Key Responsibilities:
Monthly Premium Reporting: Draft summary of revenue for management by analyzing variances to plan and timing of booking. Provide Ad Hoc support to business lines when questions arise.
Perform quarterly Competitor company analysis utilizing online competitor results, summarizing loss and premium comparisons. Complete year End Market Share results and summarize Loss Trend Analysis.
Analyze all expenses pre and post allocation for expense ratio contributions to product lines. Maintain annual planning Allocation model.
Support the development of the Plan, Reforecast, and Three Year plan utilizing Workday and Adaptive Insights programs. Ensure timely, high-quality assistance with the build process.
Partner effectively with Personal, Commercial Lines and Actuarial in preparation of the annual forecast and business plan.
Becomes an expert in the Workday ERP Finance system reporting capabilities: designs, implements, and trains where necessary various reports, dashboards, and scorecards. Become fluent in Workday Reporting.
Exhibit strong verbal and written communication skills.
Partakes in various financial projects as needed.
Work closely in a team environment to meet all deadlines and prioritize workflow.
Key Requirements:
Bachelor’s Degree in Finance, Accounting, or Economics required.
0-3 years of Finance experience preferred, internships desirable.
Intermediate/Advanced Excel skills and the ability to learn cloud-based financial systems. Power BI a plus.
Excellent customer service, communication and collaboration skills.
This position is not eligible for immigration sponsorship now or in the future.
Our current reasonable and good faith estimate of the annual salary wage range for this position is approximately $60,000 to $65,000 based on a variety of factors including, but not limited to, relevant skills and experience, educational background and certifications, performance and qualifications, market demand for the role and other organizational needs.
Please note: The advertised pay range is not a guarantee or promise of a specific wage.
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