- Experience preparing management reporting and presenting insights to business partners
- Strong attention to detail with the ability to balance accuracy and deadlines in a fast-paced environment
- Excellent written and verbal communication skills
- Ability to work independently while managing multiple priorities and cross-functional relationships
- Candidates must be authorized to work in the U.S. without restrictions or requiring sponsorship now or in the future
Desired Qualifications
- Prior experience in the insurance industry
- Experience supporting ancillary products, financial services, lending, or consumer-facing business lines
- Familiarity with insurance-related metrics such as premium trends, claims performance, loss ratios, or product profitability
- Experience with financial systems, planning tools, or BI/reporting platforms such as Power BI, Tableau, Hyperion, Essbase, SAP, Oracle, or similar tools
- MBA, CFA, or other relevant professional certification is a plus
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