[Remote] Senior Financial Analyst
Note: The job is a remote job and is open to candidates in USA. Preferred Mutual Insurance Company is seeking a Senior Financial Analyst to join their Finance, Risk & Compliance team. The role involves financial planning, budgeting, expense analysis, and forecasting, while also enhancing internal financial reporting and providing insights to senior management.ResponsibilitiesSupports PMIC leadership across all key areas of the company with financial analysis, reporting, and planning needsOwnership of the annual planning and budgeting process for PMICPartners with the Accounting team to analyze monthly and quarterly resultsPrepares financial projections for the quarter and balance of year (BOY)Delivers monthly and quarterly management reporting, including trend analyses, commentaries, and chartsCompiles monthly and quarterly reporting on industry peersâ results and metricsIdentifies drivers and trends in financial and business metrics, and packages these insights for senior management review and discussionPartners with members of the Accounting team to help design and implement internal financial reporting frameworks that anticipate and address the companyâs evolving needsPerform ad hoc analysis and special projects as neededOther additional responsibilities as assignedSkillsBachelor's Degree from an accredited college or university6+ years of experience in FP&A, including at least 1 year in the Property Casualty insurance industry requiredP&C Insurance industry experience, relevant industry and/or professional certifications & an understanding of Generally Accepted Accounting Principles (GAAP) and Statutory Accounting Principles (SAP) requiredDemonstrated 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 makingBenefitsShort-term disability, long-term disability, and life insurance coverage are provided at no costOptional benefits include enhanced life insurance and critical illness plans401k plan with an employer contribution that you will receive regardless of your own contribution to the planA cash-balance pension planStudent Loan Repayment AssistanceA short-term incentive plan for all employeesGenerous paid time off, offering of 25 days at hire (prorated based on start date for the first year)7 days of paid sick leave10 paid company holidaysPersonalized paid time off after 3 years!Access to 26 sessions with a BetterHelp therapist each year for you and up to 5 dependents, as well as access to all of BetterHelpâs group and digital resourcesAccess to Family First, a team of care experts who can provide you and your loved ones 1:1 assistance with a variety of caregiving solutions, from elder care to legal and financial challenges, insurance and Medicare navigation, and more!Medical, dental, and vision coverage options begin on the first day of employmentHealth Savings Accounts (with a generous employer contribution!)Company OverviewPreferred Mutual, a property and casualty insurance provider, helping more than 235,000 customers and over 500 independent agent partners Live Assured every day through superior products and unsurpassed customer service. It was founded in 1896, and is headquartered in New Berlin, New York, USA, with a workforce of 201-500 employees. Its website is https://www.preferredmutual.com/.