12 finance services analyst jobs found in Dallas

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...

This is an opportunity to join Ascot Group - one of the world’s preeminent specialty risk underwriting organizations.   Designed as a modern-era company operating through an ecosystem of interconnected global operating platforms, we’re bound by a common mission and purpose: One Ascot. Our greatest strength is a talented team who flourish in a collaborative, inclusive, and entrepreneurial culture, steeped in underwriting excellence, integrity, and a passion to find a better way, The Ascot Way.   The Ascot Way guides our people and our organization. Our underwriting platforms collaborate to find creative ways to deploy our capital in a true cross-product and cross-platform approach. These platforms work as one, deploying our capital creatively through our unique Fusion Model: Client Centric, Risk Centric, Technology Centric.   Built to be resilient, Ascot maximizes client financial security while delivering bespoke products and world class service — both pre- and post-claims....

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: This role serves as a financial partner to the business providing financial planning, reporting, and analytical guidance to support key decisions and initiatives. The analyst supports monthly management reporting that delivers insights to guide decision-making and evaluate financial performance versus forecast, plan, and prior year. Responsibilities include conducting regular variance analysis,...

Overview The Bureau Financial Analyst 2 is responsible for reporting insurance statistical information and coverages and policy forms to various collection agencies. In addition, this role provides quarterly reporting for some title business.   A Bureau Financial Analyst 2 will oversee reviewing statistical data, reconciling data calls, and performing any other duties required to ensure data accuracy. Additional processes may include analyzing source systems and communicating with Bureaus and internal partners.   During the reporting season, the Analyst will review and document current reporting procedures, manage individual task assignments, and deliver high-quality results by the deadline.   A Bureau Financial Analyst 2 will establish relationships and communicate with several business areas, such as underwriting, claims, finance, and information technology operations—while maintaining a thorough understanding of AmTrust's purpose, vision, and value...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: The Director, Ben Admin Services provides strategic, operational, and people leadership for the Ben Admin organization, overseeing Ben Admin Coordinators, Ben Admin Specialists, and Technology Solutions Trainers. This role is accountable for successful implementation, renewal, integration, and ongoing support of Ben Admin technology and services for internal partners, brokers, carriers, vendors, and...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Role Responsibilities FiLab Test Execution Collaborate with the Incubation team to design and carry out FiLab test projects. Manage the full lifecycle of multiple innovation tests – from planning and budgeting to implementation and delivery of results. Support the development of tools and processes that ensure testing is thoughtful, efficient, and replicable. Create and...

Overview Please note, this position will be located on-site 4 days a week at our Dallas, TX office (Fridays WFH).   As a Premium Audit Associate, you will serve as a key point of contact for customers, agents, and brokers throughout the audit process. This role focuses on providing positive customer experience by answering questions, explaining audit results, and helping customers understand how their premium was determined. While developing foundational premium audit skills, you will build strong communication, problem‑solving, and relationship‑management capabilities that support long‑term career growth within Premium Audit. This position is ideal for detail-oriented professionals who thrive in a structured environment and enjoy investigative work.   What Will You Learn? As a customer-facing Premium Audit Associate, you will play a key role in delivering a positive audit experience while ensuring accuracy and compliance throughout the audit...

- As a Contract Surety Underwriter, you will be responsible for development of contract surety business in a defined territory.   You will play a critical role in the production and underwriting of contract surety account business. Key Accountabilities/Deliverables: Develop and manage distribution channels, including brokers, agents, and partnerships to expand market reach and drive sales growth. Champion a customer-centric approach to deliver exceptional service, satisfaction, and value propositions that will differentiate our contract surety team in the marketplace. Review and evaluate surety bond applications/submissions to determine risk levels and underwriting terms. Analyze financial statements, work-in-process reports, credit reports, and other relevant underwriting documents to assess the financial quality and character of principals and indemnitors for the establishment of surety credit. Determine appropriate single and aggregate bond amounts,...

Title : Director, Program Business Location : Morristown, NJ / Dallas, TX / Austin, TX  Reports To : Chief Program & Underwriting Officer, Spinnaker About Hippo:   Hippo Holdings consists of national property and casualty insurance companies—including Spinnaker Insurance Company and its subsidiaries, rated A- (VIII) by A.M. Best—along with an insurance agency and a managing general agent. Enabled by technology, Hippo brings products to market through a diversified range of offerings sourced from both owned and third-party programs, available on an admitted and surplus lines basis. We partner with innovative market leaders across personal, commercial, and specialty lines, as well as traditional and non-standard opportunities. About You: We are seeking a committed, experienced, and energetic individual to join our team. This is a collaborative leadership role accountable for program management and underwriting of a sub-portfolio of programs within Spinnaker. The...

Description Summary: The CRE Portfolio Manager III services, deepens, and retains assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities within the home builder portfolio, per established Huntington policies, procedures, and Guiding Principles within the CRE organization. Duties & Responsibilities: Owns primary responsibility for the credit and monitoring of Home Builder portfolio within the Commercial Real Estate portfolio risks. Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, Regional Commercial Management, and Regional Credit Officer. As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio...

Description Summary: The CRE Portfolio Manager II services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles within the CRE organization.  They own primary responsibility for the credit and monitoring of Commercial Real Estate portfolio risks – primarily within the home builder portfolio.    Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, Regional Commercial Management, and Regional Credit Officer.  As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial...

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Field Sales Representative you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other...