Financial Analyst Jobs

About The Position

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.