Financial Analyst

Overview

This role involves supporting various finance functions, including close collaboration with the accounting team, managing vendor invoices and payments, monitoring and reconciling bank account activity, and assisting with the monthly financial close process. The Financial Analyst will also support other departments by researching and responding to customer and agent inquiries. Attention to detail and a willingness to learn how daily operations impact the organization's financial performance are essential.

Responsibilities

• Build and maintain financial and non-financial (Business KPI) reporting
• Utilize the data warehouse to extract and analyze data (SQL experience preferred)
• Develop reports using BI tools such as Tableau, Pyramid, PowerBI, and Microsoft Excel
• Provide support to internal stakeholders across the organization
• Perform other related ad-hoc duties as assigned

Requirements

• Detail oriented with strong analytical and problem-solving skills
• Knowledge of the three financial statements and accounting principles
• Advanced to intermediate skills in Microsoft Excel
• Excellent interpersonal, written, and verbal communication skills
• Ability to establish rapport, credibility, trust, and positive relationships across departments
• Proficient in planning and prioritizing work activities effectively
• Comfortable working with technology platforms, including Microsoft Office Suite
• Understanding of insurance products, policies, and services
• Strong customer service skills

Education and Experience

• Bachelor’s degree in a related field or equivalent experience
• Minimum of 2 years’ experience in an analyst or related role
• At least 1 year of experience in property and casualty insurance

Preferred Qualifications

• Experience with BI tools such as Tableau, Pyramid, or PowerBI
• Beginner to intermediate SQL skills
• Experience with Guidewire or other modern policy administration systems
• Familiarity with technology platforms such as FIS/EAS general ledger system, Britecore, Process One, Tipalti

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer

Compensation

• Starting salary of $75,000 annually, with final offer based on candidate’s skills, experience, and abilities

Equal Employment Opportunity

The organization is committed to equal employment opportunities and complies with all applicable federal, state, and local laws and regulations.