Responsibilities:
• Clean, analyze, and automate large datasets using MS SQL and Power BI to support financial modeling.
• Mine accounting data and develop output reports for the Finance Department.
• Build dashboards for real-time tracking of key metrics.
• Assist with financial forecasts, long-range planning, and company-wide budgeting.
• Prepare management reports and presentations for monthly, quarterly, and annual financial reporting.
• Collaborate with cross-functional teams to set benchmarks and ensure data accuracy.
• Conduct ad-hoc analyses and support special projects.
• Mentor team members in Power BI and SQL.
• Stay updated on FP&A best practices and drive process improvements.
Requirements:
• Bachelor's in Finance, Accounting, or related field.
• 3+ years' FP&A or financial analysis experience in insurance.
• Advanced skills in SQL, Power BI, and Excel; strong data mining and visualization abilities.
• Solid understanding of GAAP and Statutory Accounting Principles.
• Excellent analytical, problem-solving, and communication skills.
• Detail-oriented, organized, and able to manage multiple priorities.
• Self-motivated and eager to learn.
• Experience with financial planning software and automation is a plus.
