Hybrid Senior Financial Analyst: Strategy & Forecasting

Summit Consulting; United States; Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan with company match

Paid time off and holidays

Tuition reimbursement

Commuter benefits

Job summary

Great American Insurance Group, within the Financial Division, seeks a Senior Financial Analyst/Specialist to support strategic initiatives through in‑depth financial analysis, forecasting, and budgeting. The role emphasizes building complex models, presenting insights to senior management, and ensuring strong internal controls.

The position is on‑site four days a week with one day flexible remote, requiring a bachelor’s degree in finance, accounting, economics, or related field and 6+ years of

Qualifications

• Strong proficiency in financial modeling, data analysis, and forecasting techniques.
• Experience in the insurance industry preferred.
• Completion of or continuing progress toward a professional designation such as CFA or CPA preferred.

Responsibilities

• Conducts in-depth financial analysis to support strategic initiatives and business decisions.
• Develops and maintains complex financial models to forecast future financial performance and assess risks and opportunities.
• Leads the development of long‑term financial plans and annual budgets aligned with corporate objectives.
• Regularly updates forecasts to reflect changes in business conditions and market trends; reconciles internal accounts.
• Tracks and analyzes KPIs and financial metrics to evaluate the company’s financial health.
• Prepares and presents detailed financial reports and dashboards to senior management with actionable insights.

Skills

Financial modeling

Data analysis

Forecasting

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Excel

Financial planning software

CoPilot (AI tool)

Job description

Great American Insurance Group, within the Financial Division, seeks a Senior Financial Analyst/Specialist to support strategic initiatives through in‑depth financial analysis, forecasting, and budgeting. The role emphasizes building complex models, presenting insights to senior management, and ensuring strong internal controls.

The position is on‑site four days a week with one day flexible remote, requiring a bachelor’s degree in finance, accounting, economics, or related field and 6+ years of