Base: $85,000 annually; bonus/equity: not specifie...
Hybrid
Bachelor's degree in finance or accounting
3-4 years fp&a experience
Advanced microsoft excel skills
Westwood Insurance Agency is one of the largest personal lines agencies in the US, serving over a million customers since 1952
Job Summary
Westwood Insurance Agency is one of the largest personal lines agencies in the US, serving over a million customers since 1952.
The role involves analyzing monthly financial results, identifying trends, and developing automated models to transform data into meaningful management reports.
The ideal candidate will partner closely with leadership to support strategic decision-making while working independently in a fast-paced environment.
Matching Summary
Westwood Insurance Agency is one of the largest personal lines agencies in the US, serving over a million customers since 1952.
Salary
Base: $85,000 annually; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Bachelor's Degree in Finance or Accounting
3-4 years FP&A experience
Advanced Microsoft Excel skills
Monthly financial results analysis
Business insight communication
Nice-to-have
Experience with AI tools and automation
Insurance industry background
CPCU or P&C licensing
Collaborative team environment
Proactive problem-solving attitude
Key Requirements
Bachelor's Degree in Finance, Accounting, or Business