Senior Financial Analyst

Established in 2021, Independence Pet Holdings is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.

We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands. 

Independence Pet Holdings is hiring a Senior Financial Analyst to join our growing finance team.

This is a hybrid role based out of either our Chicago, IL or Oakville, Ontario offices.

About Independence Pet Holdings

Independence Pet Holdings (IPH) is one of North America's largest pet insurance and services organizations. Our family of brands supports more than 2 million pets across the United States and Canada, providing insurance protection, wellness solutions, pet identity services, microchip registration, and other resources that help pets live healthier, safer lives.

Position Overview

As a Senior Financial Analyst, you will play a critical role in supporting financial planning, forecasting, reporting, and business analysis activities across IPH's portfolio of brands and shared service functions. You will partner closely with Finance, Accounting, Operations, and business leaders to deliver actionable insights, improve financial visibility, and support strategic decision-making.

This role is ideal for a highly analytical finance professional who enjoys working in a fast-paced, growth-oriented environment and is motivated by solving complex business challenges through data-driven analysis.

Why This Role Matters

This position serves as a key partner to finance leadership and business stakeholders across the organization. You will help drive planning and forecasting processes, improve reporting capabilities, identify opportunities for operational efficiencies, and provide the financial insights needed to support continued business growth. Your work will directly influence decision-making and help establish scalable processes that support a rapidly expanding organization.

Key Responsibilities

• Financial Planning & Forecasting – Support annual budgeting, long-range planning, and recurring forecasting processes for corporate and shared service functions.

• Financial Analysis & Reporting – Prepare, consolidate, and analyze monthly, quarterly, and annual financial results, delivering accurate reporting and meaningful variance analysis against budget, forecast, and prior year performance.

• Business Partnership – Serve as a key liaison between Corporate FP&A and finance teams across the organization, providing transparency, insights, and decision support to business leaders.

• Expense Management & Cost Analytics – Monitor and analyze operating expenses, identify trends and risks, and support cost management initiatives across shared services organizations.

• Performance Measurement – Develop, maintain, and enhance key performance indicators, dashboards, and reporting tools that improve visibility into business performance and operational efficiency.

• Process Improvement & Automation – Drive continuous improvement initiatives by leveraging technology, automation, and best practices to streamline financial planning and reporting processes.

• Financial Systems & Reporting Tools – Partner in the enhancement and optimization of ERP and EPM platforms, while supporting the development of standardized, scalable reporting solutions.

• Data Governance & Accuracy – Ensure financial information is reliable, timely, and consistent across reporting cycles while maintaining strong controls and governance practices.

• Intercompany & Allocation Support – Support intercompany accounting and allocation methodologies, ensuring accurate reporting and alignment across business units.

• Strategic Insights & Decision Support – Translate complex financial data into clear recommendations that help leadership evaluate opportunities, improve performance, and make informed business decisions.

What We're Looking For

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

• 5+ years of experience in Financial Planning & Analysis, Corporate Finance, Accounting, or related discipline.

• Experience supporting budgeting, forecasting, variance analysis, and management reporting processes.

• Strong analytical and financial modeling capabilities with the ability to interpret complex data and communicate meaningful business insights.

• Proven ability to work independently while managing multiple priorities in a fast-paced environment.

• Experience building strong cross-functional partnerships with finance and non-finance stakeholders.

• Excellent communication and presentation skills with the ability to influence decision-making through data-driven recommendations.

• Strong attention to detail, organizational skills, and commitment to accuracy.

• Advanced Excel skills and proficiency working with financial systems and reporting tools.

• A proactive, solutions-oriented mindset with a passion for continuous improvement.

Preferred Qualifications

• CPA, CMA, MBA, or other relevant professional designations.

• Prior experience with a private equity backed company or within a fast-paced, results-oriented organization experiencing rapid growth and change.

• Strong understanding of U.S. GAAP and corporate financial reporting principles.

• Experience with financial statement consolidations and intercompany allocation processes.

• Experience supporting multiple planning and forecasting cycles within a complex organization.

• Experience with Microsoft Dynamics and enterprise financial systems.

• Experience with EPM solutions, Power BI, and financial reporting automation tools.

• Demonstrated success implementing process improvements and developing scalable reporting solutions.

• Experience in insurance, financial services, or other highly regulated industries is a plus.

All of our jobs come with great benefits including healthcare, parental leave and opportunities for career advancements. Some offerings are dependent upon the location of where you work and can include the following:

• Comprehensive full medical, dental and vision Insurance

• Basic Life Insurance at no cost to the employee

• Company paid short-term and long-term disability

• 12 weeks of 100% paid Parental Leave

• Health Savings Account (HSA)

• Flexible Spending Accounts (FSA)

• Retirement savings plan

• Personal Paid Time Off

• Paid holidays and company-wide Wellness Day off

• Paid time off to volunteer at nonprofit organizations

• Pet friendly office environment

• Commuter Benefits

• Group Pet Insurance

• On the job training and skills development

• Employee Assistance Program (EAP)

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