Financial Analyst

Primary Job Responsibilities

• Analyze financial statements, accounting records, and operational data to identify trends, variances, and key findings
• Organize and summarize large amounts of data in a clear and concise manner
• Assist in reviewing claim-related financial information and supporting documentation
• Prepare spreadsheets, summaries, and reports using Excel and other internal systems
• Support the preparation of financial projections and loss calculations as needed
• Assist with ad-hoc financial analysis projects and reporting requests

Reporting & Communication

• Communicate findings verbally and in written form with clarity and professionalism
• Absorb and prepare client-facing reports and supporting schedules
• Ensure accuracy, completeness, and consistency in all work products
• Collaborate effectively with team members and leadership on assignments and project deadlines

Process & Team Support

• Maintain organized workpapers, documentation, and electronic files
• Demonstrate strong time management and prioritization skills in a fast-paced environment
• Show flexibility and willingness to support evolving business needs and deadlines

REQUIRED EDUCATION & EXPERIENCE:

• Bachelor’s degree – Preferred degree in Accounting, Finance, Business, or related field
• 1–3 years of experience in the Insurance Industry
• Strong proficiency in Microsoft Excel required
• Experience working with financial statements, accounting data, or operational reporting preferred
• Strong analytical, organizational, and problem-solving skills
• Able to manage multiple assignments and meet deadlines

DESIRED KNOWLEDGE, SKILLS & ABILITIES:

• Positive attitude with strong energy and willingness to learn
• Detail-oriented with strong organizational skills
• Effective written and verbal communication skills
• Able to work independently and as part of a collaborative team
• Comfortable working with large datasets and performing detailed analysis
• Strong sense of accountability and follow-through
• Professional demeanor and adaptability in a dynamic environment