Financial Analyst
Peak6
Accounting & Finance, IT
Chicago, IL, USA
USD 76k-95k / year
Posted on Dec 17, 2025
Who We Are.
At We Insure Group, we are passionate, driven, and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each client’s unique needs, ensuring they feel confident and supported in every decision.
As both a franchise platform and direct insurance provider, We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results.
What sets us apart? We’re data-driven for better value and people led for better service. Our purpose is rooted in clarity, guidance, and long-term trust helping individuals and business owners make informed choices about their insurance coverage. We're building something meaningful and looking for purpose-driven individuals to help lead the way.
We Insure is building a lean, high‑leverage finance organization to power both organic growth and mergers and acquisitions.
As a Financial Analyst, you will connect business performance to financial outcomes, delivering data driven insights that guide strategy and growth. You’ll support FP&A reporting, build ROI models, and partner with leaders to evaluate new initiatives and improve profitability.
Key Responsibilities
Financial Planning & Analysis
- Prepare monthly and quarterly reports with variance analysis and key insights.
- Maintain budgets, forecasts, and dashboards linking operations to financial metrics.
- Support annual planning and business reviews with recommendations.
ROI & Decision Support
- Build financial models for new products, initiatives, and investments.
- Provide analysis that supports capital allocation and business priorities.
Data Analysis & Reporting
- Analyze revenue, cost, and performance data to identify trends and opportunities.
- Create visual reports and concise summaries for leadership.
Scenario Modeling & Risk Analysis
- Develop what-if models to test assumptions and evaluate risks.
- Quantify impacts of sales performance, costs, and market changes.
Process Improvement & Systems
- Streamline reporting and automate recurring analysis.
- Support optimization of tools like NetSuite or Adaptive Insights.
Cross-Functional Partnership
- Collaborate with Sales, Marketing, Operations, and Technology teams.
- Provide ad hoc analysis for strategic and operational initiatives.
Qualifications
Required
- Bachelor’s degree in Finance, Accounting, Economics, or related field.
- 2–3 years of experience in FP&A, corporate finance, or a similar analytical role.
- Advanced Excel and strong financial modeling skills.
- Excellent communication and presentation abilities.
Preferred
- Experience with ERP or planning tools (NetSuite, Adaptive Insights).
- Familiarity with SQL, Python, Tableau, or Power BI.
- Background in insurance or financial services.
Our Values. The We Way.
At We Insure, Group our values shape how we work, how we lead, and how we grow—together. They’re more than just words—they guide every interaction, every decision, and every customer experience.
We Way Reflects Our Commitment to.
We personalize protection at a price you can trust
We hustle to find opportunity
We care authentically
We thrive in ambiguity
We own our results
We have fun along the way
And—we’re just getting started
Our Total Rewards.
Medical, Dental, Vision, Life, Pet; Flexible Spending Account
Competitive Salaries
401K Match
Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave
Short and Long-Term Disability
Employee Support Programs, Including Mental Health
Tuition Reimbursement
Matching Charitable Gift Program
Lucrative Referral Program
This position is not able to be performed in California, Colorado, New York or Washington.
EEO
We Insure Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
Disability
We Insure Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.
Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.
Base Salary Range:
$76,000-$95,000