USI Insurance

The Corporate Senior FP&A Analyst plays a vital role in providing financial planning and analysis to support USI’s strategic objectives. In this position, you will collaborate closely with the CFO, SVP of Finance, Corporate Controllers, and regional finance teams to deliver insights that drive informed business decisions. We are seeking a candidate with strong critical thinking skills, business acumen, and experience in corporate finance within the insurance or financial services sector.

What You'll Do:

• Perform detailed variance analysis to provide actionable insights.
• Monitor performance metrics and identify trends.
• Conduct scenario analysis and ad hoc reporting for strategic initiatives.
• Prepare and present monthly and quarterly reports for CFO, CEO, and Board review.
• Develop dashboards and KPIs to track business performance.
• Support training and development of FP&A team members.
• Partner with operations teams to optimize financial outcomes.
• Collaborate with auditors and compliance teams as needed.
• Integrate AI tools to enhance efficiency and forecasting capabilities.
• Automate reporting processes using Excel and other Microsoft tools.
• Implement best practices in financial analysis.
• Work with business leaders to develop and maintain corporate and managed service forecasts/budgets.
• Partner with field finance teams to resolve data integrity issues and explain variances.

What We're Looking For:

• 4-6 years of finance experience.
• Bachelor’s degree in finance, accounting, or a related field required.
• Exceptional analytical, problem-solving, and communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Advanced Excel skills; experience with financial planning software.
• Familiarity with industry-specific metrics.
• Collaborative mindset and attention to accuracy and confidentiality.

Why USI?
With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. 

Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition 
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. 

Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace
Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
• Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025). 
• Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!