Senior Financial Analyst

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Are you looking to make an impactful difference in your work, yourself, and your community? Why settle for just a job when you can land a career? At ICW Group, we are hiring team members who are ready to use their skills, curiosity, and drive to be part of our journey as we strive to transform the insurance carrier space. We're proud to be in business for over 50 years, and its change agents like yourself will help us continue to deliver our mission to create the best insurance experience possible.

Headquartered in San Diego with regional offices located throughout the United States, ICW Group has been named for ten consecutive years as a Top 50 performing P&C organization offering the stability of a large, profitable and growing company combined with a focus on all things people. It’s our team members who make us an employer of choice and the vibrant company we’re today.

We strive to make both our internal and external communities better everyday!

The Senior Financial Analyst will be responsible for financial research, modeling, and analysis to enhance and optimize business monitoring and strategic decision making. This position will produce accurate and timely financial budget and forecasting information for the organization as well as perform capital forecasting and analysis.

Coordinates strategic expense planning process across the enterprise.

• Develops the timeline and deliverables for annual planning and interim forecasts.
• Creates templates and tools to facilitate the process for the department/enterprise.
• Prepares regular updates of strategic plan and transfers information to the enterprise roadmap.
• Tracks performance to plan metrics and prepares monthly reports.
• Validates forecast assumptions, quantifies business risks and opportunities and drives accuracy improvements.

Facilitates annual operating and capital budget development process across assigned departments and coordinates with Accounting and other LOBs to integrate data.

• Establishes calendar for department(s) based on Enterprise calendar.
• Provides guidance and direction to leaders in budget preparation.
• Compiles data and prepares materials for review.
• Submits final approved budget to Accounting for approval.
• Supports organization wide resource planning initiatives.

Drives financial foresight through detailed capital modeling and proactive risk monitoring.

• Develops and maintains financial models to evaluate capital positioning and provides actionable insights for senior management.
• Conducts scenario analysis to forecast potential financial outcomes and implications for the Company’s standing with key stakeholders including investors and rating agencies.
• Tracks and analyzes key risk metrics to identify potential financial risks and opportunities.
• Prepares risk reports and dashboards for senior management, highlighting key risk areas and mitigation strategies.

Develops department/enterprise metrics and scorecards to track department/business performance and progress.

• Creates and establishes standard set of monthly reports and metrics.
• Develops methodology for new statistical measures and reports to be used for department/enterprise decision-making.
• Prepares monthly department/business financial analyses or other reports.
• Develops internal controls by ensuring data accuracy and data completion.
• Ensures compliance with financial guidelines, company policies and relevant regulations.

Contributes expertise, analytical and other skills to enhance department/business operations.

• Provides analytical support across departments as requested.
• Coordinates the department/enterprise project calendar using Microsoft Project or similar tool.
• Compiles and presents data as graphs, charts, tables, and written or other appropriate presentation methods.
• Leads medium to large projects using effective project management techniques.
• Collaborates with leaders and stakeholders to align and justify funding to business and strategic requirements.
• Provides leaders with timely, relevant and actionable financial and operational reporting and forecasting.