Associate / Analyst, Strategic Initiatives
About The Position
Ledgebrook is seeking an experienced Associate or Analyst, Strategic Initiatives to join its Product & Data team. The role coordinates with internal and external stakeholders to execute strategic initiatives, lead efforts to launch data tools and insurance programs, and contribute analysis to executive-level presentations. The position partners with leaders across engineering, IT, data excellence, finance, and pricing and analytics to help develop Ledgebrook’s data and technology advantage. The Associate or Analyst identifies and prioritizes cross-functional opportunities and leads project management for initiatives such as data migrations and enhancements, large-scale technology rollouts and change management, and data governance. The role also develops a deep understanding of enterprise-wide strategic initiatives and builds business cases to influence the company’s direction. The posting also lists accounting duties, including financial close processes, journal entries, reconciliations, accounting policies, process improvements, and collaboration with FP&A.
Requirements
- Familiarity with insurance data and key performance metrics.
- Experience building reporting views and dashboards.
- Understanding of or interest in the data strategy of a rapidly scaling specialty insurance platform.
- Strong written and verbal communication skills, including the ability to articulate key updates and influence stakeholders.
- Strong project management and organizational skills, with the ability to move projects forward through ambiguity and on schedule.
- Ability to collaborate and influence stakeholders across the organization.
- Experience preparing executive-level presentations using Microsoft PowerPoint and Excel.
- Prior Property & Casualty insurance experience.
Nice To Haves
- Technical savvy, including familiarity with PowerBI reporting and similar data visualization tools.
Responsibilities
- Coordinate with internal and external stakeholders to execute strategic initiatives.
- Lead strategic efforts to launch new data tools and insurance programs.
- Contribute analysis to executive-level presentations.
- Partner with functional leaders across engineering, IT, data excellence, finance, and pricing and analytics.
- Identify and prioritize cross-functional opportunities.
- Lead project management for initiatives such as data migrations and enhancements, large-scale technology rollouts and change management, and data governance.
- Develop an understanding of enterprise-wide strategic initiatives and build business cases.
- Own monthly, quarterly, and annual financial close processes for assigned insurance entities.
- Ensure accurate and timely recording of journal entries, accruals, estimates, and adjustments related to premiums, commissions, claims, deferred acquisition costs, and other expenses.
- Oversee balance sheet reconciliations, income statement fluctuation analysis, and supporting schedules.
- Develop, implement, and maintain accounting policies, procedures, and documentation.
- Lead accounting process improvement initiatives.
- Collaborate with FP&A on financial forecasts, budget-versus-actual variances, and management reporting.
Benefits
- Full remote flexibility and asynchronous work culture.
- Unlimited PTO and fully paid sick leave.
- Comprehensive medical, dental, and vision coverage, plus HSA and FSA options.
- 401(k).
- Company-paid life insurance and disability coverage.
- Equity incentive program.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
