View Our Website View All Jobs

Financial Analyst

Financial Analyst

Who are we?

AP Intego’s mission is simple but powerful: to provide small businesses peace of mind so they can pursue their dreams. We believe that insurance should be something that hums along in the background, providing security for businesses while freeing them to do their own thing—whatever that thing may be.

How do we do this? Equal parts creativity and tech, a dash of chutzpah, and our secret ingredient: fierce customer focus. Every day, our customers blow us away with their energy, imagination, and innovation, and inspire us to be as great as they are. We couldn’t ask for a more vital or vibrant community to serve, and we’re extremely proud to play a part in so many amazing small business journeys.  

With a mission like ours, run-of-the-mill thinking doesn’t cut it. As we’re pushing the boundaries of the insurance industry, we’re looking for people who aren’t afraid to imagine new ways of doing things or to try something that’s never been tried before. That’s why we foster a company culture where we support and empower each other to be creative, innovative, and boldly collaborative. We don’t care who or where a good idea comes from, we just want to give everyone the freedom and tools they need to be great at what they do. Our offices buzz with the energy of a company that’s experiencing tremendous growth—and we’re just getting started.


AP Intego Insurance Group — one of the fastest growing insurance technology companies in the country — is looking for an innovative, bright, motivated and hard-working individual to join our team to help us accomplish our mission of combining insurance know-how, innovative technology and world-class service to delight our customers.  We are committed to providing our employees great pay & benefits, and a chance to contribute meaningfully to a growing company in an exciting industry.

Here’s what you’ll do day to day:

  • Maintain and improve financial planning and reporting models

  • Facilitate the annual multi years and monthly forecast processes

  • Perform financial scenarios analysis to support management's strategic decision making

  • Improve financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management.

  • Analyze Carrier data and report variances

  • Calculate and evaluate monthly policy retention metrics

  • Participates in the design, testing, and implementation of new reports

  • Other duties as assigned

Here’s what we are looking for:

  • Bachelor's degree in Accounting, Finance or a related discipline. 

  • 3+ years experience in financial analysis

  • Analytical skills: the ability to synthesize and organize information for meaningful use and action

  • Advanced knowledge of Excel 

  • Insurance industry experience (P&C), a plus

  • Thrives in a fast-paced, high-energy environment, with an entrepreneurial ownership mentality

  • A humble spirit and unquestionable commitment to ethics

  • Great organizational and interpersonal skills 

  • An excellent communicator who can work well with various groups and levels of the organization


While we firmly believe that culture trumps perks, we are proud to provide a comprehensive benefits package designed to meet your needs:

  • Competitive compensation

  • 10 company-paid holidays

  • Medical, Dental, and Vision insurance

  • Health Savings Account (depending upon your medical plan selection)

  • Basic Term Life insurance

  • Short and Long-Term Disability insurance

  • 401k plan, with matching contributions

  • Employee Assistance Program (EAP)

  • Fitness reimbursement

  • Voluntary supplemental insurance


About AP Intego

AP Intego might not have the sexiest name in insurance (or in any industry, ever, for that matter), but we are well on our way to being a leading agency for small commercial insurance.  We’re a fast-growing insurance tech company trying to dramatically simplify and improve how small businesses get and manage their insurance. We have over 40,000 customers and we’re profitable—something many insurtechs only dream about. Founded in 2006, AP Intego has offices in Waltham, MA, Rochester, NY, Pleasanton, CA and Denver, CO.


Equal Opportunity Employer

AP Intego Insurance Group LLC is an equal opportunity employer; applicants are considered for all roles without regard to race, color, religious creed, gender, gender identity, national origin, citizenship status, age, physical or mental disability, sexual orientation, marital, parental, veteran or military status, unfavorable military discharge, or any other status protected by applicable federal, state or local law.

Read More

Apply for this position

Apply with
Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file