Insurance Financial Analyst

United States | Full-time | Fully remote


Agentero is looking for a Financial Analyst.


We are looking for an entrepreneurial-minded, high energy and positive person whose primary responsibilities include processing commissions, analyzing results, developing tools to drive insights or improve processes, work with management on building and maintaining financial plans.  This role will contribute to the organization’s success by driving financial analyses and projects that support ambitious growth. 


This position could be located in either the San Francisco Bay Area or Nashville.  



  • Support commission to Agencies initiatives including:   reconciling and processing commissions, developing incentive programs,  redesigning commission strategy and supporting infrastructure changes 
  • Monthly/quarterly reporting of commissions 
  • Understands the interdependencies of financial systems, recommending and implementing enhancements and planning appropriately for changes.
  • Assist in the design, preparation, evaluation and validation of complex internal and/or external financial and operational reports, both routine and ad-hoc
  • Accountable for tactical production of financial plan in support of the Business plan and forecast for the organization (annual, ongoing and long term).
  • Perform and review analysis and interpretation of trends and variances in business performance, interacting with cross functional peers on a frequent basis. Validate analyses.
  • Collaborates with finance partners and stakeholders

Minimum Qualifications

  • Minimum of 4 years of related experience
  • Bachelor's degree in finance or accounting preferred.
  • General knowledge of Financial Analysis concepts, principles and processes as it relates to Insurance.
  • Similar experience from a insurance carrier or large insurance agency
  • Excellent Google Sheets experience
  • Data utilization skills to access and gather data, including a basic understanding of what the data represents.
  • Ability to present material concisely.