Financial Analyst

Working at Goosehead

We've worked hard to earn the trust of our clients, so we're more than a bit selective when it comes to hiring new people. If you think you have what it takes to grow with our company, we would love to meet you.

About Goosehead

Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions so, we're more than just a bit selective when it comes to hiring new team members.

Job Summary

Goosehead Insurance is seeking a detail-oriented and analytical Financial Analyst to join our dynamic finance team. The ideal candidate will be responsible for conducting financial analysis, preparing management reporting, and providing insights to support strategic decision-making. This role requires strong analytical skills, attention to detail, and the ability to work collaboratively in a fast-paced environment.

Key Responsibilities

• Financial Analysis: Conduct comprehensive financial analysis to support business decisions, identify trends, and make recommendations for cost optimization and revenue growth. Analyze key performance indicators (KPIs) and provide actionable insights to improve overall company performance.
• Reporting: Collaborate with department heads to prepare and deliver periodic management reporting, including detailed budget to actual variance analysis, profitability assessments, and financial projections.
• Budgeting and Forecasting: Collaborate with department heads to establish and manage the budgeting process, ensuring accurate and timely submission of budget inputs. Perform ongoing forecasting and variance analysis to provide insights into financial performance.
• Data Management: Collect, organize, and interpret financial data from various sources, ensuring data accuracy and integrity. Develop and maintain financial reports, dashboards, and key metrics to track financial performance against goals.Process Improvement: Identify opportunities to enhance financial planning processes, tools, and systems. Drive process improvements to increase efficiency, accuracy, and quality of financial analysis.

Experience and Education

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• MBA or advanced professional certification (CFA, CPA) is a plus.
• 2+ years of experience in financial analysis, accounting, or a related field.

Required Skills and Abilities

• Proficiency in financial modeling, Microsoft Excel, and financial software including SQL. Proficiency with data visualization tools (e.g., Tableau, Power BI) is also required.
• Strong analytical and problem-solving skills with the ability to interpret complex financial data.
• Highly organized with the ability to perform multiple tasks and meet agreed upon deadlines.
• Excellent written and verbal communication skills. Ability to communicate effectively with executives.
• High level of accuracy and attention to detail in financial analysis and reporting.
• Team Player: Ability to work collaboratively within a team and across departments.

Benefits Summary

• High quality voluntary health, vision, disability, life, and dental insurance programs
• 401K Matching Plan
• Employee Stock Purchase Plan
• Paid holidays, vacation, and sick leave
• Corporate sponsored programs to enhance employee physical, financial, mental and emotional wellness
• Financial Solution Program

Equal Employment Opportunity:

Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!