Financial Analyst - MSI

MSI, part of The Baldwin GroupTampa, FL
Onsite

About The Position

Why MSI? We thrive on solving challenges. As a leading MGA, MSI combines deep underwriting expertise with insurer risk capacity to create specialized insurance solutions that empower distribution partners to meet customers’ unique needs. We have a passion for crafting solutions for the important risks facing individuals and businesses. We offer an expanding suite of products – from fully-digital embedded renters coverage to high-value homeowners insurance to sophisticated commercial coverages, such as cyber liability and habitational property – delivered through agents, brokers, wholesalers and other brand partners. Our partners and customers count on us to deliver exceptional service through a dedicated team that makes rapid resolutions a priority. We simplify the insurance experience through our advanced technology platform that supports every phase of the policy lifecycle. Bring on your challenges and let us show you how we build insurance better.

Requirements

  • Bachelor’s Degree Finance, Accounting, and or Business Degree
  • 2-4 years of relevant work experience
  • Analyze information and use logic/rationale that connects various concepts
  • Utilize effective research and investigative techniques
  • Quick Learner in picking up insurance concepts and implementing into analysis
  • Understanding of General Accounting (Preference)
  • Very good knowledge of Microsoft Office tools especially Excel

Nice To Haves

  • Recommend insurance licenses including CPCU or Affiliated, P&C licensing etc.

Responsibilities

  • Analyze monthly financial results, including KPI’s, and identify/explain trends and changes from Plan/Prior Year, preparing related summaries/ management reports for business leaders and other key stakeholders.
  • Provide Monthly Reporting package and communicate results as needed to support VP.
  • Develop and Automate models to transform data into meaningful, clear, concise management reporting.
  • Assist in developing Plan and Forecast using various models, industry data, and insights from business leaders.
  • Develop Key understanding of the Expense and Revenue drivers of the business to be used in various modeling.
  • Support business opportunities by collaborating with business leaders and their teams and creating proformas and other adhoc analysis.
  • Ability to work primarily independently of the VP
  • Contribute to positive work environment by demonstrating cultural expectations and influencing others to reward performance and “can do” attitude.
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