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Finance Consultant
CFS
Bradenton, Florida

6 days ago
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Job Description

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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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