Forever Forward
Financial Analyst Specialist, Insurance Claims & Legal
Location
United States
Posted
16 days ago
Salary
Not specified
No structured requirement data.
Job Description
Role Description
This role involves providing financial counsel that drives sustainable and profitable growth for the organization, specifically supporting the Personal Lines Claims Services organization and the Legal Division.
- Lead monthly close process through reporting and analytics of Personal Lines Claims department and Legal Division operating expenses and loss adjustment expenses (LAE).
- Lead quarterly forecasting and 3-year planning process, partnering with leadership to build financial plans and forecasts.
- Lead management reporting and complex analysis of PL Claims department and Legal Division initiatives.
- Own the PL Claims staffing model and lead staffing discussions, providing strategic recommendations.
- Support FP&A transformation initiatives to improve efficiency and effectiveness.
Qualifications
- 6+ years of financial planning experience, preferably within an Insurance company.
- Bachelor’s degree in a related field or equivalent combination of education.
- Understanding of claims processes and costs, and their relationship with the Legal Division workload.
- Demonstrated understanding of operational expense reporting and budgeting.
- Ability to collaborate with senior leaders and influence strategic decision making.
- Proven ability to explain financial results through visuals and simple explanations.
- Proven ability to operate with planning and reporting software (preferably Oracle cloud-based planning and Smartview).
Requirements
- Ability to support business partners with a sense of urgency and proactively provide recommendations.
- Willingness to travel as needed for role, including divisional/team meetings.
- Ability to fulfill business needs, including investing extra time and helping other teams.
Benefits
- Total compensation package, including annual bonus eligibility for most roles.
- 401(k) with a company match.
- Flexible workplace culture with remote work options.
- Growth opportunities through mentorship and development programs.
- Commitment to inclusion and belonging in the workplace.
- Initiatives focused on sustainability and reducing environmental impact.
Job Requirements
- 6+ years of financial planning experience, preferably within an Insurance company.
- Bachelor’s degree in a related field or equivalent combination of education.
- Understanding of claims processes and costs, and their relationship with the Legal Division workload.
- Demonstrated understanding of operational expense reporting and budgeting.
- Ability to collaborate with senior leaders and influence strategic decision making.
- Proven ability to explain financial results through visuals and simple explanations.
- Proven ability to operate with planning and reporting software (preferably Oracle cloud-based planning and Smartview).
- Ability to support business partners with a sense of urgency and proactively provide recommendations.
- Willingness to travel as needed for role, including divisional/team meetings.
- Ability to fulfill business needs, including investing extra time and helping other teams.
Benefits
- Total compensation package, including annual bonus eligibility for most roles.
- 401(k) with a company match.
- Flexible workplace culture with remote work options.
- Growth opportunities through mentorship and development programs.
- Commitment to inclusion and belonging in the workplace.
- Initiatives focused on sustainability and reducing environmental impact.
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