Job Description
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Why This Finance Consultant Role Is a Great Opportunity
What’s In It for You
Key Responsibilities of the Finance Consultant
Must-Have Qualifications
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Finance Consultant — Insurance Industry
Compensation: Competitive hourly/contract rate depending on experience
Location: Bradenton, FL — Hybrid (4 days onsite, 1 remote)
Employment Type: Consulting Engagement (Full-Time Hours)
Why This Finance Consultant Role Is a Great Opportunity
- High executive visibility with direct interaction and partnership with senior leadership.
- Immediate impact supporting financial strategy following recent organizational changes.
- Consultant will own key financial modeling and forecasting work touching multiple business units.
- Exposure to board-level reporting and strategic presentations.
- Collaborative, approachable team where your expertise will be valued and utilized quickly.
What’s In It for You
- Hybrid schedule with flexibility
- A chance to lead major FP&A initiatives without long-term corporate commitment
- Opportunity to work within a rapidly growing insurance organization
- Ability to shape processes and elevate the finance function during a pivotal growth phase
Key Responsibilities of the Finance Consultant
- Lead financial forecasting, budgeting, and monthly variance analysis to support decision-making
- Build and enhance financial models, including models supporting recent acquisitions
- Prepare presentations and analytical packages used for senior leadership and board discussions
- Deliver customer profitability analysis aligned with emerging product or segment trends
- Identify opportunities for process improvement across finance and operations
- Support transition activities tied to system and reporting enhancements
Must-Have Qualifications
- Strong financial modeling skills and advanced Excel competency
- Prior experience in FP&A, financial analysis, or similar strategic finance roles
- Insurance industry experience required (carrier, brokerage, MGA, TPA, reinsurance, or similar)
- Proven ability to work cross-functionally and communicate clearly with leadership
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