Finance Manager - Insurance

Hybrid role in Chicago with a private equity-backed insurance platform growing through organic expansion and strategic acquisitions. This high-visibility Finance Manager position partners directly with executive leadership and operating company teams, turning financial data into decision-ready insights for budgeting, forecasting, long-range planning, and transaction support.

In this newly created role, you will help scale FP&A, corporate development, budgeting, forecasting, and M&A activities while working with C-suite and PE stakeholders on topics that drive long-term value creation.

What you’ll do

• Lead the annual budgeting, monthly forecasting, and long-range planning processes across multiple operating companies.
• Build and maintain financial models, scenario analyses, and business cases to support strategic decisions.
• Partner with C-suite executives and business leaders to analyze revenue drivers, operating expenses, capital deployment, headcount planning, and profitability trends.
• Produce executive-level management reporting, KPI dashboards, and board presentations focused on actionable insights.
• Support strategic initiatives through financial analysis, investment evaluations, and scenario planning.
• Evaluate growth initiatives, investments, divestitures, and optimization opportunities using rigorous financial analysis.
• Deliver data-driven recommendations that improve business performance and support long-term value creation.
• Enhance FP&A processes by improving reporting frameworks, analytics, and financial planning tools for efficiency and scalability.
• Collaborate cross-functionally with finance, operations, and executive leadership to drive strategic initiatives.

What you bring

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3-5+ years of experience in corporate finance, FP&A, investment banking, consulting, private equity, accounting, or a related analytical role.
• Advanced Excel and PowerPoint skills, including demonstrated expertise in financial modeling, forecasting, budgeting, and business analysis.
• Experience creating executive presentations, board materials, and data visualizations for senior leadership.
• Strong analytical and quantitative skills with exceptional attention to detail.
• Ability to thrive in a fast-paced, high-growth environment with shifting priorities and ambiguity.
• Excellent written and verbal communication skills with the ability to translate complex financial information into clear business insights.
• Business intelligence and visualization experience with Tableau or Power BI is preferred.
• Property & Casualty insurance, specialty insurance, carrier, MGA, or reinsurance experience is a plus.
• Comfort interacting confidently with senior executives, investors, and cross-functional stakeholders.

Tools you’ll use

Excel, PowerPoint, Tableau, Power BI

Salary: USD 100,000 - 130,000 per year