Assistant Controller

Berkley; West Hartford (AR); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Wellness program

Paid time off

401(k)

Profit-sharing plans

Job summary

Berkley Management Protection is seeking a Senior Financial Analyst to drive short- and long-term financial results by building KPIs, analyzing performance, and supporting departmental strategies. The role emphasizes strong collaboration and data-driven decision making.

You will manage monthly closes, develop complex financial models, maintain Power BI dashboards, and provide guidance to business units to shape strategic initiatives within a dynamic insurance-related environment.

Qualifications

• Bachelor’s degree in Accounting or Finance; MBA with accounting/finance concentration or equivalent.
• Experience with financial reporting systems such as Essbase, Hyperion, and Vena.
• Strong analytical skills and ability to translate data into actionable insights.

Responsibilities

• Analyze monthly and quarterly results, metrics, and KPIs against plan and benchmarks.
• Execute department strategies and initiatives through special projects.
• Utilize data-driven insights to improve agency operations and performance.
• Collaborate across the organization to improve efficiencies.
• Perform month-end close activities and related entries within deadlines.
• Ensure accuracy and adherence to closing deadlines throughout periods.
• Analyze internal financial data including P&L, revenues, expenses, and commissions.
• Develop and maintain complex financial models and dashboards for forecasting.
• Partner with business units to support operational and strategic decisions.
• Evaluate external and internal intelligence for market insights.
• Maintain Power BI reports for accuracy and relevance.

Skills

Communication skills

Data interpretation

Time management

Research skills

Excel / reporting tools

Education

Bachelor's in Accounting or Finance

MBA with accounting/finance concentration

Tools

Essbase

Hyperion

Vena

Job description

Company Details

Berkley Management Protection offers a modular suite of management liability products through the GroveSM, their bespoke and easy to use platform tailored towards independent agents. Their Trellis Management Liability PortfolioSM of coverages include directors and officers, employment practices, fiduciary, cyber, crime and miscellaneous professional liability.

Company URL: https://www.berkleymp.com/

Responsibilities

The Senior Financial Analyst will focus on both short- and long-term financial results by building and monitoring relevant key performance indicators (KPIs), analyzing financial performance, and supporting the execution of departmental strategies and initiatives.

• Analyze and compare monthly and quarterly results, metrics, and key performance indicators against plan and other benchmarks.
• Execute the department’s strategies and key initiatives through special projects as assigned.
• Utilize data-driven insights to uncover behavioral patterns within agency operations and enhance performance across key metrics.
• Collaborate throughout the organization to improve overall efficiencies.
• Perform month-end close activities and related entries and reconciliations within established deadlines.
• Ensure accuracy, completeness, and adherence to deadlines throughout the monthly, quarterly, and year-end close processes.
• Perform detailed analysis of internal financial data, including profit and loss statements, financial reports, revenues, direct expenses, and commissions.
• Develop and maintain complex financial models and dashboards to support forecasting, scenario planning, and strategic initiatives.
• Partner with business units to provide financial guidance and support for operational and strategic decisions.
• Evaluate external and internal intelligence to provide actionable insight into the current market landscape.
• Maintain Power BI reports for accuracy, quality, and relevance.

Qualifications

Qualifications

• Strong written and verbal communication skills, with the ability to collaborate effectively across business functions.
• Skilled in interpreting data trends and delivering actionable insights to support strategic decision-making.
• Highly organized and adept at managing time effectively in dynamic environments with shifting priorities.
• Demonstrates initiative and curiosity, with a commitment to thorough research and problem-solving.
• Proficient in Microsoft Office tools (Excel, Word, Outlook, and PowerPoint) and financial reporting systems such as Essbase, Hyperion, and Vena.

Education Requirement

• Bachelor’s degree in Accounting or Finance, a Master’s degree in Business Administration with a concentration in accounting or finance, or comparable advanced professional education.

Additional Company Details

We do not accept unsolicited resumes from third party recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees including: Base Salary Range: $95k-$125k Eligible to participate in annual discretionary bonus Benefits include: Health, dental, vision, dental, life, disability, wellness, paid time off, 401(k) and profit-sharing plans 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 Details

Sponsorship not Offered for this Role