Associate / Analyst, Strategic Initiatives

Overview

This role supports strategic initiatives for a specialty insurance organization with an AI-enabled approach to risk pricing and underwriting. The Associate or Analyst, Strategic Initiatives will coordinate cross-functional work, help launch new data tools and insurance programs, and contribute analysis for executive-level presentations.

Responsibilities

• Own monthly, quarterly, and annual financial close processes for all assigned insurance entities, ensuring timely and accurate reporting.
• Ensure timely and accurate recording of journal entries, accruals, estimates, and adjustments related to premiums, commissions, claims, deferred acquisition costs, and other expenses.
• Oversee balance sheet reconciliations, income statement fluctuation analysis, and supporting schedules to ensure completeness and accuracy of financials in compliance with applicable accounting standards (US GAAP, NAIC Statutory Accounting Principles, and state regulatory requirements).
• Develop, implement, and maintain accounting policies, procedures, and documentation to support financial reporting and strengthen internal controls.
• Lead accounting process improvement initiatives to enhance efficiency, scalability, and accuracy.
• Collaborate with FP&A on financial forecasts, budget vs. actual variances, and management reporting.
• Coordinate internal and external stakeholders to execute key strategic initiatives.
• Act as a lead project manager on initiatives including data migrations and enhancements, large-scale technology rollouts, change management, and data governance.
• Identify and prioritize cross-functional opportunities.
• Build business cases based on enterprise-wide strategic initiatives to influence the next stage of the organization’s journey.

Requirements

• Familiarity with insurance data and key performance metrics.
• Experience building reporting views and dashboards.
• Understanding of, or interest in, the data strategy of a rapidly scaling specialty insurance platform.
• Technical savvy, including familiarity with Power BI reporting and similar data visualization tools (plus).
• Strong written and verbal communication skills, with the ability to articulate key updates and influence stakeholders.
• Strong project management and organizational skills, with the ability to move projects forward through ambiguity and on schedule.
• Collaborative teammate with the ability to influence stakeholders across the organization.
• Experience preparing executive-level presentations using Microsoft PowerPoint and Excel.
• Prior Property & Casualty insurance experience.

Preferred Qualifications

• Prior experience delivering strategic initiatives related to data tools and insurance programs.

Compensation & Benefits

Compensation

• Base salary range: $90,000 - $120,000 USD
• Participation in an equity incentive program is available for employees in this position.
• Actual compensation may vary based on experience, qualifications, and geographic location.

Benefits

• Full remote flexibility and asynchronous work culture.
• Unlimited PTO and fully paid sick leave.
• Comprehensive health benefits, including medical, dental, and vision coverage, plus HSA and FSA options.
• 401(k), company-paid life insurance, and disability coverage.

Location

• Full remote role.

Work Authorization

For candidates applying from the U.S.: this position is open only to candidates who are authorized to work in the United States without the need for current or future employer-sponsored work authorization. Sponsorship is not available at this time.

Application Notes

Artificial Intelligence (AI) may be used as part of the job application process to support evaluation. Hiring decisions are made by human recruiters. If you need a reasonable accommodation or alternative review process due to a disability or other legally protected basis, request it through the hiring process; requesting an accommodation will not negatively affect your application.