Strategic Financial Analyst - KPI & Forecasting

Berkley Management Protection (a Berkley Company); West Hartford (CT); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Annual bonus

Full benefits package

Job summary

Berkley Management Protection is seeking a Senior Financial Analyst to focus on short- and long-term financial results by building and monitoring KPIs, analyzing performance, and supporting departmental strategies. You will develop complex models and dashboards to forecast scenarios and guide operational decisions.

The role requires close collaboration across business units, month-end close diligence, and data-driven insights to improve efficiency and profitability.

Qualifications

• Bachelor's degree in Accounting or Finance or higher is required.
• Strong ability to interpret data trends and deliver actionable insights.
• Proficiency with Excel and financial reporting systems like Essbase/Hyperion.

Responsibilities

• Analyze monthly/quarterly results against plan and benchmarks.
• Develop and maintain financial models and dashboards for forecasting.
• Perform month-end close activities and related reconciliations.
• Provide financial guidance to business units for decisions.
• Collaborate across the organization to improve efficiency.
• Maintain accuracy and timeliness of financial processes.

Skills

Financial analysis

KPI reporting

Data-driven insights

Cross-functional collaboration

Time management

Microsoft Office

Education

Bachelor’s degree in Accounting or Finance

MBA with accounting/finance concentration

Tools

Essbase

Hyperion

Vena

Power BI

Job description

Berkley Management Protection is seeking a Senior Financial Analyst to focus on short- and long-term financial results by building and monitoring KPIs, analyzing performance, and supporting departmental strategies. You will develop complex models and dashboards to forecast scenarios and guide operational decisions.

The role requires close collaboration across business units, month-end close diligence, and data-driven insights to improve efficiency and profitability.