Senior Manager, Strategy and Business Analysis

 About Specialty Program Group:

Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.

About Insureon and the Role:

A pioneer in insurance technology, Insureon operates the largest digital agency for small business insurance.

We place a high value on having fun at work, personal and company integrity and teamwork, and we believe our success is truly a team sport. We foster a service mentality inside and outside our company and our fast-paced team is driven by results and is energetic about servicing our clients.

We believe that our team members know what work location will enable them to do their best work in serving our customers. As an eCommerce workplace, we have prioritized working as virtual-first and offer access to office space in our Chicago location as a resource to work from instead of a daily workplace.

We are looking for an Assistant Director of Strategy and Business Analysis to join our firm. As a member of the Strategy team, this role will report to the SVP of Strategy. This role has been established to build synergy between business units and executive leadership that enable forward looking business decisions based on real time operating metrics/scorecard data. This position will develop and deliver financial and operational reports by translating large datasets into digestible and actionable information using internal reporting, collaborating with team members, evaluating complex information and recommending solutions to guide future organizational decisions and alignment with business objectives.

Insureon was recently announced as a Winner of the Chicagoland Top Workplaces Award (Chicago Tribune) and recognized as a “Best Place to Work in Insurance” (Business Insurance).

Key Accountabilities

Analysis & Modeling

• Works closely with leaders across the organization to support development and preparation of long-term financial and operational models, including revenue and expense forecasting models to improve business planning, and other analysis that drive new initiatives utilizing advanced Excel skills

• Key player in annual financial budgeting, working across operational and financial models

• Owns analysis process from data identification - querying – cleansing – analyzing - reporting key findings

• Adept at financial modeling including sensitivity analysis to quantify varying revenue and expense outcomes of initiatives

• Provides analysis of recent performance and trends including monitoring and development of relevant KPIs, to measure and monitor returns.

• Leveraging findings from analysis, recommends and implements strategic initiatives that simplify and scale the business.

• Organize and manipulate quantitative data to identify and explain trends, problems, and root causes.

Management Reporting

• Work to enhance the management reporting framework that supports the growth of business units, including the design of new reports to provide innovative information to manage the business more effectively utilizing PowerBi

• Develops and maintains financial and operational models with sensitivity analyses around internal and external factors ensure they support overall business objectives

• Ability to interpret varying types of datasets and translate to digestible and actionable end products for senior leaders

• Work with senior leadership, product leaders, and business units to assess, identify, and prioritize performance reporting needs including key metrics.

• Partners with centralized finance team on analysis of key revenue and expense drivers

Requirements & Preferred Skills

• Five (5) years of insurance / finance (FP&A)

• Experience working within a fast-growth enterprise or insurance agency, a plus

• BS in Finance, Accounting, or Economics, MBA preferred

• Experience with insurance processes

• Ability to work across all functions / levels (desk to executive) of the organization

• Comfort with ambiguity and creating framework / solutions to new initiatives

• Be strategic and roll up your sleeves to accomplish w