Job description
Primary Responsibility:
- Analyze monthly financial results, including KPI’s, and identify/explain trends and changes from Plan/Prior Year, preparing related summaries/ management reports for business leaders and other key stakeholders.
- Provide Monthly Reporting package and communicate results as needed to support VP.
- Develop and Automate models to transform data into meaningful, clear, concise management reporting.
- Assist in developing Plan and Forecast using various models, industry data, and insights from business leaders.
- Develop Key understanding of the Expense and Revenue drivers of the business to be used in various modeling.
- Support business opportunities by collaborating with business leaders and their teams and creating proformas and other adhoc analysis.
- Ability to work primarily independently of the VP
- Contribute to positive work environment by demonstrating cultural expectations and influencing others to reward performance and “can do” attitude.
Required Qualifications:
- Education: Bachelor’s Degree
- Finance, Accounting, and or Business Degree
- Experience 1-2 years of relevant work experience
- Licenses: Not required but recommend insurance licenses including CPCU or Affiliated, P&C licensing etc.
Skills:
- Analyze information and use logic/rationale that connects various concepts
- Utilize effective research and investigative techniques
- Quick Learner in picking up insurance concepts and implementing into analysis
- Understanding of General Accounting (Preference)
- Very good knowledge of Microsoft Office tools especially Excel
Work Environment
- Travel Frequency - beyond above, be able to attend conferences and client meetings: ~10%
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