Key skills
SQLBudgetingCommunicationNegotiation
About this role
Role Overview
- Lead earned premium analysis, variance to plan, and support premium planning
- Maintain and enhance Anaplan premium planning model
- Support budgeting, expense planning, and expense analysis
- Reconcile and balance accounts related to specific financial area
- Make appropriate recommendations for efficiencies
- Maintain integrity of data in various systems
- Analyze financial data and provide recommendations
- Conduct special studies and lead projects
- Partner effectively with business management
- Communicate issues identified and recommend resolutions
Requirements
- Bachelor's degree or comparable work experience
- CPA, CMA, or CFA certification preferred
- Three to six years comparable work experience
- Strong understanding of the components of multiple financial statements
- Experience navigating change positively
- Mastered solid customer service skills
- Highly motivated individual able to take independent actions
- Strong communication, presentation, and negotiation skills
- Intermediate to advanced Excel Skills
- General ledger systems and reporting tools experience preferred
- SQL, Alteryx, and Anaplan model building experience preferred
- Proficient in Word and PowerPoint
Tech Stack
- SQL
Benefits
- Health, Vision, Dental, Short & Long-Term Disability
- Generous PTO (including paid time to volunteer!)
- Up to 9.5% 401(k) employer contribution
- Mental health support
- Career advancement opportunities
- Student loan repayment options
- Tuition reimbursement
- Flexible work environments