Financial Analyst

Location: Remote (Orlando, FL based client)

Employment Type: Direct Hire

Salary: $82,000–112,000

About the Role

This position is responsible for conducting in-depth analysis of client-reported electronic data to ensure it is accurate and timely in accordance with treaty guidelines. The role requires a blend of reinsurance knowledge, financial analysis, and data-driven problem-solving. Operating with minimal daily direction from a manager is expected.

Responsibilities

• Develop an understanding of reinsurance treaty structures, terms, and guidelines to determine operational expectations.
• Conduct detailed analysis of client-reported data to validate accuracy against treaty requirements.
• Independently investigate reporting inconsistencies or errors and liaise directly with clients to understand and resolve data discrepancies.
• Calculate and analyze Experience Refunds and Loss Carryforwards to ensure alignment with treaty provisions.
• Accurately record details of all client reporting across multiple business systems and analyze trend reports for reasonability.
• Communicate actual or potential financial impacts and business risks to stakeholders across finance, actuarial, and operations teams.
• Prepare and analyze quarterly Statutory, IFRS, and Solvency II financial reports for assigned reinsurance treaties.
• Prepare detailed financial workpapers, schedules, and supporting documentation for internal and external auditors.
• Independently analyze and identify client reporting inconsistencies to implement corrections and propose procedures to improve processing inefficiencies.

Requirements

• College degree from an accredited institution in Accounting, Finance, Business, or a related field.
• Minimum of 5 years of experience in Life, Health, or Property & Casualty (re)insurance, with a background in reinsurance accounting, financial close cycles, or financial analysis.
• Advanced business knowledge of (re)insurance concepts.

Skills

• Advanced Microsoft Excel skills, including building models, pivot tables, advanced formulas, and macros.
• Competency using Hyperion Reporting.
• Excellent verbal, written, and interpersonal skills for establishing and maintaining professional client, reinsurer, and internal relationships.
• Strong organizational and analytical skills with attention to detail.

Preferred Qualifications

• Knowledge of Health and Special Risk reinsurance practices and principles.
• Experience with Statutory accounting (STAT), GAAP, and IFRS.
• Ability to conduct quantitative and qualitative analysis with large data sets.
• Knowledge of systems and data structures applicable to (re)insurance operations.
• Industry-relevant professional designations.

Work Environment

This is a remote position. Minimal travel is expected, estimated at less than 5%, which may include approximately one domestic trip per year with an overnight stay for client visits or team meetings.

Benefits

• Medical, dental, vision, life, and disability insurance plans.
• Employee Stock Purchase Program (ESPP).
• 401K program with company match after 12 months of tenure.
• Health Savings Account (HSA) on the HDHP plan.
• SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions.
• Corporate discount savings program and other discounts.
• On-demand training program and access to certification prep, technical and leadership courses/books/seminars after 6+ months of tenure.
• Certification discounts and perks for associations including CompTIA and IIBA.
• Dedicated customer service team for benefits and resources, plus a certified Career Coach.