Financial Analyst - Remote

Oliver James Associates Ltd.; Summit (NJ); Remote; USD 70,000 - 90,000; Full time

Job summary

A newly launched insurance holding company seeks a Financial Analyst to support its finance function. The role involves critical reporting, reconciliation, and reinsurance support, perfect for individuals with accounting or FP&A experience looking for growth opportunities.

Qualifications

• Several years of experience in accounting, financial analysis, or insurance operations.
• Prior exposure to P&C insurance preferred; experience with reinsurance is a plus.
• Familiarity with Excel (PivotTables, SUMIFS, VLOOKUP) required.

Responsibilities

• Assist with monthly, quarterly, and annual closings for insurance entities.
• Prepare reporting schedules and dashboards for senior management.
• Support large data pulls and manipulate raw data into usable insights.

Skills

Attention to detail

Organizational skills

Communication skills

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Excel

Microsoft Power BI

Job description

Financial Analyst

About the Role:

A newly launched insurance holding company is looking for a Financial Analyst to support its growing finance function. This role is ideal for someone with accounting or FP&A experience who is ready to dive into complex data processes, business analytics and reinsurance support.

You'll be a key member of the finance team, taking on critical reporting and reconciliation work that enables more strategic analysis and decision-making. This is a highly visible role with strong growth potential.

Key Responsibilities:

Financial Data Preparation & Reconciliation

• Assist with monthly, quarterly, and annual closings for insurance entities and management reporting
• Prepare monthly premium, loss, and commission entries
• Validate claims reporting and escrow account activity
• Prepare reporting schedules and dashboards for senior management and board reporting

Reinsurance Support

• Maintain reinsurance billing and inventory maintenance
• Reconcile reinsurance data inputs and help prepare supporting schedules

Reporting & Analytics Evolution

• Support large data pulls and manipulate raw data into usable insights for finance leadership
• Perform routine data reconciliations and investigate any changes that occur
• Assist with testing of automated systems prior to their release
• Establish new Excel reporting templates as needed

Qualifications:

• Bachelor's degree in Accounting, Finance, or related field
• Several years of experience in accounting, financial analysis, or insurance operations
• Prior exposure to P&C insurance preferred; experience with reinsurance a plus
• Excel familiarity (PivotTables, SUMIFS, VLOOKUP)
• Experience with Microsoft Power BI a plus
• Strong attention to detail, organizational skills, and communication skills