Senior Financial Analyst

SageSure; Philadelphia (Philadelphia County); On-site; USD 64,000 - 110,000; Full time

Job summary

Join a leading company in catastrophe-exposed property insurance as a Senior Financial Analyst. You'll be part of a dynamic Financial Planning & Analysis team, supporting organizational decision-making through detailed financial analysis, budgeting, and reporting. Ideal candidates have a bachelor’s degree and 3-5 years of FP&A experience, with strong analytical and problem-solving skills. SageSure promotes a collaborative environment offering generous benefits including tuition reimbursement and a matching 401K plan.

Benefits

Tuition reimbursement

Wellness allowance

Paid volunteer time off

Matching 401K plan

Qualifications

• 3-5 years of professional experience in FP&A or Accounting.
• Experience in the insurance industry preferred but not required.
• Strong communication across various audiences.

Responsibilities

• Assist in the preparation and development of department budgets and forecasts.
• Perform variable and fixed cost analyses to identify opportunities.
• Enhance existing process documentation and develop new process guides.

Skills

Analytical skills

Problem-solving

Project management

Attention to detail

Education

Bachelor’s Degree in Finance or Accounting

Tools

MS Excel

PowerPoint

NetSuite

Job description

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Overview:

If you're looking for the stability of a profitable, growing company with the entrepreneurial spirit of a startup, we’re hiring. SageSure, a leader in catastrophe-exposed property insurance, is seeking a Senior Financial Analyst. We are seeking a driven individual to join our Financial Planning & Analysis team within the Corporate Strategy group to provide financial support and analysis to aid departments in decision making.

Overview:

If you're looking for the stability of a profitable, growing company with the entrepreneurial spirit of a startup, we’re hiring. SageSure, a leader in catastrophe-exposed property insurance, is seeking a Senior Financial Analyst. We are seeking a driven individual to join our Financial Planning & Analysis team within the Corporate Strategy group to provide financial support and analysis to aid departments in decision making.

We are seeking a driven individual to join our Financial Planning and Analysis team to provide financial support and analysis to aid departments in decision making. As a Senior Analyst, you will enable SageSure’s continued growth by strengthening financial budgeting and forecasting in these departments. This includes executing on a range of initiatives aimed at improving our financial performance and capabilities. To do this effectively, you will be comfortable working cross-functionally and with all levels of the organization, be organized and detail-oriented, and have a desire to learn in a hands-on environment.

What you’d be doing:

• Budgeting and Forecasting:
• Assist in the preparation and development of department budgets, forecasts, and other related reporting activities throughout the year
• Input and maintain budget and forecast data in appropriate systems as well as any associated supporting schedules
• Document and maintain budget and reforecast process workflows
• Take ownership of data accuracy and integrity across necessary systems
• Provide variance analysis of actual results versus budget and/or forecast
• Proactively produce and analyze reports to develop insights about drivers of performance
• Develop and maintain detailed financial exhibits as necessary
• Financial Analysis and Support:
• Develop a strong understanding of the corporate general ledger system and reporting tools
• Perform variable and fixed cost analyses to identify potential improvement opportunities
• Analyze and report on financial information and records as requested by management
• Develop and maintain budget reporting metrics
• Operational Improvements:
• Enhance existing process documentation and create new process guides where needed
• Develop library of reference information that will help strengthen FP&A operations
• Support the development of an operational scorecard and regularly monitor our performance; use results to drive process improvements
  
  

We’re looking for someone who has:

• Bachelor’s Degree in Finance or Accounting preferred
• 3-5 years of professional experience FP&A or Accounting
• Proficiency in MS Excel and PowerPoint; ability to create compelling data exhibits and presentations for an executive audience
• Experience in the insurance industry is preferred but not required
• Experience with NetSuite and NetSuite Budgeting and Planning preferred but not required
• Demonstrated analytical, problem-solving, and project management skills
• Desire to learn in a hands-on and dynamic environment
• Robust organizational skills and attention to detail; maintain a high standard of documentation
• The ability to communicate effectively across a wide range of audiences
• Ability to learn new concepts quickly and apply skills learned in a rapid and effective manner
• Operate with a strong sense of urgency
  
  
  

About SageSure:

Named among the Best Places to Work in Insurance by Business Insurance for four years in a row (2020-2023), SageSure is one of the largest managing general underwriters (MGU) focused on catastrophe-exposed markets in the US. Since its founding in 2009, SageSure has experienced exceptional growth while generating underwriting profits for carrier partners through hurricanes, wildfires, and hail. Available in 16 states, SageSure offers more than 50 competitively priced home, flood, earthquake, and commercial products on behalf of its highly rated carrier partners. Today, SageSure manages more than $1.9 billion of inforce premium and helps protect 640,000 policyholders.

SageSure has more than 1000 employees working remotely or in-office across nine offices: Cheshire, Connecticut; Chicago, Illinois; Cincinnati, Ohio; Houston, Texas; Jersey City, New Jersey; Mountain View, California; Marlton, New Jersey; Tallahassee, Florida; and Seattle, Washington.

SageSure offers generous health benefits and perks, including tuition reimbursement, wellness allowance, paid volunteer time off, a matching 401K plan, and more.

SageSure is a proud Equal Opportunity Employer committed to building a workforce that reflects the spectrum of perspectives, experiences, and abilities of the world we live in. We recognize that our differences make us strong, and we actively seek out diverse candidates through partnerships with organizations, institutions and communities that represent various backgrounds. We champion belonging and inclusion for all identities, including, but not limited to, race, ethnicity, religion, sexual orientation, age, veteran status, ability status, gender, and country of origin, striving to create a culture where all individuals feel valued, respected, and empowered to bring their authentic selves to work.

Our nimble, highly responsive culture nurtures critical thinkers who run toward problems and engineer solutions. We relentlessly pursue better outcomes by investing in the technology, talent, and tools that position us to succeed in demanding markets. Come join our team! Visit sagesure.com/careers to find a position for you.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Insurance

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