Financial Analyst Lead

Financial Analyst Lead

Requirements

• Bachelor’s degree in Business, Accounting, Finance, Economics; OR a related field 4 additional years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
• 8 years financial/accounting analysis experience to include 2 years leading strategic financial/accounting opportunities. OR Advanced degree in Business, Accounting, Finance, Economics, or a related field, progress towards a CPA or CFA designation, and 6 years of financial / accounting analysis experience to include 1 year leading strategic financial/accounting opportunities.
• Subject-matter-expert knowledge of data analysis and relevant technical accounting/finance foresight required.
• Strong level of eye for business in the areas of the financial services operations, finance/accounting industry practices and emerging trends required.
• Experience presenting complex financial/accounting topics to a broad range of audiences.
• Knowledge of using financial/accounting technologies and proposing recommendations for improvements.
• Proficiency using Microsoft Office Excel for significant financial data analysis and reporting.
• Experience in the application and adherence to financial regulations and compliance.
• Solid knowledge of producing financial reports and providing recommendations based on data.
• Clear understanding of Generally Accepted Accounting Principles (GAAP).

Responsibilities

• Leads, develops, and motivates the team to provide advanced analytics and insights around key business drivers.
• Anticipates opportunities to take on the most sophisticated and / or outstanding business problems, providing proactive financial solutions with coordinated and forward-looking perspectives to enable better decision making by senior management.
• Consistently interacts with senior management becoming their trusted advisor on all financial issues.
• Makes recommendations to solve short-term, as well as strategic financial business problems.
• Teaches and mentors others about sophisticated financial processes, business drivers and systems ensuring information sharing and knowledge transfer.
• Reviews analysts work and assists management in assigning tasks and handling workflow.
• Leads initiatives to develop an integrated enterprise planning process from multiple companies and/or staff agency processes and technologies.
• Directs analyses and guides the development, enhancement, and implementation of critical processes, programs, and technologies.
• Anticipates opportunities and potential solutions, leads cross-functional teams through the problem resolution process, and advises senior management on issues.
• Acquires and applies experienced knowledge of the business, its products and processes.
• Performs complex and often unique work assignments and problem resolution across multiple systems, functions, or processes.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Preferred Qualifications

• 4+ years of Property and Casualty business or finance experience, to include GAAP and STAT reporting.
• Previous experience and knowledge of P&L (profit and loss) oversight and management, including month-end close, budgeting and forecasting.
• Robust knowledge of P&L (Profit and Loss) Oversight and Management.
• Solid leadership and mentoring knowledge to develop and spearhead working relationships with Executive Management.
• Financial analysis and reporting expertise with budgeting and forecasting using Excel & PowerPoint to report operating results.
• Shown ability to develop, communicate and present findings to executive level leadership.