Senior Financial Analyst - Remote

Preferred Mutual; United States; Remote; USD 93,000 - 135,000; Full time

Benefits offered by this job

Health insurance

Dental & vision

Pension Plan

401k with employer contribution

Paid time off 25 days

Sick leave

Holidays

BetterHelp sessions

Job summary

Preferred Mutual is seeking a Senior Financial Analyst to join the Finance, Risk & Compliance team. You will lead planning, budgeting, expense analysis and forecasting, partnering with Accounting to translate results into forward-looking insights for senior leadership.

You will own the annual plan, analyze monthly results, deliver management reporting with trends, and support evolving internal financial reporting. This role anchors PMIC’s financial planning and analysis functions.

Qualifications

• Bachelor’s degree from an accredited college/university.
• 4+ years FP&A experience, including at least 1 year in insurance.
• P&C insurance industry experience; GAAP and SAP knowledge.
• Experience with advanced data analysis tools (Excel, Tableau, PowerBI) and AI-driven reporting.

Responsibilities

• Supports PMIC leadership across financial analysis, reporting and planning needs.
• Owns the annual planning and budgeting process for PMIC.
• Analyzes monthly and quarterly results with Accounting.
• Prepares quarterly projections and year-end forecast.
• Delivers monthly/quarterly management reporting with trends and charts.
• Compiles peer benchmarking metrics and insights.
• Identifies drivers and trends for senior management review.
• Helps design internal reporting frameworks for evolving needs.
• Performs ad hoc analyses and special projects as needed.
• Performs other duties as assigned.

Skills

Analytical thinking

Problem solving

Executive storytelling

Data-driven decision making

Prioritization

Education

Bachelor’s Degree

Tools

Excel

Tableau

PowerBI

AI-driven solutions

Job description

Current job opportunities are posted here as they become available.

Please note, employment offered to residents in the following states only: Connecticut, Delaware, Massachusetts, Maryland, Maine, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont.

At Preferred, we understand the importance of holistic health. To meet the diverse needs of our employees, we offer a comprehensive set of benefits:

• Short-term disability, long-term disability, and life insurance coverage are provided at no cost
• Optional benefits include enhanced life insurance and critical illness plans
• 401k plan with an employer contribution that you will receive regardless of your own contribution to the plan
• Pension Plan
• Certain positions may also be eligible for short-term incentive plans.

Social

• Generous paid time off, offering of 25 days at hire (prorated based on start date for the first year)
• 7 days of paid sick leave
• 10 paid company holidays
• Personalized paid time off after 3 years!

Emotional

• Access to 26 Sessions per year for you AND your dependents at no cost through BetterHelp

Physical

• Medical, dental, and vision coverage options begin on the first day of employment
• Health Savings Accounts (with a generous employer contribution)

YOUR PURPOSE AND FUNCTION IN OUR COMPANY:

The Senior Financial Analyst will be part of Preferred Mutual’s (PMIC’s) Finance, Risk & Compliance team and will have responsibility for financial planning, budgeting, expense analysis and forecasting processes across the company, while also supporting the development and enhancement of internal financial reporting.

The successful candidate will partner closely with Accounting to translate results into forward-looking financial insights. They will participate in a range of analytical activities that help departments across PMIC better understand financial and operational results, leading to increased efficiency and lower expense levels.

Responsibilities of the Senior Financial Analyst:

• Supports PMIC leadership across all key areas of the company with financial analysis, reporting, and planning needs
• Ownership of the annual planning and budgeting process for PMIC
• Partners with the Accounting team to analyze monthly and quarterly results
• Prepares financial projections for the quarter and balance of year (BOY)
• Delivers monthly and quarterly management reporting, including trend analyses, commentaries, and charts
• Compiles monthly and quarterly reporting on industry peers’ results and metrics
• Identifies drivers and trends in financial and business metrics, and packages these insights for senior management review and discussion
• Partners with members of the Accounting team to help design and implement internal financial reporting frameworks that anticipate and address the company’s evolving needs.
• Perform ad hoc analysis and special projects as needed.
• Other additional responsibilities as assigned.

KEY CAPABILITIES FOR SUCCESS:

• Excellent analytical and creative problem-solving abilities
• Ability to translate complex financial data into clear, executive - level insights, challenge assumptions and recommend actions to improve financial outcomes
• Proficient in finding the right data and analyzing it for meaningful conclusions, to support senior management decision making
• Self-starter able to work under minimal supervision, prioritize across multiple projects and solve problems independently.
• Strong process orientation with a continuous improvement mindset
• Excellent communication and interpersonal skills
• Intrinsic sense of urgency with the ability to prioritize workloads, meet deadlines and drive results

QUALIFICATIONS:

• Bachelor’s Degree from an accredited college or university
• 4+ years of experience in FP&A, including at least 1 year in the insurance industry required
• P&C Insurance industry experience, relevant industry and/or professional certifications & an understanding of Generally Accepted Accounting Principles (GAAP) and Statutory Accounting Principles (SAP) required
• Demonstrated experience leveraging advanced data analysis tools (e.g., Excel, Tableau, PowerBI, etc.) and emerging AI-driven solutions to extract insights, automate reporting, and support data-informed decision making

ABOUT US: As a mutual company, we are independent by nature, so we think about insurance solutions a little differently. Through listening, problem solving, examining your challenges and collaborating on the right solutions for you, Preferred Mutual independent agents provide flexible solutions and adapt to your evolving needs. We do the same for our employees. We are process and domain experts, focused on the solutions that deliver results for our clients and our company. We offer a great work environment, professional development, challenging careers, and competitive compensation. With Preferred, there are no surprises. You can count on us to deliver on our promises and be there when you need us, as your insurance provider and your employer. Preferred Mutual is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.

DISCLAIMER: This role (job) description indicates in general terms, the type and level of work performed as well as the typical responsibilities of employees in this classification. The duties described are not to be interpreted as being all-inclusive to any specific employee. Management reserves the rights to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Nothing in this position description changes the at-will employment relationship existing between Preferred Mutual Insurance Company and its employees.

The salary range for the role is $92,500 to $135,000 per year paid on a salaried basis. The rate offered to any candidate will be reflective of the candidate’s experience and any relevant education, certification, or qualifications related to their ability to perform the responsibilities of this position as permitted by law.