Senior Financial Analyst
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Job Description
Senior Financial Analyst leading budgeting, forecasting, and financial reporting for Preferred Mutual Insurance. Translating insurance financial data into executive insights and efficiency improvements.
Responsibilities:
- Support PMIC leadership across key areas with financial analysis, reporting, and planning
- Own the annual planning and budgeting process for PMIC
- Partner with Accounting to analyze monthly and quarterly results
- Prepare financial projections for the quarter and balance of year
- Deliver monthly and quarterly management reporting, including trend analyses, commentaries, and charts
- Compile monthly and quarterly reporting on industry peers’ results and metrics
- Identify drivers and trends in financial and business metrics
- Package financial insights for senior management review and discussion
- Help design and implement internal financial reporting frameworks with the Accounting team
- Perform ad hoc analysis and special projects
- Perform other additional responsibilities as assigned
Requirements:
- Bachelor’s Degree from an accredited college or university
- 4+ years of experience in FP&A, including at least 1 year in the insurance industry
- P&C Insurance industry experience required
- Relevant industry and/or professional certifications required
- Understanding of Generally Accepted Accounting Principles (GAAP) and Statutory Accounting Principles (SAP) required
- Demonstrated experience leveraging advanced data analysis tools such as Excel, Tableau, and PowerBI
- Experience using emerging AI-driven solutions to extract insights, automate reporting, and support data-informed decision making
- Excellent analytical and creative problem-solving abilities
- Ability to translate complex financial data into clear, executive-level insights
- Ability to find and analyze data to support senior management decision making
- Ability to work under minimal supervision and prioritize multiple projects
- Strong process orientation and continuous improvement mindset
- Excellent communication and interpersonal skills
- Ability to prioritize workloads, meet deadlines, and drive results
Benefits:
- Short-term disability, long-term disability, and life insurance coverage at no cost
- Optional enhanced life insurance and critical illness plans
- 401k plan with employer contribution regardless of employee contribution
- Pension Plan
- Short-term incentive plans for certain positions
- 25 days of paid time off at hire, prorated in the first year
- 7 days of paid sick leave
- 10 paid company holidays
- Personalized paid time off after 3 years
- 26 BetterHelp sessions per year for the employee and dependents at no cost
- Medical, dental, and vision coverage options beginning on the first day of employment
- Health Savings Accounts with employer contribution
- Professional development opportunities
- Competitive compensation
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