Lead Reinsurance Financial Analyst

Overview

A financial services organization is seeking a Lead Financial Analyst to join their Reinsurance team. This role focuses on administering reinsurance treaties and reporting, with an emphasis on process improvements and automation.

Responsibilities

• Administer reinsurance agreements, including preparing and compiling settlements and reports.
• Identify and lead process improvements within the reinsurance workstream.
• Analyze current processes and create automation opportunities.
• Maintain the integrity of reinsurance administration systems and data.
• Review and validate reinsurance settlement reports from reinsurers for accuracy and completeness.
• Contribute to financial close cycles by recording journal entries, issuing wires, reviewing operating statements, and providing flux analysis.
• Perform ad-hoc tasks, projects, and analyses with limited supervision.
• Collaborate with various business partners on reinsurance and reporting responsibilities.
• Communicate and liaise with reinsurers and third-party administrators to ensure report quality.
• Deliver clear and concise summaries of analyses tailored to different audiences.
• Participate in internal and external audit testing.
• Ensure compliance with audit standards, maintaining sufficient controls and efficient processes.
• Share technical expertise and mentor junior team members.
• Support team members by reviewing offshore work.
• Manage multiple competing priorities under tight deadlines.
• Work with large and complex Excel files to produce meaningful analysis.
• Perform other duties as assigned.

Requirements

• Bachelor's degree in Finance or Accounting; CPA preferred.
• Minimum 5 years of reinsurance finance experience, preferably with a life insurance focus.
• Experience with administration systems, ledger data, and operating statements.
• Strong understanding of accounting principles, reinsurance operations, and financial reporting.
• Working knowledge of AI tools supporting financial analysis and reporting (e.g., Microsoft Copilot or similar).
• Ability to collaborate with various organizational teams and leadership.

Preferred Qualifications

• Strong analytical skills with attention to detail; self-motivated and able to work independently.
• Ability to balance quantitative and qualitative analysis.
• Excellent oral and written communication skills.
• Knowledge of GAAP and Statutory reporting preferred.
• Familiarity with Oracle financial systems preferred.
• Advanced proficiency in Microsoft Excel and data visualization tools such as Tableau or Power BI.

Compensation & Benefits

• Annual base salary range: $110,000 - $128,000.
• Incentive opportunities including annual cash incentives, sales incentives, and/or long-term incentives based on role and performance.
• Health, dental, vision, and life insurance plans.
• 401(k) savings plan with company matching contributions up to 6%.
• Employer-paid cash balance retirement plan (4%).
• Tuition reimbursement up to $5,250 per year.
• Paid time off including 20 days PTO, nine company holidays, and a flexible Diversity Celebration Day.
• Paid volunteer time: 40 hours per calendar year.

Location

• Remote

Equal Employment Opportunity

This employer provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by law.

Reasonable accommodations are available for qualified individuals with disabilities throughout the application and employment process.