Senior Financial Analyst

Summary

Join Integrated Specialty Coverages (ISC), a leading Insurtech company, as a Sr. Financial Analyst. You will be responsible for tracking financial performance, analyzing business performance and market conditions, forecasting financials and KPIs, and assisting senior management in decision-making. This role involves utilizing Excel, PowerPoint, PowerBI, and internal systems to drive analyses and collaborate with department heads. The ideal candidate possesses a Bachelor's degree in a related field, 5+ years of relevant experience, and advanced Excel skills. ISC offers a competitive salary, comprehensive benefits, and professional development opportunities.

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or related field; CFA or CPA designation, or progress towards designation a plus
• 5+ years of relevant experience in corporate finance, financial planning & analysis, investment banking, consulting, or other related fields
• Advanced working knowledge of Excel and building financial models
• Proven ability working with large data sets
• Excellent analytical, decision-making, and problem-solving skills
• Strong written and oral communication skills
• Strong organizational skills with attention to detail

Responsibilities

• Identifies financial status by comparing and analyzing actual results with plans and forecasts
• Develop predictive financial models to support company decision making and budgeting
• Reconcile, build, and maintain KPI reporting metrics through Power BI / Tableau / Excel
• Work with HR and BU heads to build and maintain incentive compensation design and targets
• Guides cost analysis process by establishing and enforcing policies and procedures; providing trends and forecasts; explaining processes and techniques; recommending actions
• Improves financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management
• Cross-collaborate with BU/Department leaders to understand, model, and drive changes
• Communicate reports and models effectively with management
• Assess strategic growth levers and potential operational efficiency opportunities
• Ad hoc reporting as requested

Preferred Qualifications

• Preferred prior experience with PowerBI and/or Vena
• Preferred experience working in the insurance industry

Benefits

• Medical, dental and vision insurance
• 401(k) plan with match
• Paid time off
• Employee Ownership Program - every eligible employee shares in the financial rewards that grow when the company grows
• Professional development opportunities
• Owner Referral Program
• Work from home reimbursement for remote/hybrid roles
• Burnalong digital health and wellness platform
• Canary emergency financial assistance program
• Comprehensive medical, dental, vision
• Life/AD&D Insurance
• Confidential, Employee Assistance Program
• Health Savings Account, includes company contribution
• Short-term disability
• Voluntary benefits - supplemental accident, critical illness, hospital insurance
• Employee discounts
• 401(k) Plan with company match contribution
• Various Time Off Programs
• 11 company paid holidays