14 lead financial analyst jobs found

The Treasury Analyst is a highly organized, detail-oriented, and process-driven professional who plays a key role on the Treasury team. This position is responsible for managing customer escrow replenishment invoicing and generating payment reporting data from the claims system. The Treasury Analyst reconciles claims data against client-specific ledgers for more than 800 customers, ensuring that replenishment requests accurately align with payments issued through the claims system. This role requires strong analytical skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. This is a hybrid position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Review and assist in the management of over 800 customer bank accounts Monitor, track, and reconcile daily financial transactions Prepare claims reporting and customer invoicing by matching claims system data to banking and financial records Reconcile claims activity to...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary The Business Intelligence Analyst supports data‑driven decision‑making by analyzing complex business problems, identifying trends, and translating data into clear insights for non‑technical leaders. This role develops reporting requirements, builds analytical solutions, and partners with internal teams to deliver accurate, meaningful information. The analyst...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary: As the Manager, Experience Rating and Refunds , you will manage Experience Rating Refund (ERR) functions and the team to ensure that contract provisions are respected, fiduciary responsibilities are fulfilled, effective controls are maintained, and experience reports are delivered in an accurate and timely manner. In this role, you will utilize metrics to track...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary The Director of Product - Enterprise Data Analytics leads the strategy, development, and ongoing success of enterprise data and analytics products. This role combines strategic product leadership with the development of high-performing global teams, including Product Managers, Product Owners, Product Analysts, and Scrum Masters. Working closely with business,...

Position Summary The Client Relationship Director directly leads a defined book of business (BOB), comprising a set of named clients, in accordance with Company guidelines, client needs, and regulatory requirements. The Director, Client Relationship acts in a mentorship role to their BOB’s assigned team. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Manages all aspects of the client relationship and account management activities of the assigned client(s) to retain and strengthen client relationships. Directs the execution of a defined account strategy, remaining abreast of the specific needs of each assigned client, to develop a value-based client relationship. Sets and manages client expectations and account-related activities such as identifying and developing additional service opportunities and coordinating the delivery of ZAS...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary: The Enterprise Investigative Consultant is responsible for protecting The Standard’s assets, brand, customers, and reputation by investigating allegations of potential fraud. Identifies potential fraud cases through analysis of data and leveraging of technology.  In this role, you will assist in the design, implementation & delivery of processes, programs and...

The Treasury Services Manager is responsible for leading multiple Treasury Services operational teams, ensuring the efficient execution of critical financial processes while maintaining strong internal controls, regulatory compliance, and exceptional customer service. This role oversees the daily operations of Reporting, Billing, Electronic Funds Transfer (EFT), Unclaimed Property, and other Treasury functions, with potential oversight of Adjustments as the department continues to evolve. This position partners closely with senior leadership to develop operational strategies, improve efficiencies, implement automation, and build high-performing teams that support CorVel's financial objectives. The ideal candidate is a proven people leader with the ability to coach, develop, and hold teams accountable while successfully managing multiple priorities in a fast-paced environment. This role reports directly to the Senior Vice President, Treasury Services and is an in-office position...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: Acting as the first point-of-contact to all guests and callers, the Receptionist greets and assists clients and the pubic both on the telephone and in person with courtesy, consideration and professionalism. The Receptionists handles incoming, outgoing mail, faxes, performing general office duties and furnishing clerical support for the office staff of the agency. DUTIES &...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Small Group Account Manager to join our growing team in Portland, OR . The Employee Benefits Account Manager responsibility is to provide exceptional service to our customers by establishing realistic customer expectations, seeking customer input, and meeting service commitments in a professional and punctual manner. Account Managers are the main point of contact for customers regarding open enrollment, marketing, and the renewal process. Account Managers are given autonomy to make recommendations to customers and exercise independent and discretionary judgement daily. How You Will Contribute: Responsible for renewal process from start to finish including but not limited to pre-renewal analysis, renewal analysis, and renewal administration Lead open enrollment process...

About the role. PURE is seeking a Director, Data Science to help professionalize, scale, and lead our data science practice as a true engineering discipline. This is a foundational role at a pivotal moment: our VP, Applied Sciences has recently joined to grow our data science capability from a handful of models to a production-grade engine influencing decisions across Claims, Underwriting, Risk Management, Distribution, and more. This Director hire will be a critical partner in making that vision real. This is not a “manage the backlog and report upward” role. It’s a builder/path-maker position for someone who is energized by establishing the patterns, frameworks, and habits that make a team consistently excellent — and who can also roll up their sleeves and be one of the principal architects of that work. What you'll do. Architect and enforce a cohesive development standard across the data science team — from exploratory analysis through experimentation,...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary: The Standard seeks a talented actuarial Manager to join the Actuarial Modeling Team (AMT) within Corporate Actuarial and Risk Management (CARM). This role is responsible for overseeing Business‑as‑Usual (BAU) execution, workflow coordination, and team operations for a defined modeling scope, with a primary focus on the Retirement Plan product line and opportunities to...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description The Mass Tort & Environmental Specialty Operations Senior Manager leads the Specialty Operations Direct claims function, overseeing complex environmental and latent injury exposures. This role is responsible for strategic leadership, operational excellence, financial oversight, and team development to ensure high-quality claim outcomes, regulatory compliance, and alignment with business objectives. Key Responsibilities: Leadership & Team Management Lead, manage, and develop a high-performing team, including hiring,...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Senior Account Manager to join our Commercial Lines team in Portland, Oregon . The Senior Account Manager’s primary responsibility is to partner with an assigned producer with the ability to solve and handle account issues independently. The Senior Customer Account Manager is a coach and mentor for the team. Routine duties include monitoring retention, negotiation of costs for products and services, analyzing insurance contracts, insurance plan designs, coordination of claims, loss control, accounting and audit services, and research and analyze in various areas as needed. How You Will Contribute Consults on new business, prepares proposals and independently handles customer requests Works directly with customer to ensure proper coverage is secured Uses discretionary judgement to...

As the Direct Bill Supervisor, you will assume a pivotal role in overseeing the Direct Bill team while managing crucial relationships with offshore teams, carriers, brokers, and senior-level business operations. In this role, you will oversee the Direct Bill team and be accountable for the accuracy and efficiency of commission processing, reconciliations, and revenue management across Property & Casualty (P&C) and Life & Health (L&H) lines. You will act as the escalation point for issues. This role plays a key part in enhancing processes, developing training plans, and ensuring the health of the Direct Bill subledger. Additionally, you will define and track productivity metrics, lead team meetings, and provide coaching and mentorship to staff. *Please Note: This position is remote, but occasional travel may be required for training, meetings, and collaborative activities. The role also involves frequent overtime, particularly during month-end, year-end, and...