Finance and insurance analyst

ARC FINANCIAL PLANNING LIMITED; Leinster; On-site; EUR 42,000 - 65,000; Full time

Job summary

ARC FINANCIAL PLANNING LIMITED is seeking an experienced analyst to interpret financial, insurance and business information, identifying trends and opportunities that drive better outcomes for clients and the firm.

You will develop and maintain reporting solutions using Excel and Power BI, analyse CRM and pipeline data, and present actionable insights to management to support strategic decisions within the Irish market.

Qualifications

• Experience analysing financial and insurance data to identify trends and opportunities.
• Ability to develop and maintain reporting solutions using Excel and Power BI.
• Experience analysing CRM data and pipeline information to support decisions.

Responsibilities

• Analyse financial, insurance and business information to identify performance trends and opportunities.
• Discuss financial products with clients and refer complex cases to advisers.
• Develop and maintain Excel-based reports and Power BI dashboards for KPIs.
• Analyse CRM and pipeline data to generate insights for management.

Skills

Data analysis

Financial analysis

Client communication

Business reporting

Tools

Excel

Power BI

CRM

Job description

Unit 22, The Courtyard, New Nangor Road,, Kilcarbery Park, Dublin 22, D22 X928

Application Details

In order to work in Ireland a non-EEA National, unless they are exempted, must hold a valid employment permit.Please review the Eligibility and requirements for an employment permit if you are unsure of your eligibility to apply for this vacancy.

Job Description

Analyse financial, insurance and business information to identify performance trends, operational patterns, financial issues and opportunities for improved business outcomes.Discuss relevant financial products and solutions with clients, including life insurance, income protection, pensions and other appropriate financial products, referring matters requiring additional specialist advice to the appropriate adviser. Analyse client and business financial information to support financial needs assessment, business decision-making and the evaluation of relevant financial and insurance requirements.Review and analyse financial-product information received from insurers, pension providers, financial institutions and other providers, comparing relevant features, costs, benefits, terms and client considerations. Analyse client, policy, financial and operational datasets to identify trends, recurring issues,information gaps and opportunities for improving business processes and financial-service outcomes. Develop and maintain financial and business reporting solutions using Excel to analyse business activity, financial indicators, client activity, pipeline performance and operational KPIs. Develop and maintain Power BI dashboards and management information solutions to provide structured analysis of financial, business, client and operational performance. Analyse CRM and pipeline data to identify trends in incoming business, client engagement, case progression, conversion activity and business performance, providing analytical insights to management.

• Sector: financial and insurance activities

Career Level

• Experienced [Non-Managerial]