Financial Analyst

Berkley Southwest

Berkley Southwest offers commercial property and casualty products and services through independent agents in Arizona, Arkansas, New Mexico, Oklahoma and Texas. We maintain a strong local presence in each of our markets, keeping underwriting and support close to the customer.

Now more than ever, financial strength is critical to a successful, long term insurance relationship. Berkley Southwest is a member company of W. R. Berkley Corporation, a Fortune 500 company, whose insurance company subsidiaries are rated A+ (Superior) by A.M. Best.

This role will be based in our Irving, TX office. We offer a hybrid work schedule with 4 days in the office; and 1 day remote where it makes sense to do so.

The company is an equal opportunity employer.

As our Financial Analyst, you will play a key contributing role in all aspects of financial analysis Berkley Southwest and Berkley North Pacific, two of W.R. Berkley Corporation operating units. You'll be part of a small but high-performing team, reporting to the Director of FP&A while also working closely with the CFO. You will also have visibility to business unit management teams and function leaders to perform an interesting mix of core responsibilities while also assisting with key initiatives.

To be successful in this role, you'll need an ownership and continuous improvement mindset. You'll be given autonomy and encouraged to be creative when utilizing technology to enhance efficiencies to enable optimal review and analysis of key performance indicators.

What you can expect:

• Culture of innovation, teamwork, supportive colleagues and leaders willing to invest in talent
• Internal mobility opportunities
• Visibility to senior leaders and partnership with cross functional teams
• Opportunity to impact change
• Benefits competitive compensation, paid time off, comprehensive wellness benefits and programs, employer funded health savings account, profit sharing, 401k, paid parental leave, employee stock purchase plan, tuition assistance and professional continuing education

We'll count on you for:

• Leveraging technology and AI to support operating plans, budgets, reforecasting, financial reporting and analysis
• Continuous improvement and enhance efficiencies via the automation of reports i.e. KPIs, dashboards and scorecards
• Supporting key business unit initiatives
• Controllership - support the month and quarter end close process
• Issue resolution - communicate with business leaders about expenses and budgeting

What you need to have:

• Bachelor's degree in Accounting or Finance
• 3+ years of financial analysis experience i.e. budgeting, forecasting, etc.
• Successful history of report automation i.e. data retrieval, data structure, and reporting processes
• Proficiency with Microsoft Office products and advanced Excel skills (i.e Power Query), PowerBI, SQL, Essbase, Smart View

What makes you stand out:

• Basic knowledge of the Property and Casualty insurance industry preferred
• 3+ years of financial systems experience preferred
• Advanced financial application and/or data management skills (i.e., Excel and SQL, etc.)
• Excellent verbal and written communication skills
• Planning software tools like Vena

The company offers a competitive compensation plan and robust benefits package for full‑time regular employees. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.

Sponsorship not Offered for this Role