Senior Financial Analyst

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 .

We are seeking a highly analytical and proactive FP&A professional who thrives in a fast-paced, collaborative environment.

The ideal candidate is someone who enjoys turning complex financial and operational data into meaningful business insights, while partnering closely with leadership to support strategic decision-making.

This person should be comfortable working independently, building financial models, identifying trends, and communicating findings clearly to both finance and non-finance stakeholders.

Primary Responsibility: Analyze monthly financial results, including KPI’s, and identify/explain trends and changes from Plan/Prior Yeaar, preparing related summaries/ management reports for business leaders and other key stakeholders.

Provide Monthly Reporting package and communicate results as needed to support group deliverables. Develop and Automate models to transform data into meaningful, clear, concise management reporting. Collaborate with Technology and Data & Analytics business p