Financial Analyst I

jobs-mutualofenumclaw; Seattle (WA); On-site; USD 70,000 - 87,000; Full time

Job summary

Mutual of Enumclaw Holding Company is seeking a Financial Analyst I to assist in building strategic roadmaps, conducting industry analysis, and supporting planning at the Holding Company level. The role reports to the CFO and requires onsite work in Seattle four days per week.

Ideal candidates have a bachelor’s degree in Finance or related fields, with strong GAAP knowledge, excellent communication skills, and a willingness to learn and leverage AI tools to accelerate analysis and reporting.

Qualifications

• Bachelor’s degree required; strong academic record preferred.
• Experience in finance or accounting role a plus for new graduates.
• Knowledge of GAAP concepts and financial statement interpretation.
• Ability to present financial information to non‑financial audiences.

Responsibilities

• Support strategic expansion of non‑core operations with financial analysis and business cases.
• Collaborate with CFOs and FP&A leaders to ensure alignment with Holding Company strategy.
• Prepare management reporting packages and board‑level updates.
• Perform long‑range planning, capital and investment analysis, and due diligence.
• Develop and maintain financial models for planning and scenario evaluation.
• Work with Finance, Product, Claims, IT, and Actuarial on special projects.

Skills

Finance acumen

Analytical skills

Verbal and written communication

AI tools usage

Excel & PowerPoint proficiency

GAAP knowledge

Time management

Cross‑team collaboration

Education

Bachelor’s degree in Finance/Accounting/Economics/Math/Business

Tools

Microsoft Excel

PowerPoint

Job description

Overview

Founded in1898, Mutual of Enumclaw is a people-first insurer rooted in community, recognized asWashington’s Best Company to Work Forfor the14th consecutive year, and proudly serving individuals, families, farms, and businesses through local independent agents across the West.

The Financial Analyst I at the Mutual of Enumclaw Holding Company is a unique, entry-level role reporting directly to the Holding Company CFO, who is responsible for growing and expanding revenue and profit beyond traditional insurance underwriting operations. This role will aid in building the strategic roadmap, conducting industry research and analysis, and supporting Holding Company-level planning, including business case development, management and Board-level presentations, financial forecasting, and analysis.

Location: The successful candidate will work at and live within driving distance of our Seattle, WA office.

Hiring Range*:$70,400 - $78,200

Salary Range:$70,400 - $86,100

Candidates with more experience may be considered for a Financial Analyst II position. Compensation and position will be commensurate with experience.

Financial Analyst II

Hiring Range: $77,000 - $86,300*

Salary Range: $77,000 - $98,900

*The Hiring Range represents Mutual of Enumclaw’s current hiring pay scale for this role. Mutual of Enumclaw reserves the right to modify or update this range any time. Exact compensation may vary based on skills and experience. Compensation is only one part of our entire total rewards package. To see some of the benefits and perks we offer, please click here.

Responsibilities

• Partners with the Holding Company CFO to support strategic expansion of non-core operations, including financial analysis, business case development, and executive-level presentations.
• Works closely with the Mutual of Enumclaw underwriting company CFO and FP&A leader to ensure financial performance supports the expansion of the Holding Company strategy.
• Prepares management reporting packages, including supporting Board-level strategic updates for the Holding Company CFO and senior leadership.
• Provides strategic FP&A support, including long-range planning, capital and investment analysis, M&A due diligence, and interpretation of insurance-specific metrics such as premium, combined ratio, and PTOI.
• Builds and maintains financial models and spreadsheets to support planning, trend analysis, and scenario evaluation, including in support of Investment Management and Reinsurance strategy.
• Collaborates cross-functionally with Finance, Product Management, Claims, IT and Actuarial on special projects and strategic initiatives.
• Performs other related duties as assigned.

Qualifications

Required Skills/Abilities:

• Strong Finance and Accounting acumen with working knowledge of financial statements (income statement, balance sheet, cash flow) and core financial principles, with a strong desire to expand knowledge base and capabilities.
• Excellent analytical and problem-solving skills with strong attention to detail.
• Excellent verbal and written communication skills, including the ability to present financial information to non-financial audiences.
• Ability to leverage AI tools (e.g., Claude, Copilot) to accelerate learning, improve efficiency, and automate processes.
• Proficiency in Microsoft Excel and PowerPoint, with financial modeling skills and the ability to adapt AI tools to accelerate analysis and reporting.
• Familiarity with GAAP accounting concepts and ability to apply accounting principles to an expanding business portfolio.
• Strong organizational and time-management skills with the ability to manage multiple deadlines in a fast-paced environment.
• Comfort collaborating across time zones and cultures with on-site and offshore team members.
• Self-motivated with a continuous-learning mindset and the adaptability to shift priorities as business needs evolve.
• Ability to work on-site in the Seattle office four days per week.

Education and Experience:

• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Business Administration, or a related field required; a strong academic record (5 GPA or better) preferred.
• New and recent graduates or expected graduates are encouraged to apply.
• Insurance industry coursework, internship experience, or knowledge (e.g., P&C fundamentals, NAIC statutory reporting) is a plus but not required.
• Progress toward, or interest in pursuing, a professional credential (e.g., CFA, CPA, MBA) is a plus.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer, including video conferencing.