Senior Financial Analyst

About the role

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.

Responsibilities

• Analyze monthly financial variances and review key performance indicators to ensure accurate 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 build and maintain advanced data visualizations that transform complex financial data into clear business insights.
• 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.

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, and public accounting experience a plus.
• Strong written and verbal communications skills, including the 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.
• Advanced knowledge and ability to use Microsoft Excel, Power Query, Microsoft Fabric, and Power BI to prepare business and financial modeling.
• Ability to research and analyze data, and convert data into business insight.

Pay

Annual Pay Range: 77,700 - 95,000 USD

Schedule

Not specified

Benefits

Cotality offers a comprehensive benefits package including:

• Generous PTO and 11 paid holidays, plus well-being and volunteer time off.
• Up to 16 weeks of fully paid parental leave and a baby stipend.
• Multiple medical plan options with mental health and wellness support offerings.
• 401(k) with company match and vesting after one year.
• Recognition Rewards, Referral bonuses, exclusive discounts and more!

Contact

To apply, please submit your resume and cover letter detailing your relevant experience and qualifications. Applications will be reviewed on a rolling basis until the position is filled.