Summary
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Position Summary
The Senior Financial Analyst will join a high-performing FP&A team as the dedicated owner of expense analytics across the organization. This individual will build and maintain a structured pipeline of expense data to support monthly and quarterly budget-to-actual and prior year variance reporting. The role requires close collaboration with corporate and business partners to understand expense activity at the vendor level — including identifying nuances such as reversals, true-ups, and reclassifications that can distort trend analysis. The ideal candidate is detail-oriented, intellectually curious, comfortable asking questions, and capable of becoming fully self-sufficient in meeting recurring deliverables.
Primary Responsibilities
Expense Tracking & Analytics- Own end-to-end tracking of selling and operating expenses, producing a structured data pipeline to support monthly and quarterly variance commentary versus budget and prior year
- Identify anomalies in expense trends — including reversals, true-ups, accruals, and reclassifications — and clearly communicate their impact to FP&A leadership
- Perform variance analysis and articulate key drivers of expense change to senior leadership and business partners
NetSuite & Data Management- Become the FP&A team's go-to resource in NetSuite, running journal queries and entries to understand expense activity at the vendor level and validate data accuracy
- Develop repeatable, efficient processes for extracting, organizing, and reconciling expense data each month
Stakeholder Collaboration- Partner with corporate/business unit contacts to understand the timing and nature of expense activity and ensure accurate reflection in financial reporting
- Proactively surface issues and communicate findings to FP&A leadership with context and clarity
Budget Process- Contribute to the annual budget process by collaborating with corporate partners to consolidate large vendor-level detail and calculate residual expense activity not captured in vendor-specific line items
- Support budget-to-actual reconciliation and reforecast processes throughout the year
Qualifications- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- 1–4 years of finance, accounting, or FP&A experience; exposure to expense analysis or cost accounting is a plus
- Proficiency in Excel, including pivot tables and advanced formulas (SUMIFS, XLOOKUP, INDEX/MATCH); strong willingness to rapidly develop further
- Ability to identify and explain nuances in financial data — reversals, accruals, true-ups, reclassifications — and assess their impact on reported trends
- Strong organizational skills with the ability to manage recurring deliverables and meet deadlines independently
- Self-motivated and growth-oriented, with genuine interest in building FP&A expertise within a fast-growing organization
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.
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