Senior Financial Analyst
About The Position
At Artex, we reimagine what risk management can be and we do it with bold thinking, deep expertise, and an unwavering belief in what’s possible. As part of our global team, you’ll help clients navigate complex risks through creative, forward-looking solutions that go beyond the expected. This is a place where innovation is encouraged, ideas are welcomed, and no two days look the same. We’re a community of confidently curious problem-solvers, opportunity seizers, and collaborative thinkers, working together to challenge convention and shape the future of our industry. Here, you’ll be supported to explore your potential, grow your expertise, and make a meaningful impact on a global scale. How you'll make an impact As a Senior Financial Analyst your primary focus will be collaborating with Underwriting, Risk Management, and Accounting teams to manage and oversee the financial operations of group captive insurance companies.
Requirements
- Bachelor's degree and minimum 4 years related experience.
- Strong PC and Microsoft application skills, including Word and Excel.
- Basic understanding of insurance concepts.
- Excellent oral and written communication ability.
Nice To Haves
- Financial accounting or related experience.
- Willing to travel to client facing or internal meetings 4-6 times per year.
- Experience in client-facing roles.
- Advanced proficiency in Excel, with a preferred understanding of Power BI.
- Prior experience with SQL Server or a willingness to learn is an added advantage.
- Strong analytical, problem-solving, and communication skills.
- Strong attention to detail and accuracy.
- Ability to work independently and collaborate in a team environment.
- Basic understanding of data reporting, or willingness to learn.
Responsibilities
- Lead in the financial management of group captive insurance companies.
- Perform financial analysis on behalf of clients, and provide consultation to clients around analytical findings.
- Establish and develop long term relationships with clients and external service providers such as 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 managed by Artex.
- Manage process improvement projects, and also act as an analytical or procedural expert to represent the team on cross-functional process and project deliverables.
- Assist in the formation and management of new group captive insurance companies.
Benefits
- Medical/dental/vision plans, which start from day one!
- Life and accident insurance
- 401(K) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
- Digital mental health services (Talkspace)
- Flexible work hours (availability varies by office and job function)
- Training programs
- Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
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What This Job Offers
Job Type
Full-time
Career Level
Senior
