Senior Associate - Strategic Finance

Senior Associate – Strategic Finance

3–5 years of experience in financial planning & analysis, corporate finance, or related roles (insurance experience a strong plus)
Proven track record owning monthly/quarterly close, variance analysis, and building financial models
Strong analytical skills, with mastery of Excel and working knowledge of SQL
Deep understanding of financial statements, accounting principles, and business drivers
Ability to analyze and interpret large data sets and deliver actionable insights
Experience supporting strategic decision-making in high-growth, fast-paced environments
Self-starter with excellent project management skills, attention to detail, and ability to prioritize competing demands
Comfortable working independently while collaborating effectively across teams
Strong written and verbal communication skills with the ability to present to leadership
Bachelor’s degree in Finance, Economics, Accounting, or a related quantitative field

Develop and maintain detailed financial models to support forecasting, scenario planning, and decision-making
Partner with underwriting, claims, actuarial, and operational teams to understand key business drivers and translate them into actionable financial insights
Lead monthly and quarterly financial reporting, variance analysis, and performance reviews
Analyze large, complex data sets (e.g., claims, premiums, policies) to uncover trends, risks, and opportunities
Leverage SQL, Excel, and BI tools (e.g., Looker, Power BI) to extract, analyze, and visualize data
Support annual budgeting and long-term strategic planning initiatives
Contribute to capital planning, reinsurance analysis, and other corporate finance projects
Drive process improvements and automation initiatives to scale planning and reporting efficiency
Assist in crafting financial presentations for executive leadership, translating complex data into clear, compelling business narratives