Assists CFO with special troubleshooting projects.
Prepares financial and business-related analyses and research in areas of financial and expense performance, rate of return, depreciation, working capital, and investments.
Prepares forecast and analyses trends in sales, finance, general business conditions and other related areas.
Assists and provides supervision to other financial analysts. This position works on more complex tasks than that of a financial analyst.
Provides analytical support such as comparative industry data on loss ratios, premiums written and rate filings.
Prepares monthly and quarterly reports, summaries and forecasts for senior management. Assembles data from a variety of sources to prepare the reports.
Develops a thorough understanding of the Company's operation and accounting system.
Prepares and evaluates a variety of financial and operating reports including expense, profitability and forecasting analysis, and analyzing proposed changes.
Calculates the loss and loss adjustment expense reserve and other tables for the Form 10-K and the Annual Report.
Assist senior management in the detail review of the Form 10-K and the Annual Report. Assists in the development of report standards, formats and procedures.
Evaluates data and performs reconciliation to ensure data integrity.
Requirements
Bachelor’s degree required
MBA or CPA preferred
5
7 years of experience
Or equivalent combination of education and/or experience
3+ years experience forecasting and budgeting
Benefits
Competitive compensation
Flexibility to work from anywhere in the United States for most positions
Paid time off (vacation time, sick time, 9 paid Company holidays, volunteer hours)
Incentive bonus programs (potential for holiday bonus, referral bonus, and performance-based bonus)
Medical, dental, vision, life, and pet insurance
401 (k) retirement savings plan with company match
Engaging work environment
Promotional opportunities
Education assistance
Professional and personal development opportunities
Company recognition program
Health and wellbeing resources, including free mental wellbeing therapy/coaching sessions, child and eldercare resources, and more