Financial and Insurance Analyst

CRICO; Boston (MA); On-site; USD 67,000 - 90,000; Full time

Job summary

A healthcare insurance firm in Boston seeks a Financial and Insurance Analyst to conduct financial analysis, reporting, and insurance evaluation. The role entails preparing financial data for stakeholders and ensuring compliance with regulations. Candidates should have a Bachelor’s degree in finance or related fields and ideally possess 3+ years of experience in financial analysis. Strong skills in Excel and SQL are highly valued. This is a full-time position offering competitive pay and opportunities for growth.

Qualifications

• Bachelor's degree in finance, accounting, economics, or a related field.
• 3+ years of demonstrated experience in financial analysis and reporting is preferred.
• Strong experience using SQL and other programming languages is a plus.

Responsibilities

• Conduct detailed financial & insurance analysis, reporting and projections.
• Prepare and present accurate financial data and reports to stakeholders.
• Assist in evaluating financial & insurance risks related to programs.
• Ensure compliance with financial regulations and standards.
• Work closely with various teams to provide financial insights.
• Identify opportunities for process improvements in financial analysis.
• Support the Enterprise Data Governance team in operationalizing data governance.

Skills

Financial modeling

Analytical skills

Problem-solving

Communication skills

Data analysis tools

Education

Bachelor’s degree in finance, accounting, economics or related field

Master’s degree or professional certification

Tools

SQL

Excel

PowerPoint

Job description

Financial and Insurance Analyst at CRICO.

Base Pay Range

$67,000.00/yr – $90,000.00/yr

Role Summary

The Financial & Insurance Analyst plays a pivotal role in CRICO’s finance department and data governance program. You will conduct financial analysis, forecasting and insurance analysis while ensuring data is complete, accurate, and timely for operational and analytical use.

Responsibilities

• Conduct detailed financial & insurance analysis, reporting and projections, including trend analysis, loss analysis, and financial modeling.
• Prepare and present accurate and timely financial data and reports to management and stakeholders.
• Assist in evaluating and determining financial & insurance risks and opportunities related to insurance programs, including premium pricing, capital position, loss and reserve, and other activities.
• Ensure compliance with financial regulations and standards; assist with internal and external audits.
• Work closely with teams including underwriting, claims, actuaries, and IT to gather relevant data and provide financial insights.
• Identify opportunities for process improvements and implement best practices to enhance efficiency and accuracy in financial & insurance analysis and reporting.
• Support the Enterprise Data Governance team to implement and operationalize data governance processes, best practices, and software across the organization.
• Other activities and tasks as assigned.

Qualifications

Education & Experience

• Bachelor’s degree in finance, accounting, economics, or a related field. Master’s degree or professional certification is a plus.
• 3+ years of demonstrated experience in financial analysis and reporting is a plus but not required, preferably in the insurance industry.
• Strong experience using SQL and other programming languages is a plus.

Skills

• Proficiency in financial modeling and analysis tools, advanced Excel and PowerPoint skills, and familiarity with related software.
• Strong analytical and problem‑solving abilities, with keen attention to detail.
• Excellent written and verbal communication skills, with the ability to present complex financial information in a clear and concise manner.
• Ability to work effectively in a team environment and collaborate with cross‑functional teams.
• Ability to manage multiple priorities and adapt to a fast‑paced, dynamic work environment.
• Skilled in leveraging data analysis tools and techniques to obtain, clean, and organize data to generate recommendations and insights.

People Management

No direct people management responsibilities.

Seniority Level

Associate

Employment Type

Full-time

Job Function

Analyst and Finance; Industry: Insurance