Financial Analyst

When we talk E&S, We Mean Expertise & Speed

Are you ready to make a real impact in the world of insurance? At Dellwood, we’re not just another insurance company – we’re a team of passionate professionals who are modernizing the way business insurance gets done. Dellwood is built to deliver outstanding service and support for our partners with a balanced approach of technology and personal service, honoring the human nature of the business.

Dellwood is purpose-built to bring speed, efficiency, and know-how to the E&S market.

Our Mission:
To create a collaborative community of professionals focused on providing exceptional service and delivering innovative insurance solutions.

Industry-Leading Expertise:
Our team has extensive relationships throughout the insurance industry and decades of experience in E&S solutions. Our team of experienced underwriters craft solutions specifically for hard-to-place small and middle-market commercial risks.

Financial Stability:
Backed by leaders in the industry, Dellwood has the strength and resources to make a significant impact.

A Culture of Innovation:
We thrive on collaboration, creativity, and communication to address dynamic market needs.

Overview

Dellwood Insurance Group is looking for a Financial Analyst to support its rapidly growing business. This role is ideal for someone who is ready to dive into complex processes and data-intensive workflows. You’ll be a key member of the finance team, taking on critical reporting and reconciliation work that enables more strategic analysis and decision-making. This is a highly visible role ideal for a data-driven candidate with a strong aptitude to learn and develop.

• Data Processing & Validation
  • Routinely check data to ensure quality.
  • Conduct high-volume reviews of policy documents.
  • Maintain strict version control and documentation of required adjustments.
  • Perform root cause analysis for any errors that are identified and present findings to manager.
  • Track recurring issues and follow-up on their resolutions.
• Financial Data Preparation
  • Complete weekly reports on key metrics (such as bound premium) to senior leadership.
  • Assist with monthly, quarterly, and annual closings for insurance entities and management reporting.
  • Produce monthly premium, loss, and commission entries.
  • Prepare reporting schedules and dashboards for senior management and board reporting.
• Reporting & Analytics Evolution
  • Support large data pulls and manipulate raw data into usable KPI insights for finance leadership.
  • Assist with testing of automated systems prior to their release.
  • Accommodate new business processes as needed and new tasks as assigned.

• Bachelor’s degree in Accounting, Finance, or related field.
• 1–4 years of experience in accounting or financial analysis.
• Prior exposure to insurance industry (P&C) preferred.
• Comfortable managing large datasets (50,000+ rows).
• Intermediate Excel skills (Pivot Tables, SUMIFS, VLOOKUP, nested IF statements), including the ability to design files from scratch.
• Experience with Microsoft Power BI a plus.
• Excellent attention to detail, organizational, communication, and critical thinking skills.
• Strong willingness and ability to learn.
• Capacity to work outside standard business hours (including weekends) to accommodate key business processes.

Location:

Summit, New Jersey (minimum two days in office)

We offer a competitive benefits package, including medical, dental, vision, retirement savings, and paid time off.

Applicant must be currently authorized to work in the United States on a full-time basis.