Senior Financial Analyst

Job Description

The Senior Financial Analyst plays a key role within the Cotality Insurance Solutions Finance team, supporting financial reporting, forecasting, and decision support through accurate, timely, and insight-driven analysis.

• Analyze monthly financial variances and review key performance indicators to ensure the integrity of financial reporting for the Insurance Solutions segment.
• Execute quarterly forecasting and annual budgeting activities to provide leadership with a clear view of financial trajectories.
• Provide detailed insight into monthly revenue trends and collaborate with finance colleagues to improve the accuracy of revenue reporting.
• Leverage advanced tools such as Power BI, Microsoft Fabric, and Power Query to integrate diverse datasets that translate complex financial data into cohesive datasets.
• Build and maintain advanced data visualizations using Power BI (or similar tool) to transform financial data into clear business insights.
• Utilize Microsoft Fabric and Power Query to integrate diverse datasets.
• Help prepare financial models and reporting structures that support the evolving needs of our business partnerships.
• Partner across multiple departments to ensure the timely and accurate submission of all required financial information.
• Establish regular communication and alignment with marketing, product, and sales teams regarding company priorities and revenue expectations.
• Compile supplemental financial materials and presentations to support executive leaders in making strategic decisions.
• Help prepare ad hoc reporting requests and high-priority special projects.

Job Qualifications

• Bachelor’s degree in Finance, Accounting, or Economics required; Master’s degree preferred.
• Minimum of 5 years of experience in financial planning, budgeting/forecasting, Public Accounting experience a plus.
• Strong written and verbal communications skills, including an ability to influence people to move toward collective organizational goals, effectively communicate financial results both verbally and through reports, and make informative presentations to leadership.
• Proven track record of independent development of analytical tools and methodologies.
• Established track record on process simplification and automation.
• Ability to manage multiple projects on concurrent basis by demonstrating ability to meet deadlines.
• Advanced knowledge and ability to use Microsoft Excel, Power Query, Microsoft Fabric and Power BI to prepare business and financial modeling.
• Research and analyze data, and convert data into business insight.

Core Deliveries and Responsibilities

See above Job Description section.

Annual Pay Range

$77,700 - $95,000 USD