Financial Analyst Associate: Premium Analysis & Workday

Arbella 56 Group; Quincy (MA); Hybrid; USD 60,000 - 65,000; Full time

Benefits offered by this job

Company nurse

Nutritional counseling

Mental health resources

Tuition assistance

Volunteer opportunities

Diversity & Inclusion Council

Professional development

Mentorship program

Community involvement

Job summary

Arbella is a New England based company with offices in Massachusetts. The Financial Analyst Associate works under the Manager of Finance, focusing on Premium Analysis, Expense Allocation, and Competitor Analysis for the organization.

This role requires a Bachelor’s in Finance, Accounting, or Economics, 0–3 years’ experience, and strong Excel skills; Power BI and Workday reporting are valued. In-person interview in Quincy, MA.

Qualifications

• Bachelor’s degree in Finance, Accounting, or Economics.
• 0–3 years of finance experience preferred, internships desirable.
• Intermediate/Advanced Excel skills and ability to learn cloud-based financial systems.
• Power BI a plus.

Responsibilities

• Monthly Premium Reporting: Draft summary of revenue for management by analyzing variances to plan and timing of booking.
• Provide Ad Hoc support to business lines when questions arise.
• Perform quarterly Competitor company analysis utilizing online competitor results, summarizing loss and premium comparisons.
• Complete year End Market Share results and summarize Loss Trend Analysis.
• Analyze all expenses pre and post allocation for expense ratio contributions to product lines.
• Maintain annual planning Allocation model.
• Support the development of the Plan, Reforecast, and Three Year plan utilizing Workday and Adaptive Insights programs.
• Ensure timely, high-quality assistance with the build process.
• Partner effectively with Personal, Commercial Lines and Actuarial in preparation of the annual forecast and business plan.
• Becomes an expert in the Workday ERP Finance system reporting capabilities: designs, implements, and trains where necessary various reports, dashboards, and scorecards.
• Become fluent in Workday Reporting.
• Exhibit strong verbal and written communication skills.
• Partakes in various financial projects as needed.
• Work closely in a team environment to meet all deadlines and prioritize workflow.

Skills

Strong communication

Team collaboration

Customer service

Education

Bachelor’s Degree in Finance, Accounting, or Economics

Tools

Excel

Power BI

Workday ERP Finance

Adaptive Insights

Job description

Arbella is a New England based company with offices in Massachusetts. The Financial Analyst Associate works under the Manager of Finance, focusing on Premium Analysis, Expense Allocation, and Competitor Analysis for the organization.

This role requires a Bachelor’s in Finance, Accounting, or Economics, 0–3 years’ experience, and strong Excel skills; Power BI and Workday reporting are valued. In-person interview in Quincy, MA.