Financial Analyst

About the Role:

A newly launched insurance holding company is looking for a Financial Analyst to support its growing finance function. This role is ideal for someone with accounting or FP&A experience who is ready to dive into complex data processes, business analytics and reinsurance support.

You'll be a key member of the finance team, taking on critical reporting and reconciliation work that enables more strategic analysis and decision-making. This is a highly visible role with strong growth potential.

Key Responsibilities:

Financial Data Preparation & Reconciliation

• Assist with monthly, quarterly, and annual closings for insurance entities and management reporting
• Prepare monthly premium, loss, and commission entries
• Validate claims reporting and escrow account activity
• Prepare reporting schedules and dashboards for senior management and board reporting

Reinsurance Support

• Maintain reinsurance billing and inventory maintenance
• Reconcile reinsurance data inputs and help prepare supporting schedules

Reporting & Analytics Evolution

• Support large data pulls and manipulate raw data into usable insights for finance leadership
• Perform routine data reconciliations and investigate any changes that occur
• Assist with testing of automated systems prior to their release
• Establish new Excel reporting templates as needed

Qualifications:

• Bachelor's degree in Accounting, Finance, or related field
• Several years of experience in accounting, financial analysis, or insurance operations
• Prior exposure to P&C insurance preferred; experience with reinsurance a plus
• Excel familiarity (PivotTables, SUMIFS, VLOOKUP)
• Experience with Microsoft Power BI a plus
• Strong attention to detail, organizational skills, and communication skills