Financial Analyst – Insurance Brokerage

The Rogan Group The Rogan Group

Risk & Insurance Management Recruiting

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a national insurance retail agency in identifying a Financial Analyst for their M&A unit.

Client Profile:

  • Founded in 2019
  • High growth firm
  • 35+ Agency partners and over 800 associates
  • Partner agencies are both commercial, EB, and full services
  • Offices in 32 states

Position Outline:

  • Perform financial analysis and maintain dialogue with prospective agency partners to ensure a successful evaluation.
  • Develop investment deliverables to be presented to the Company’s executive team
  • Assist in the due diligence process including coordination and communication across various Company functional workstreams, identifying and deciphering information and insights to senior management.
  • Assess the sustainability and quality of earnings and achievability of the future earnings of prospective partners.
  • Assist in the identification and/or development of efficiencies across our platform in evaluating prospective partners
  • Continuous improvement and development of various approaches and tools utilized in the M&A process.


  • Bachelor’s degree in accounting and/or finance.
  • 2-5+ years of experience in transaction advisory, financial due diligence or audit (insurance or financial services sector preferred).
  • Insurance industry experience is a plus but not required.
  • Self-motivated and has a strong professional presence.
  • Organized with strong attention to detail while being able to manage multiple engagements at the same time
  • High proficiency with technology; Microsoft Excel, Power Point and Word
  • Strong written communication skills
  • Comfort working in a remote setting

To discuss this position further, please contact:

Paul Neir, SW Regional VP, at 817-577-4000 or email

The Rogan Group, Inc. – is an Executive Search firm that specializes in the Insurance Industry. With offices in Arizona, California and Maryland we are able to conduct projects on a Local, Regional & National basis. This work covers both the P&C and L&H sides of the business. To review all of our insurance job openings, please visit our website at

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