Sr. Financial Analyst
About The Position
This role is part of the Finance team supporting Trean’s Insurance and Other Operations and provides a range of financial planning and analysis. This role is responsible for supporting financial planning, reporting, and strategic decision-making via thorough analysis of all financials in partnership with the finance team and other departments (as needed) to inform strategy and drive results. This role will play a key part in budgeting, forecasting, financial modeling, and performance analysis, with a focus on insurance-specific metrics such as loss ratios, underwriting performance, and reserve trends.
Requirements
- Bachelor’s degree in finance, economics, mathematics, or related field
- 7+ years of financial analysis and budgeting experience, preferably within insurance or financial services
- Expert-level proficiency in Microsoft Excel with the ability to extract raw data, manipulate, and format into impactful models and dashboards that help drive decision-making
- High familiarity with other Microsoft Office suite products, especially PowerPoint
- Experience creating clear high-level presentations, especially for the Board of Directors
- Strong understanding of insurance concepts (e.g., underwriting, claims, reserves, loss ratios)
- Proven ability to optimize processes, manage change initiatives, and execute key strategic projects
- Experience with financial systems and tools (e.g., SAP, Oracle, Hyperion, Power BI, or similar)
- Strong analytical, problem-solving, and communication skills
- Exceptional financial analysis and financial modeling skillset
- Knowledge of GAAP and STAT accounting and reporting in the insurance industry
- Experience working in highly cross-functional teams/organizations
- Excellent oral and written communication skills
- Strong attention to detail, intellectual curiosity, and comfortability working in ambiguous situations.
Nice To Haves
- MBA or CFA
- Experience in financial services and/or insurance industry
- Experience working with actuarial data or collaborating with actuarial teams
- Experience in data visualization and dashboarding tools
Responsibilities
- Responsible for accurate and timely budgeting, forecasting, and financial analysis.
- Assist with long-range planning and scenario analysis.
- Develop and maintain complex financial models to provide senior leadership with guidance and recommendations for strategic planning, change initiatives and overall enterprise profitability.
- Monitor forecast accuracy, understand drivers of variances, and provide insightful commentary & analysis.
- Partner with underwriting, actuarial, and operations teams to evaluate performance drivers and identify opportunities for improvement.
- Prepare monthly and quarterly management reporting packages, including variance analysis and executive summaries.
- Serve as a liaison for the Finance Department, creating collaborative relationships and ensuring alignment with strategic initiatives across the organization.
- Support regulatory and statutory reporting requirements as needed.
- Perform ad-hoc business analyses as needed and clearly articulate findings to senior leadership.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
101-250 employees
