Financial and Insurance Analyst

Financial & Insurance Analyst (Sales)

Role

Summary:

The Financial & Insurance Analyst is critical to the future state of CRICO's finance department and data governance program. You will play a pivotal role in financial analysis, forecasting and insurance analysis. At the same time, ensuring that data is complete, accurate, and timely for operational and analytical usage.

• Conduct detailed financial & Insurance analysis, reporting and projections, including trend analysis, loss analysis, and financial modeling.
• Prepare and present accurate and timely financial data and reports to the management and stakeholders.
• Assist in evaluating and determining financial & insurance risks and opportunities related to insurance programs when it comes to premium pricing, capital position, loss and reserve, and other activities.
• Ensure compliance with financial regulations and standards, assist with internal and external audits.
• Work closely with other teams, including underwriting, claims, actuaries, and IT to gather relevant data and provide financial insights.
• Identify opportunities for process improvements and implement best practices to enhance efficiency and accuracy in financial & Insurance analysis and reporting.
• Support the Enterprise Data Governance team to implement and operationalize data governance process, best practices, and software across the organization.
• Other activities and tasks as assigned.

• Bachelors degree in finance, Accounting, Economics, or a related field.
• A masters degree or professional certification is a plus.
• 3+ years of demonstrated experience in financial analysis and reporting is a plus but not required, preferably in the insurance industry.
• Strong experience using SQL and other programming languages is a plus.

• Proficiency in financial modeling and analysis tools, advanced Excel and PowerPoint skills, and familiarity with related software.
• Strong analytical and problem-solving abilities, with keen attention to detail.
• Excellent written and verbal communication skills, with the ability to present complex financial information in a clear and concise manner.
• Ability to work effectively in a team environment and collaborate with cross-functional teams.
• Ability to manage multiple priorities and adapt to a fast-paced, dynamic work environment.
• Skilled in leveraging data analysis tools and techniques to obtain, clean, and organize data to generate recommendations and insights

N/A

No direct people management responsibilities.