FP&A Analyst

FP&A Analyst Evertree Insurance - 4.5 Virginia Beach, VA Job Details Full-time $100,000 a year 1 day ago Benefits Paid parental leave Health insurance Dental insurance 401(k) Paid time off Parental leave Vision insurance Qualifications Dashboard development Financial planning software Power BI Data visualization software proficiency Financial model construction Financial model development Salesforce Bachelor's degree Attention to detail GAAP Profit & Loss statement Accounting and finance experience Accounting standards Profit and loss analysis Excel data analysis Full Job Description About Evertree Insurance Evertree Insurance is a rapidly growing, tech-enabled national independent insurance agency focused on modernizing the personal lines insurance experience. Backed by over $130MM from one of the country's top private equity firms, Evertree has scaled to over 220 employees across the country. We're now a top-30 personal lines brokerage, helping clients across the country secure tailored coverage through both retail and embedded distribution channels. Our mission is to deliver exceptional service, smart solutions, and long-term protection powered by innovation. About the Role We're looking for an FP&A Analyst to support our financial planning, forecasting, and strategic decision-making by our finance and operational leadership at the Company. You'll work closely with our Senior Business Analyst in delivering timely, accurate, and actionable financial insights. This role partners closely with accounting, operations, and business leaders to analyze performance, build forecasts, and drive data-informed decisions. As a member of our finance team, you will play a supporting role in shaping our financial strategy, supporting business operations, and driving sustainable growth. Key Responsibilities Financial Planning & Forecasting 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 Reporting & 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 Business Partnering 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 Data & Systems 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) Strategic Support Assist with M&A analysis, due diligence, and integration modeling Support ad hoc analysis for executive leadership and board reporting Qualifications Required 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 Core Competencies Financial modeling & data analysis Business acumen Communication & storytelling with data Attention to detail with big-picture thinking Ability to manage multiple priorities in a fast-paced environment Nice to Have 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 Compensation & 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 flexible hybrid work culture

Pay:

$100,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid parental leave Paid time off Vision insurance Application Question(s): Do you have a Bachelor's degree in Finance, Accounting, Economics, or related field?

Experience:

in FP&A, corporate finance, or accounting : 2 years (Required) financial modeling and Excel skills : 2 years (Required)

Work Location:

Hybrid remote in Virginia Beach, VA 23452