Senior Financial Analyst

Overview

This role involves serving as a Senior Financial Analyst focused on the financial management of group captive insurance companies. The position requires collaboration with Underwriting, Risk Management, and Accounting teams to oversee financial operations and provide analytical consultation to clients.

Responsibilities

• Lead financial management activities for group captive insurance companies.
• Perform financial analysis and provide consultation based on analytical findings.
• Establish and maintain long-term relationships with clients and external service providers, including actuaries, tax advisors, auditors, investment managers, bankers, carriers, and TPAs.
• Prepare and present financial materials for Board of Directors meetings of group captive insurance companies.
• Manage process improvement projects and serve as an analytical or procedural expert on cross-functional initiatives.
• Assist in the formation and management of new group captive insurance companies.

Requirements

• Bachelor's degree with a minimum of 4 years of related experience.
• Strong proficiency with PC and Microsoft applications, including Word and Excel.
• Basic understanding of insurance concepts.
• Excellent oral and written communication skills.

Preferred Qualifications

• Experience in financial accounting or related fields.
• Willingness to travel 4-6 times per year for client-facing or internal meetings.
• Experience in client-facing roles.
• Advanced Excel skills; familiarity with Power BI is preferred.
• Prior experience with SQL Server or willingness to learn.
• Strong analytical, problem-solving, and communication abilities.
• High attention to detail and accuracy.
• Ability to work independently and collaboratively within a team.
• Basic understanding of data reporting or willingness to learn.

Compensation and Benefits

The position offers a competitive and comprehensive compensation package. The base salary range reflects the anticipated low and high ends for this role, with actual compensation influenced by factors such as experience, education, geographic location, skill set, and job scope.

Minimum core benefits include:

• Medical, dental, and vision plans starting from day one.
• Life and accident insurance.
• 401(k) and Roth options.
• Tax-advantaged accounts (HSA, FSA).
• Educational expense reimbursement.
• Paid parental leave.

Additional benefits:

• Digital mental health services.
• Flexible work hours (subject to office and job function).
• Training programs.
• Wellness programs including health challenges and digital fitness.
• Charitable matching gift program.

Note: Benefits summary applies to full-time positions; details for other employment types will be provided during the selection process.

Location

[Not specified in the original description]

Equal Employment Opportunity

The organization is committed to providing equal employment opportunities without discrimination based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity or expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other protected characteristic under applicable laws. Reasonable accommodations will be made for qualified individuals with disabilities unless it imposes undue hardship on business operations.