Financial Analyst

BERKLEY TECHNOLOGY SERVICES; Irving (TX); Hybrid; USD 70,000 - 100,000; Full time

Job summary

A leading company in the insurance sector seeks a Financial Analyst for their Irving, TX office. This role involves financial reporting, analysis, and collaboration with management teams to drive business initiatives. Candidates should possess a Bachelor's degree in Finance or Accounting and have at least 3 years of relevant experience.

Benefits

Competitive compensation

Paid time off

Comprehensive wellness benefits

Employer funded health savings account

Profit sharing

401k

Paid parental leave

Employee stock purchase plan

Tuition assistance

Professional continuing education

Qualifications

• 3+ years of accounting and/or financial analysis experience.
• Basic understanding of data structure and reporting processes.
• Proficiency with Microsoft Office products.

Responsibilities

• Perform financial reporting and analysis for multiple business units.
• Develop operating plans, budgets, and reforecasts.
• Leverage technology to enhance efficiencies.

Skills

Financial analysis

Financial reporting

Data mining

Advanced Excel skills

Communication skills

Education

Bachelor’s degree in Accounting, Finance or Business Administration

Tools

Microsoft Office

PowerBI

SQL

Job description

Company Details

Berkley Southwest offers commercial property and casualty products and services through independent agents in Arizona, Arkansas, New Mexico, Oklahoma and Texas. We maintain a strong local presence in each of our markets, keeping underwriting and support close to the customer.

Now more than ever, financial strength is critical to a successful, long term insurance relationship. Berkley Southwest is a member company of W. R. Berkley Corporation, a Fortune 500 company, whose insurance company subsidiaries are rated A+ (Superior) by A.M. Best.

#LI-AV1 #LI-HYBRID

This role will be based in our Irving, TX office. We offer a hybrid work schedule with 4 days in the office; and 1 day remote where it makes sense to do so.

The company is an equal opportunity employer.

Responsibilities

The Financial Analyst will play a contributing role in all aspects of financial analysis for multiple business units within W. R. Berkley Corporation, including Berkley Southwest. The Financial Analyst will have frequent interaction with business unit management teams and function leaders and will perform an interesting mix of core responsibilities and assist with key initiatives. The Financial Analyst will have an ownership and continuous improvement mindset, with the opportunity to utilize technology to enhance efficiencies and optimally review and analyze key performance indicators.

What you can expect:

• Culture of innovation, teamwork, supportive colleagues and leaders willing to invest in
• talent
• Internal mobility opportunities
• Visibility to senior leaders and partnership with cross functional teams
• Opportunity to impact change
• Benefits – competitive compensation, paid time off, comprehensive wellness benefits and programs, employer funded health savings account, profit sharing, 401k, paid parental leave, employee stock purchase plan, tuition assistance and professional continuing education

We'll count on you for:

• Financial reporting
• Financial analysis
• Controllership
• Key performance indicators, dashboards and scorecards
• Operating plans, budgets and reforecasts
• Corporate initiatives
• Business unit initiatives
• Continuous improvement and enhanced efficiencies
• Leverage technology
• Issue resolution

Qualifications

What you need to have:

• Bachelor’s degree in Accounting, Finance or Business Administration
• 3+ years of accounting and/or financial analysis experience
• 3+ years of financial systems experience preferred
• Proficiency with Microsoft Office products and advanced Excel skills
• Basic understanding of data structure, data mining and reporting processes

What makes you stand out:

• Basic knowledge of the Property and Casualty insurance industry preferred
• Advanced financial application and/or data management skills (i.e., Excel and SQL, etc.)
• Excellent verbal and written communication skills
• Other preferred technical skills: PowerBI, SQL, Essbase, SmartView and Vena

Additional Company DetailsWe do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees. 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 DetailsSponsorship not Offered for this Role