Job Summary

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A growing advisory firm focused on the insurance brokerage industry is seeking a Financial Analyst who is interested in developing into a consulting role. This position is ideal for someone who has spent several years working in finance, FP&A, or analytics within an insurance agency and is ready to transition into client-facing advisory work.

The role will initially focus on supporting senior consultants with financial analysis, modeling, and strategic projects for independent insurance agencies. Over time, there is a clear path to grow into a lead consultant working directly with agency owners and leadership teams.

Responsibilities

• Support financial analysis and consulting projects for insurance agency clients

• Build and interpret financial models and performance forecasts

• Prepare materials and insights for strategic planning discussions

• Work alongside senior consultants and advisors on client engagements

Qualifications

• 5–10+ years of experience in finance, FP&A, or analytics

• Prior experience within a mid-to-large insurance agency strongly preferred

• Must already understand how insurance agencies operate financially

• Strong financial modeling and analytical skills

• Ability to translate financial data into clear business insights

JOB ID: 172575

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Kylee Shimabuku

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Additional Information

At Goodwin Recruiting, our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, color, marital or family status, national origin, disability, religion, veteran status, sexual orientation, gender identity has no bearing on whether they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We work hard to identify a broad slate of candidates for each of our clients, with many hiring success stories to share.

Kalyn joined Goodwin Recruiting with over a decade of experience in operations, leadership, and hospitality management. She’s known for her values-driven approach, strong team-building skills, and commitment to excellence. Kalyn’s experience across industries - ranging from medical and construction to hospitality and finance - has made her highly effective in full-cycle recruiting.