Financial Data Analyst

Overview

This role supports Financial Planning & Analysis (FP&A) and Internal Audit functions by transforming data into actionable insights that drive financial decision-making, support audit activities, and improve operational visibility. The position requires a detail-oriented individual with strong analytical skills, proficiency in data tools and SQL, and the ability to collaborate across departments to deliver timely and accurate reporting and analysis.

Responsibilities

• Build and maintain financial and non-financial (Business KPI) reporting and data sets for FP&A and Internal Audit teams
• Query and transform data from data warehouses and operational systems using SQL and BI tools to support financial analysis and audit requests
• Partner with FP&A to support budgeting, forecasting, and variance analysis through reliable, well-structured data models and reports
• Support Internal Audit by providing data extracts, performing control-testing analytics, and preparing exception reports to identify anomalies
• Perform other related ad-hoc duties as assigned

Requirements

• Detail oriented with strong analytical and problem-solving skills
• Working knowledge of financial statements and familiarity with FP&A processes (budgeting, forecasting, variance analysis) and/or internal audit concepts (control testing, risk assessment)
• Advanced-Intermediate skills in Microsoft Excel
• Experience with report building tools such as Tableau, Pyramid, or PowerBI
• 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
• Intermediate SQL skills, including writing queries, joins, and aggregations to extract and manipulate data from relational databases
• Ability to manage multiple tasks/projects simultaneously and prioritize appropriately

Education and Experience

• Bachelor’s degree in a related field or equivalent experience
• Minimum of 2 years’ experience in an analyst or related role

Preferred Qualifications

• 1+ years’ experience in property and casualty insurance
• Hands-on experience with BI tools such as Tableau, Pyramid, or PowerBI for dashboard creation and self-service reporting
• Advanced SQL skills and/or knowledge of Python or R for data analysis and automation
• Experience with Guidewire or other modern policy administration systems
• Experience working with various technology platforms, especially general ledger systems, Process One, and Tipalti
• Exposure to internal audit methodologies, SOX compliance, or data governance frameworks
• Understanding of insurance products, policies, and services

Physical Requirements

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

Compensation

• Starting salary of $90,000 annually
• Final offer will consider candidate's skills, experience, and abilities

Location

• Not specified