Superior Insurance Partners
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FP&A Analyst
role at
Superior Insurance Partners .
Superior Insurance Partners ("Superior" or the "Company") is a rapidly growing insurance brokerage, focused primarily on providing property/casualty (commercial lines and personal lines) and employee benefits solutions to companies and individuals. Superior acquires and partners with leading independent insurance agencies primarily in the Midwest and Eastern US. The Company’s mission is to improve the lives of its agency partners and drive industry leading organic growth. Superior does this by creating a highly tailored plan for each of its agency partners to help them achieve their goals, and providing customized resources including its proprietary Producer Program, accounting/finance, recruiting/HR, AMS/IT, and M&A support. Agency partners are aligned through long‑term economic incentives while leveraging the benefits of best practices, scale, and resources across Superior’s shared platform. Superior’s leadership team has been purposefully built and consists of industry executives with multiple decades of experience with the largest insurance brokerages across the country. Superior is currently a Top 100 agency and is one of the fastest growing platforms in the US. For additional information, visit: https://superiorinsurancepartners.com/.
Candidate will play a critical role in shaping financial insight, supporting strategic initiatives, and helping guide the organization’s continued growth. The position includes developing and maintaining advanced financial statements, delivering data‑driven analysis to senior leadership, and helping to strengthen processes and reporting capabilities across the business. This position is ideal for a highly analytical finance professional who enjoys solving complex problems, building structure, and influencing decision‑making in a collaborative and evolving environment.
Responsibilities
Provide accurate and timely financial reporting and insights for monthly and quarterly management reviews. Manage and execute the monthly, quarterly, and annual consolidation process, ensuring all deadlines are met.
Conduct variance analysis and recommend actionable improvements to drive performance.
Collaborate with Accounting, Operations, and Leadership to align financial strategies with operational goals.
Develop and maintain detailed financial models, forecasts, and budgets across income statement, balance sheet, cash flow, headcount, and capital planning.
Create reports and dashboards that highlight performance trends and key metrics.
Manage consolidation‑related activities such as changes to the chart of accounts, entity reporting hierarchies, consolidation mappings, intercompany eliminations, and other processes/controls.
Partner with business leaders to interpret results, uncover opportunities, and support data‑driven decisions.
Support strategic projects through scenario analysis, sensitivity modeling, and business case development.
Qualifications
Bachelor’s degree in Finance, Accounting, Business, or a related discipline.
3‑5+ years of progressive FP&A experience, including financial modeling, budgeting, and forecasting.
Strong analytical and problem‑solving skills with a demonstrated ability to deliver actionable insights.
Advanced Excel proficiency and experience with business intelligence tools (e.g., Power BI, Tableau).
Familiarity with ERP systems (e.g., NetSuite, Workday, or similar).
Excellent communication and collaboration skills; proven ability to influence cross‑functional stakeholders.
Detail‑oriented, proactive, and dependable, with an ownership mindset and strong work ethic.
Local or regional candidates preferred (no relocation offered).
Hiring Information
Seniority level: Associate
Employment type: Full‑time
Job function: Finance, Sales, and Accounting/Auditing
Industries: Venture Capital and Private Equity Principals, Insurance, and Insurance Agencies and Brokerages
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FP&A Analyst
role at
Superior Insurance Partners .
Superior Insurance Partners ("Superior" or the "Company") is a rapidly growing insurance brokerage, focused primarily on providing property/casualty (commercial lines and personal lines) and employee benefits solutions to companies and individuals. Superior acquires and partners with leading independent insurance agencies primarily in the Midwest and Eastern US. The Company’s mission is to improve the lives of its agency partners and drive industry leading organic growth. Superior does this by creating a highly tailored plan for each of its agency partners to help them achieve their goals, and providing customized resources including its proprietary Producer Program, accounting/finance, recruiting/HR, AMS/IT, and M&A support. Agency partners are aligned through long‑term economic incentives while leveraging the benefits of best practices, scale, and resources across Superior’s shared platform. Superior’s leadership team has been purposefully built and consists of industry executives with multiple decades of experience with the largest insurance brokerages across the country. Superior is currently a Top 100 agency and is one of the fastest growing platforms in the US. For additional information, visit: https://superiorinsurancepartners.com/.
Candidate will play a critical role in shaping financial insight, supporting strategic initiatives, and helping guide the organization’s continued growth. The position includes developing and maintaining advanced financial statements, delivering data‑driven analysis to senior leadership, and helping to strengthen processes and reporting capabilities across the business. This position is ideal for a highly analytical finance professional who enjoys solving complex problems, building structure, and influencing decision‑making in a collaborative and evolving environment.
Responsibilities
Provide accurate and timely financial reporting and insights for monthly and quarterly management reviews. Manage and execute the monthly, quarterly, and annual consolidation process, ensuring all deadlines are met.
Conduct variance analysis and recommend actionable improvements to drive performance.
Collaborate with Accounting, Operations, and Leadership to align financial strategies with operational goals.
Develop and maintain detailed financial models, forecasts, and budgets across income statement, balance sheet, cash flow, headcount, and capital planning.
Create reports and dashboards that highlight performance trends and key metrics.
Manage consolidation‑related activities such as changes to the chart of accounts, entity reporting hierarchies, consolidation mappings, intercompany eliminations, and other processes/controls.
Partner with business leaders to interpret results, uncover opportunities, and support data‑driven decisions.
Support strategic projects through scenario analysis, sensitivity modeling, and business case development.
Qualifications
Bachelor’s degree in Finance, Accounting, Business, or a related discipline.
3‑5+ years of progressive FP&A experience, including financial modeling, budgeting, and forecasting.
Strong analytical and problem‑solving skills with a demonstrated ability to deliver actionable insights.
Advanced Excel proficiency and experience with business intelligence tools (e.g., Power BI, Tableau).
Familiarity with ERP systems (e.g., NetSuite, Workday, or similar).
Excellent communication and collaboration skills; proven ability to influence cross‑functional stakeholders.
Detail‑oriented, proactive, and dependable, with an ownership mindset and strong work ethic.
Local or regional candidates preferred (no relocation offered).
Hiring Information
Seniority level: Associate
Employment type: Full‑time
Job function: Finance, Sales, and Accounting/Auditing
Industries: Venture Capital and Private Equity Principals, Insurance, and Insurance Agencies and Brokerages
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