Analyze, interpret, and project quarterly and annual financial plan data for reporting.
Produce monthly budget monitoring report for Budget Committee review, providing detailed expense ratio analysis for all Management Company functions.
Maintain systematic flow of budget requests and budget deviation materials from the Service Centers to Home Office personnel.
Determine current year financial statement impact for all special project submissions, reviewing and monitoring the spending on all approved projects.
Correspond regularly with all Service Center Accounting Managers, Budget Representatives and Home Office Accounting personnel on budget and coding matters as well as accounting entries and procedures.
Handle all technical matters on the Excel version of this program, develop procedures and fields all questions, problems, etc. from Budget Reps.
Prepare and ensure timely compliance of all quarterly and annual reporting requirements.
Requirements
Bachelor’s degree with a major in Actuarial Science, Finance, Statistics, Economics or related field.
At least 1 year of experience in finance, actuarial, pricing or analytical roles involving financial analysis, reporting and forecasting.
Fluency in English
Availability to work according to Pacific Standard Time (PST) time zone.
Preferred Insurance industry experience
Solid analytical and quantitative skills with growing autonomy in financial reporting and modeling.
Strong communication skills to present insights clearly to semi senior and senior stakeholders.
Ability to work collaboratively while progressively taking ownership of deliverables.
Commitment to maintaining a high standard of output, given the role’s visibility to senior management.
Understanding of insurance industry metrics (Premium, Loss Ratio, Expense Ratio, Conversion, Renewal Rates)
Nice to Have.
Interest in automation, data management, or AI applications in finance.