Financial Analyst

About the Role

We are seeking a financial analyst to join a growing finance team with a large client in Summit, NJ. This position is ideal for candidates with 1–3 years of experience in accounting or FP&A who are ready to engage with complex data processes, business analytics, and reinsurance support.

The analyst will be a key member of the finance team, handling critical reporting and reconciliation work that facilitates strategic analysis and decision‑making. This is a highly visible role with strong growth potential.

Pay: $100,000/year

Location:

Summit, NJ
Office Policy:
Hybrid, flexible

• Financial Data Preparation & Reconciliation
• Assist with monthly, quarterly, and annual closings for insurance entities and management reporting
• Prepare monthly premium, loss, and commission entries
• Validate claims reporting and escrow account activity
• Prepare reporting schedules and dashboards for management and board reporting
• Reinsurance Support
• Maintain reinsurance billing and inventory
• Reconcile reinsurance data inputs and help prepare supporting schedules
• Reporting & Analytics Evolution
• Support large data pulls and manipulate raw data into insights for finance leadership
• Perform routine data reconciliations and investigate changes
• Assist with testing of automated systems prior to release
• Establish new Excel reporting templates as needed

• Bachelor’s degree in Accounting, Finance, or related field
• 1–3 years of experience in accounting, financial analysis, or insurance operations
• Prior exposure to P&C insurance preferred; experience with reinsurance a plus
• Excel skills (Pivot Tables, SUMIFS, VLOOKUP)
• Experience with Microsoft Power BI a plus
• Strong attention to detail, organizational skills, and communication skills.