Senior/Lead Financial Analyst

Responsibilities

• Prepare and enhance critical financial and operational reports, analyses, plans, and forecasts in accordance with prescribed procedures.
• Act as a data steward for the teams, obtaining required data for analyses from appropriate internal (e.g., general ledger, loss warehouse) or external sources in a timely, accurate, and efficient manner.
• Perform in-depth variance analyses (e.g., plan vs. actual, prior year, multi-year trends) and identify significant items requiring further investigation to support our underwriting partners.
• Ensure the timeliness, accuracy, and completeness of all reports and analyses by maintaining full documentation of recurring job duties, data sources, and assumptions.
• Partner with a market-facing Excess Casualty underwriting team, providing financial insights that directly support their strategy and goals.
• Identify opportunities for efficiencies and improvements to processes, controls, and technology systems related to the functions being performed.
• Perform follow-up investigations on financial or operational variances and suggest resolutions.
• The actual internal level/grade for this role will depend on the candidate’s overall experience and skill level
• Senior Financial Analyst: $77,300- $109,500. Annual FTO days (Flexible Time Off): 15
• Lead Financial Analyst: $97,000 - $138,000. Annual FTO days (Flexible Time Off): 20
• Bachelor`s degree (Finance or Accounting) required.
• CPA or advanced degree in Accounting, Finance, or Business preferred.
• Senior-Minimum of 3 years of finance experience.
• Lead-Minimum of 5 years of finance experience.
• Must demonstrate attention to detail in a fast-paced work environment and the ability to manage and prioritize multiple projects simultaneously to drive results.
• Communicates well with own team and across organizational boundaries to ensure the successful completion of shared goals.
• Comfortable leading meetings and able to communicate issues and trends to senior management and other groups at the appropriate level of detail.
• Solid understanding of Finance Tools and Analytical Methods.
• Ability to work EST strongly preferred