Financial Planning Analyst

• About Evertree Insurance
• Evertree Insurance is a rapidly growing, tech-enabled national independent insurance agency focused on modernizing the personal lines insurance experience. Backed by over $130MM from one of the country’s top private equity firms, Evertree has scaled to over 220 employees across the country. We’re now a top-30 personal lines brokerage, helping clients across the country secure tailored coverage through both retail and embedded distribution channels. Our mission is to deliver exceptional service, smart solutions, and long-term protection powered by innovation.

• About the Role
• We’re looking for an FP&A Analyst to support our financial planning, forecasting, and strategic decision-making by our finance and operational leadership at the Company. You’ll work closely with our Senior Business Analyst in delivering timely, accurate, and actionable financial insights.
• This role partners closely with accounting, operations, and business leaders to analyze performance, build forecasts, and drive data-informed decisions. As a member of our finance team, you will play a supporting role in shaping our financial strategy, supporting business operations, and driving sustainable growth.

• Key Responsibilities
• Financial Planning & Forecasting
• Assist in the annual budget and long-range planning process
• Develop and maintain monthly and quarterly forecasts and pro formas
• Analyze variances between actuals, budget, and prior periods
• Support scenario modeling and sensitivity analysis
• Reporting & Analysis
• Prepare monthly financial reporting packages for leadership
• Build and maintain dashboards and KPI tracking (revenue, EBITDA, margins, etc.)
• Analyze trends in revenue, expenses, and profitability
• Prepare and evaluate insights into production reporting and key components of organic growth including new business, retention, rate/exposure, and timing
• Deliver insights on drivers of business performance
• Business Partnering
• Partner with department leaders to understand financial results and forecasts
• Support operational decision-making with data-driven analysis
• Translate financial data into clear, actionable recommendations
• Data & Systems
• Maintain financial models and planning tools (Excel, NetSuite, Vena)
• Improve reporting automation and data integrity
• Support integration of data across systems (NetSuite, Expensify, Salesforce, Applied EPIC/EZLynx, Bamboo HR)
• Strategic Support
• Assist with M&A analysis, due diligence, and integration modeling
• Support ad hoc analysis for executive leadership and board reporting

Qualifications

• Required
• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 2–4 years of progressive experience in FP&A, corporate finance, or accounting
• Strong financial modeling and Excel skills
• Experience with ERP systems (NetSuite preferred) and BI tools
• Understanding of GAAP and financial statements (P&L, balance sheet, cash flow)
• Strong analytical and problem-solving skills
• Growth mindset and eagerness to learn within a complex, customized environment
• Core Competencies
• Financial modeling & data analysis
• Business acumen
• Communication & storytelling with data
• Attention to detail with big-picture thinking
• Ability to manage multiple priorities in a fast-paced environment
• Nice to Have
• Experience in insurance brokerage or financial services
• Exposure to KPI-driven environments (organic growth, retention, commission revenue)
• Familiarity with tools like Power BI, Vena, or similar data tools
• Compensation & Benefits
• Competitive base salary with a 10% yearly bonus
• Equity opportunity in a high-growth, PE-backed company
• Full health, dental, and vision coverage
• Generous PTO and a remote position