Sr. Financial Analyst
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WEST CONGRESS INSURANCE SERVICES LLC
Manchester, NH, US
Summary
The Senior Financial Analyst will manage financial planning, budgeting, forecasting, and variance analysis to provide actionable business insights. They will also partner with accounting to ensure accurate reporting and support executive decision-making through financial modeling.
Job Description
Job Details: Job Location: West Congress Insurance Services LLC - Manchester, NH, Salary Range: Undisclosed, ABOUT THE COMPANY
Champlain Insurance Group is a fast-growing, specialty, surplus and excess lines insurance enterprise. Which, through our affiliates, Champlain Specialty Insurance Company, WestCongress Insurance Services LLC, and WestCongress Risk Services LLC, offers primary and excess general liability insurance solutions and claims administration throughout the United States.
Position Summary
We are seeking a highly motivated and analytical Senior Financial Analyst to join our Finance team. This role combines financial planning & analysis with accounting, providing meaningful insight into business performance through budgeting, forecasting, financial modeling, variance analysis, and management reporting. The ideal candidate is a self-starter who enjoys solving complex business problems, has advanced Excel skills, and can effectively partner with leaders across the organization.
Insurance industry experience is preferred but not required.
Key Responsibilities
Prepare monthly financial reporting packages, including detailed variance analysis against budget, forecast, and prior periods.
Develop and maintain financial models to support forecasting, budgeting, strategic initiatives, and business decisions.
Assist in the annual budgeting and quarterly forecasting processes.
Analyze financial and operational trends, identify key drivers, and communicate actionable insights to management.
Partner with accounting during the monthly close process to ensure accurate financial reporting.
Reconcile financial data between accounting and FP&A systems while maintaining data integrity.
Support management reporting, executive presentations, and Board reporting.
Evaluate business performance and provide recommendations to improve profitability and operational efficiency.
Assist with ad hoc financial analysis, special projects, and strategic initiatives.
Continuously improve financial reporting processes through automation and enhanced reporting tools.
Qualifications:
Bachelor's degree in Accounting, Finance, or related field.
5+ years of progressive experience in FP&A, accounting, or corporate finance.
Strong understanding of financial statements and accounting principles.
Financial modeling experience strongly preferred.
Advanced Microsoft Excel skills, including complex formulas, PivotTables, Power Query, and financial modeling.
Experience with budgeting and forecasting processes.
Excellent analytical and problem-solving skills with strong attention to detail.
Ability to manage multiple priorities while meeting deadlines.
Strong written and verbal communication skills.
Self-motivated with the ability to work independently and collaboratively across departments.
Preferred Qualifications
Insurance industry experience (Property & Casualty, MGA, or broader insurance operations) is a plus.
Experience with ERP systems such as Microsoft Dynamics 365 or similar platforms.
Experience with Power BI or other business intelligence tools is a plus.
Key Competencies
Financial Analysis
Variance Analysis
Financial Modeling
Budgeting & Forecasting
Accounting Knowledge
Advanced Excel
Critical Thinking
Process Improvement
Champlain Insurance Group is a general liability and excess insurance enterprise. Through our affiliates, Champlain Specialty Insurance Company, WestCongress Insurance Services LLC, and WestCongress Risk Services LLC, we provide general liability and excess insurance solutions and claims administration throughout the United States.
Our product offerings target small and middle market risks within niche segments, initially in the security, artisan contractor, and energy industries. With access to a vast network of wholesale brokers, our affiliate groups offer unparalleled experience in underwriting, claims administration, risk evaluation, and structuring - all designed to meet the responsive needs of the insureds.
For more information, please visit our website, www.champlaingroup.com.
AM Best Ratings:
- Financial Strength: A- (Excellent), VII
- Long-term Issuer Credit: a- (Excellent)
NAIC: 16834
California License #0L83706
Company size
51-200 employees
Industry
Insurance
Org type
Privately Held
Headquarters
Manchester, New Hampshire
Champlain Insurance Group is a general liability and excess insurance enterprise. Through our affiliates, Champlain Specialty Insurance Company, WestCongress Insurance Services LLC, and WestCongress Risk Services LLC, we provide general liability and excess insurance solutions and claims administration throughout the United States.
Our product offerings target small and middle market risks within niche segments, initially in the security, artisan contractor, and energy industries. With access to a vast network of wholesale brokers, our affiliate groups offer unparalleled experience in underwriting, claims administration, risk evaluation, and structuring - all designed to meet the responsive needs of the insureds.
For more information, please visit our website, www.champlaingroup.com.
AM Best Ratings:
- Financial Strength: A- (Excellent), VII
- Long-term Issuer Credit: a- (Excellent)
NAIC: 16834
California License #0L83706
Company size
51-200 employees
Industry
Insurance
Org type
Privately Held
Headquarters
Manchester, New Hampshire