Senior Financial Data Analyst

Overview

This role supports data analysis efforts related to insurance systems development, including data conversions, data preparation, and maintenance of reference data that supports downstream systems such as the Enterprise Data Warehouse (EDW), Oracle General Ledger, and Ceded Reinsurance platforms.

A key focus is partnering with the Finance team throughout the financial close process—validating that data from source systems is accurately reflected in the EDW, ensuring premium calculations produce expected results, investigating variances, and resolving discrepancies before results are posted to the General Ledger. The position also supports financial reconciliations and helps finalize reporting outcomes.

Responsibilities

• Support the VP of Insurance Enterprise Data to ensure effective and timely development of new and/or enhanced systems/technologies.
• Provide deep technical and business analysis of data so developers can create solutions that enable data-driven decision making.
• Create source-to-target mappings with support from functional business representatives.
• Own the process of user and technical story writing for all work to be delivered.
• Maintain a groomed backlog, ensuring each story includes:
  • a clear, concise description
  • acceptance criteria
  • a developer point estimate
  • an agreed-upon delivery expectation with the business
• Own the process of obtaining business sign off on stories deployed to production and ensure code is released to production on a timely basis, coordinating with developers to support release evidence and documentation.
• Complete business analysis activities and help the development team understand the analysis.
• Support quality assurance efforts for assigned systems/technologies through vendors, system integrators, and internal development teams.
• Design test cases and testing scenarios with QA engineers.
• Document source-to-target reconciliations and track data variances through resolution.
• Support compliance with audit and SOX requirements.
• Manage a prioritized backlog of development requests and user stories, ensuring business requirements are clearly documented and accurately reflect stakeholder needs.
• Partner with developers to clarify requirements, validate completed solutions, and obtain business approval before implementation.
• Partner with the VP, Insurance Enterprise Data to prioritize initiatives across the organization.
• Collaborate with the Project Manager to coordinate releases, communicate changes, and support successful deployment of enhancements into the production environment.

Requirements

• Bachelor’s degree preferred, or an equivalent combination of professional experience.
• 5–7 years of experience in data analysis, business analysis, or financial systems support, ideally within the P&C insurance or reinsurance industry.
• Experience working with data warehouses, general ledger systems, and financial close processes is preferred.
• Strong knowledge of Property and Casualty Insurance, including policy life cycle, policy structure, and core data elements typically captured.
• Experience working with financial data, particularly data feeding the General Ledger and supporting internal and external financial reporting.
• Exposure to the audit process in providing evidence and support for financial controls.
• Thorough understanding of Unearned Premium logic and derivation (including DAC), including validating and correcting logic used for calculation.
• Strong communication skills to bridge finance, IT, and development teams; comfortable speaking with and presenting to senior business leaders about data solutions and challenges.
• Basic SQL skills and ability to read and understand ETL code and logic.
• Strong analytical skills, including triaging data issues and recommending corrective action.
• Ability to multitask and manage multiple projects in a fast-paced environment.
• Experience with various data architectures (ODS, Data Lake, Data Marts, etc.).
• Keen understanding of data transformations using Reference/Master data.
• Exposure to cloud implementations using structured, semi-structured, and unstructured data methods.
• Knowledge of application deployment & test automation products, processes, and best practices to ensure full source-to-target reconciliation.
• Good understanding of Agile development methods and their application to company technology needs.

Compensation & Benefits

• Base salary range: $150,000 to $175,000, commensurate with candidate experience and expectations.
• Performance-based bonus potential.
• Strong health & welfare benefits.
• Retirement plan.
• Competitive time off plans.
• Highly flexible work environment.

Location

• Role location: U.S.
• Office locations across the U.S. include Chicago, IL; Norwalk, CT; West Hartford, CT; Washington, D.C.; Boston, MA; New York, NY; and Atlanta, GA.
• Remote and hybrid work arrangements are supported.