Note: The job is a remote job and is open to candidates in USA. Evertree Insurance is a rapidly growing, tech-enabled national independent insurance agency focused on modernizing the personal lines insurance experience. The FP&A Analyst will support financial planning, forecasting, and strategic decision-making, partnering closely with accounting, operations, and business leaders to analyze performance and drive data-informed decisions.
Responsibilities
- Assist in the annual budget and long-range planning process
- Develop and maintain monthly and quarterly forecasts and pro formas
- Analyze variances between actuals, budget, and prior periods
- Support scenario modeling and sensitivity analysis
- Prepare monthly financial reporting packages for leadership
- Build and maintain dashboards and KPI tracking (revenue, EBITDA, margins, etc.)
- Analyze trends in revenue, expenses, and profitability
- Prepare and evaluate insights into production reporting and key components of organic growth including new business, retention, rate/exposure, and timing
- Deliver insights on drivers of business performance
- Partner with department leaders to understand financial results and forecasts
- Support operational decision-making with data-driven analysis
- Translate financial data into clear, actionable recommendations
- Maintain financial models and planning tools (Excel, NetSuite, Vena)
- Improve reporting automation and data integrity
- Support integration of data across systems (NetSuite, Expensify, Salesforce, Applied EPIC/EZLynx, Bamboo HR)
- Assist with M&A analysis, due diligence, and integration modeling
- Support ad hoc analysis for executive leadership and board reporting
Skills
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 2–4 years of progressive experience in FP&A, corporate finance, or accounting
- Strong financial modeling and Excel skills
- Experience with ERP systems (NetSuite preferred) and BI tools
- Understanding of GAAP and financial statements (P&L, balance sheet, cash flow)
- Strong analytical and problem-solving skills
- Growth mindset and eagerness to learn within a complex, customized environment
- Experience in insurance brokerage or financial services
- Exposure to KPI-driven environments (organic growth, retention, commission revenue)
- Familiarity with tools like Power BI, Vena, or similar data tools
Benefits
- Competitive base salary with a 10% yearly bonus
- Equity opportunity in a high-growth, PE-backed company
- Full health, dental, and vision coverage
- Generous PTO and a remote position
Company Overview