Why Jencap? We are one of the largest wholesale insurance intermediaries in the United States with expertise in wholesale brokerage, binding authority, and program management. The common thread woven throughout our success story is our collaborative and driven team of people. Our teams are empowered and work together to find solutions. We have a passion culture – with teamwork, collaboration and a focus on growing individuals and giving them the tools & development opportunities to have a successful career.
The Financial Analyst will play a key role within the FP&A team, supporting the organization with high‑quality reporting, financial analysis, and insights that drive decision‑making. This role will support revenue analytics, segment profitability, expense analysis, forecasting, annual planning, and executive‑level presentations. The analyst will collaborate across business units to provide clear, actionable financial guidance and support strategic initiatives.
Key Responsibilities
- Prepare, automate, and distribute recurring financial reports and dashboards.
- Provide analytical and reporting support to various business units and functions, helping them understand performance and achieve financial goals.
- Analyze historical and current trends in key performance indicators, including revenue, expenses, profitability, and productivity metrics.
- Investigate variances and develop insights that help leadership understand business drivers.
- Support the forecasting and budgeting cycles, contributing to enhancements in planning models and reporting processes.
- Help create clear, compelling presentations for senior leadership summarizing financial results and forward-looking projections.
- Partner with cross-functional teams on ad hoc analysis, business cases, and other strategic initiatives.
- Continuously identify and implement opportunities to improve reporting efficiency, data accuracy, and analytical tools.
Knowledge, Skills, and Abilities
- Strong analytical and quantitative skills with the ability to translate data into insights and recommendations.
- Excellent time management and ability to prioritize multiple deadlines in a fast-paced environment.
- Strong written and verbal communication skills with the ability to convey complex financial concepts clearly.
- High attention to detail and commitment to accuracy.
- Ability to apply critical thinking to solve business problems and support informed decision‑
- Advanced proficiency in Microsoft Excel and PowerPoint; experience with business intelligence tools and financial systems (Oracle) software preferred.
Education & Experience
- Minimum 3 years of experience as a financial, business, or data analyst.
- Bachelor’s degree in Accounting, Finance, Economics, or a quantitative field preferred.
The base salary offered for the successful candidate will be based on compensable factors such as job-relevant education, job-relevant experience, training, licensure, demonstrated competencies, geographic location, and other factors. Discretionary incentive compensation may be awarded. Jencap also offers a range of benefits and programs, based on eligibility, which currently include but are not limited to; comprehensive health care coverage, a 401k plan, and tuition reimbursement. Jencap is an emerging and rapidly growing leader in the industry and as such, we approach talent acquisition as an opportunity to identify the best talent. Therefore, the level of the role and compensation may vary depending upon the best available candidate.
Want the opportunity to build something new? Expand your knowledge and stretch your experience through new and emerging risks? Have your voice heard, your skills properly applied, and to add tangible value to an organization? You’re in the right place.
Jencap is dynamic, bold, tenacious, and trusted in the industry. Here, you are not just one of the many, you are one of us. We truly are better together.
Jencap is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin or citizenship status, sexual orientation, gender identity or expression, pregnancy, marital or familial status, disability status, medical condition, genetic information, military or veteran status, political affiliation, or any other characteristic protected by law. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard, as we believe that that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
Top Skills
What We Do
Jencap comprises ten industry-leading insurance brands that provide unique specialization, unparalleled market access, and nationwide influence. Encompassing expertise from every corner of the industry, Jencap is the ultimate, award-winning insurance family.
