Financial Analyst (Hybrid to the New Hartford, NY office)

The Company

At Utica National Insurance Group, 1,400 employees countrywide embody our corporate promise to make people feel secure, appreciated, and respected. We are an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier operating across the Eastern United States. Based in Central New York, we have regional offices in NYC, Dallas, and Charlotte. Our mission is to meet the needs of our policyholders, agents, and employees, driving sustainable profitable growth in a competitive market. Since 1928, we have been selling our products through more than 2,200 independent insurance agents, who provide valuable insight and resources to their clients. As the second-largest insurer of Agents' Errors and Omissions (E&O) business, we cover many of these agents who work with our policyholders. Our purpose is to make people feel secure, appreciated, and respected, and our values define the character of our employees.

About the Role

The Finance Analyst works closely with the Controller and Finance leadership to support accurate financial reporting, variance analysis, and monthly close activities. This role is responsible for preparing comprehensive monthly financial statements, analyzing actual results versus expectations and trends, and delivering clear insights to support management decision-making. The position also assists with financial modeling for capital investments and other strategic initiatives while ensuring compliance with corporate policies and procedures.

Essential Functions

• Work directly with the Controller to perform variance analysis, and financial/accounting reporting.
• Aid the Finance and Accounting functions with monthly closes and reporting.
• Analyze actual results for both P&L and Income Statement versus expectations and trends.
• Prepare monthly reporting package including Profit and Loss, Balance Sheet, and Statement of Cash Flows, along with related variance analysis.
• Help build financial models to evaluate investment decisions (capital expenditures, etc.) and Investment results.
• Perform other duties as assigned.
• Conform with all corporate policies and procedures.

What You Will Need

• Education: Bachelor's Degree preferred.

Benefits

• Medical and Prescription Drug Benefit
• Dental Benefit
• Vision Benefit
• Life Insurance and Disability Benefits
• 401(k) Profit Sharing and Investment Plan (Includes annual Company financial contribution and discretionary Profit Sharing contribution based upon annual company financial results)
• Health Savings Account (HSA) and Flexible Spending Accounts
• Tuition Assistance, Training, and Professional Designations
• Company-Paid Family Leave
• Adoption/Surrogacy Assistance Benefit
• Voluntary Benefits - Group Accident Insurance, Hospital Indemnity, Critical Illness, Legal, ID Theft Protection, Pet Insurance
• Student Loan Refinancing Services
• Care.com Membership with Back-up Care, Senior Solutions
• Business Travel Accident Insurance
• Matching Gifts program
• Paid Volunteer Day
• Employee Referral Award Program
• Wellness programs
• Personal Insurance Discount

Additional Information

This position is a full time salaried, exempt (non overtime eligible) position. As part of our hiring process, candidates who have accepted a formal offer must be willing to undergo a comprehensive background check and drug screen; additional screening for credit or MVR may be required for some positions.

Utica National is an Equal Opportunity Employer.