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 analyses and provide consultation based on 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.
• Minimum of 4 years of related experience.
• Proficiency with software programs such as Excel and strong mathematical calculation skills.
• Strong PC and Microsoft Office application skills, including Word and Excel.
• Basic understanding of insurance concepts.
• Excellent oral and written communication skills.

Preferred Qualifications

• Minimum of 3 years of relevant experience.
• Financial accounting or related experience.
• Willingness to travel 4-6 times per year for client-facing or internal meetings.
• Experience in client-facing roles.
• Experience with Power BI.
• Prior experience with SQL Server or willingness to learn.
• Strong analytical and problem-solving skills.
• Strong attention to detail and accuracy.
• Ability to work independently and collaboratively in a team environment.
• Basic understanding of data reporting or willingness to learn.

Compensation & Benefits

• Competitive compensation.
• Comprehensive benefits programs designed to support well-being.
• Career development opportunities and ongoing learning.
• Collaborative, people-first culture with accessible leadership.
• Opportunity to perform meaningful work with global reach and local impact.

Location

Not specified.