Senior Financial Analyst

This role serves as a senior-level financial analyst within the Finance Division, leveraging their experience to influence key financial activities. The individual in this role will have responsibilities to support the finance division in a broad range of activities, including being a key contributor in the companywide financial planning and forecasting process, performing quantitative analyses of information to support business decisions, and supporting long-range financial planning. This position offers significant exposure to various finance leadership levels and other business functions, providing an opportunity to share the company’s financial projections and strategy

RESPONSIBILITIES:

• Support the development of annual budgets, quarterly forecasts, and long-range financial plans for the company, and collaborate with team members and business partners to gather inputs and assumptions for financial projections.
• Perform in-depth analysis of variances from plan or forecasted results and prepare presentation materials to communicate results.
• Build relationships with internal stakeholders across various departments and serve as a trusted resource for financial information and analysis.
• Assist in the development of financial plan materials for the Executive Team, Strategic Planning group, and Board of Directors, and provide guidance and mentorship to junior analysts.
• Maintain and enhance financial models to support decision-making and scenario analysis and ensure robust documentation of all supporting assumptions.
• Assess opportunities to improve data quality from source systems in order to better trend, analyze and leverage future AI capabilities to enhance expense budgeting and variance analysis.
• Support efforts for expense and other performance benchmarking studies, particularly around data collection, review of results and developing tools to assist departments with expense analysis/alignment with goals coming out of the benchmark review(s).
• Participate in ad-hoc financial analysis and special projects to evaluate strategic opportunities, capital management, and other business initiatives.
• Assist in implementing improvements and best practices to streamline financial planning and analysis processes, increase efficiency and effectiveness in financial planning activities, improve data accuracy, and enhance reporting capabilities.
• Lead the monitoring and analysis of industry and competitor results and provide updates to finance leaders and executive team members with key insights.
• Stay informed about industry trends, regulatory changes, and best practices in financial planning and analysis.
• Other duties as assigned

QUALIFICATIONS:

ESSENTIAL:

• Bachelor's degree from four-year college or university in Accounting or Finance required.
• Certified Public Accountant (CPA) or equivalent professional designation preferred.
• Minimum 4-6 years of experience in an accounting or financial analysis role and proficiency working within a financial planning software required.
• Strong accounting and financial skills, with knowledge of insurance industry or related financial service sector and statutory accounting experience preferred.
• Strong written and verbal analytical skills with demonstrated ability to model, interpret and report financial data.
• Detail-oriented with a focus on accuracy and data integrity.
• Effective organizational skills to maximize time limitations, meet deadlines, and prioritize requests and assigned tasks.
• Ability to work independently and collaboratively in a team environment, managing multiple priorities and deadlines effectively.
• High degree of discretion / confidentiality, strong problem-solving skills and the ability to think critically and analytically.
• Senior-level experience with Microsoft Office applications, especially Excel/MS Teams.

 PREFERRED: 

• Bachelor’s degree in accounting/finance required, commensurate experience to be considered.
• Certified Public Accountant (CPA) or equivalent professional designation preferred.
• 4-6 years related experience required.
• Insurance industry experience preferred.

 At SECURA, we are transforming the insurance experience by putting authenticity at the forefront of everything we do. Our mission is clear: we’re making insurance genuine. We recognize that our associates are our greatest assets, and we invest in their well-being and professional growth. We offer opportunities for continuous learning and career advancement, competitive benefits, and a culture that champions work-life balance. Joining SECURA means becoming part of a dynamic team that values each individual’s contribution and fosters a collaborative atmosphere. Here, you’ll not only find a fulfilling career but also a place where you can make a positive impact every day. 

SECURA Insurance strives to provide equal opportunity for all employees and is committed to fostering an inclusive work environment. We welcome applicants from all backgrounds and walks of life.