Overview
A general insurance company and its affiliated general agent are seeking a Financial Analyst to support financial planning, forecasting, and performance analysis. This role offers hands-on experience with core financial processes, interaction with senior stakeholders, and collaboration with cross-functional teams.
Responsibilities
- Analyze historical and current financial data to assess performance and identify key business drivers
- Monitor actual results against budget and forecast, explaining variances and trends
- Support monthly and quarterly forecasting processes including data collection, validation, and consolidation
- Build, maintain, and improve financial models to aid forecasting and business decisions
- Prepare recurring and ad hoc financial reports and presentations for management
- Assist in developing, tracking, and analyzing key performance indicators (KPIs) and benchmarks
- Analyze financial and operational processes to identify risks, trends, and improvement opportunities
- Support tracking and reporting of operating and capital expenditures
- Work with financial systems, databases, and data warehouses to extract, validate, and transform data
- Collaborate with senior FP&A team members and cross-functional stakeholders on planning and analysis initiatives
- Contribute to continuous improvement and automation of financial reporting and planning tools
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Statistics, or related field
- Progress toward CFA, CPA, or an advanced degree preferred
- 1-3 years of financial analysis experience preferred; strong entry-level candidates will be considered
- Property & casualty insurance experience is a plus
- Strong understanding of GAAP and Statutory Accounting Principles (STAT)
- Ability to analyze and interpret financial statements and key performance drivers
- Experience supporting budgeting, forecasting, and variance analysis
- Advanced proficiency in Excel and PowerPoint, including financial modeling and presentation development
- Ability to work with large datasets and perform detailed analytical reviews
- Familiarity with financial systems and planning tools; experience with Workday and Adaptive Planning preferred
- Detail-oriented, dependable, and proactive in identifying issues and recommending solutions
- Strong written and verbal communication skills to clearly explain analyses and results
- Strong organizational skills with ability to manage multiple priorities and deadlines in a fast-paced environment
- Experience supporting state expansion or regulatory-driven initiatives in property & casualty insurance preferred
Compensation & Benefits
- Dependent on plan selected
Equal Opportunity
Employment decisions are made without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation in accordance with federal and state Equal Employment Opportunity/Affirmative Action laws.