Insurance Lead Financial Reporting Analyst

Berkley • Moorestown, NJ

100d • $110,000 - $130,000

About The Position

The Insurance Lead Financial Reporting Analyst is responsible for delivering high quality financial reporting and analysis that supports strategic decision-making and drives business performance. Lead the monthly, quarterly, and year-end close processes, ensuring accuracy, completeness, and adherence to deadlines. Prepare financial reporting packages for senior management, including variance analysis, KPIs, and trend insights. Develop and maintain complex financial models and dashboards to support forecasting, scenario planning, and strategic initiatives. Conduct in-depth variance analysis between actual results and budget/forecast, identifying key drivers and recommending corrective actions. Partner with business units to provide financial guidance and support for operational and strategic decisions. Perform ROI analysis and maintain a scorecard of capital projects, tracking performance and spend against plan. Responsible for accurate processing of reinsurance cessions and related reconciliations. Prepare and present formalized management reporting and analysis over all reinsurance receivables including aging and collection strategy. Identify and implement process improvements to enhance reporting efficiency, accuracy, and automation. Mentor and guide junior analysts fostering a culture of continuous improvement and analytical excellence. Perform ad-hoc financial analysis and reporting as needed to support executive leadership and cross-functional teams.

Requirements

• Bachelor's degree in Accounting or Finance.
• Minimum of five years of accounting or financial reporting/analysis experience.
• Two years of Insurance accounting experience.
• CPA or MBA is a plus.
• Superior analytical skills and a thorough understanding of GAAP principles.
• Strong sense of urgency and attention to details.
• Ability to effectively set priorities, take accountability, and achieve results.
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
• Capable of building solid working relationships with peers and management.
• Excellent written and verbal communication skills.
• Advanced skills in MS Office Suite.
• SQL Management Studio and spreadsheet modeling skills are a plus.

Nice To Haves

• CPA or MBA.

Responsibilities

• Lead the monthly, quarterly, and year-end close processes, ensuring accuracy, completeness, and adherence to deadlines.
• Prepare financial reporting packages for senior management, including variance analysis, KPIs, and trend insights.
• Develop and maintain complex financial models and dashboards to support forecasting, scenario planning, and strategic initiatives.
• Conduct in-depth variance analysis between actual results and budget/forecast, identifying key drivers and recommending corrective actions.
• Partner with business units to provide financial guidance and support for operational and strategic decisions.
• Perform ROI analysis and maintain a scorecard of capital projects, tracking performance and spend against plan.
• Responsible for accurate processing of reinsurance cessions and related reconciliations.
• Prepare and present formalized management reporting and analysis over all reinsurance receivables including aging and collection strategy.
• Identify and implement process improvements to enhance reporting efficiency, accuracy, and automation.
• Mentor and guide junior analysts fostering a culture of continuous improvement and analytical excellence.
• Perform ad-hoc financial analysis and reporting as needed to support executive leadership and cross-functional teams.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Wellness programs
• Paid Time Off
• 401(k) and Profit-Sharing plans

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Administrative and Support Services
• Education Level: Bachelor's degree