Sr Financial Analyst

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Accountabilities:

• Prepare detailed financial, operational, and business performance analyses to support strategic decision-making and executive leadership initiatives.
• Assist senior leadership with special projects, troubleshooting efforts, and ad hoc financial investigations.
• Develop forecasts and analyze trends related to sales performance, operating expenses, profitability, investments, and overall business conditions.
• Prepare monthly, quarterly, and annual financial reports, summaries, dashboards, and executive presentations using data from multiple sources.
• Perform financial modeling, profitability analysis, reserve calculations, and expense evaluations to support operational and financial planning.
• Analyze and reconcile financial data to ensure accuracy, consistency, and data integrity across reporting systems.
• Support the preparation and review of regulatory and financial reporting documents, including annual reports and Form 10-K filings.
• Provide analytical insights related to industry benchmarks, loss ratios, premiums, rate filings, and financial performance metrics.
• Collaborate with cross-functional teams to evaluate proposed operational or financial changes and assess their business impact.
• Mentor or provide guidance to junior financial analysts while supporting process improvements and reporting standardization initiatives.
• Develop a strong understanding of internal accounting systems, financial operations, and business workflows to support ongoing analysis efforts.

Requirements:

• Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field required.
• MBA, CPA, or related advanced financial certification preferred.
• 5–7 years of experience in financial analysis, forecasting, budgeting, accounting, or related financial functions.
• At least 3 years of hands-on experience in forecasting and budgeting processes preferred.
• Strong analytical and quantitative skills with the ability to interpret complex financial data and trends.
• Experience preparing financial reports, business analyses, and executive-level presentations.
• Understanding of financial planning, profitability analysis, reserve calculations, and regulatory reporting processes.
• Excellent organizational, communication, and problem-solving abilities.
• Strong attention to detail and commitment to data accuracy and integrity.
• Ability to manage multiple priorities and work effectively in collaborative, deadline-driven environments.
• Proficiency with financial systems, reporting tools, spreadsheets, and data analysis platforms.
• Experience working within insurance, financial services, or regulated industries is considered a plus.
• Willingness to participate in an in-person interview process if required.

Benefits:

• Competitive compensation package with salary ranges based on geographic location and experience.
• Flexible remote work opportunities available for most positions within the United States.
• Comprehensive medical, dental, vision, life, and pet insurance coverage.
• 401(k) retirement savings plan with company matching contributions.
• Generous paid time off including vacation, sick leave, volunteer hours, and 9 paid company holidays.
• Performance-based incentive and bonus programs.
• Professional development, education assistance, and career advancement opportunities.
• Supportive and engaging work environment focused on collaboration and growth.
• Employee recognition programs and wellbeing resources.
• Access to mental wellness support, therapy/coaching sessions, and family care resources.
• Equal opportunity workplace committed to diversity, inclusion, and employee support.

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How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

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