Hybrid Senior Financial Analyst at Berkley

Company Details:

 

Berkley Management Protection offers a modular suite of management liability products through the Grove℠, their bespoke and easy to use platform tailored towards independent agents. Their Trellis Management Liability Portfolio℠ of coverages include directors and officers, employment practices, fiduciary, cyber, crime and miscellaneous professional liability.

 

https://www.berkleymp.com/

Responsibilities:

The Senior Financial Analyst will have a Focus on both short and long-term financial planning and analysis to evaluate and forecast business performance. Key responsibilities include:

• Works closely with the CFO, Leadership team, underwriting and sales staff to enable our Insurance with Ease vision.
• Execution of the department’s strategies and key initiatives through special projects
• Utilizing data-driven insights to uncover behavioral patterns within agency operations and enhance performance across key metrics.
• Collaboration throughout the organization to provide overall efficiencies within BMP

Duties include but are not limited to:

• Ensuring accuracy, completeness, and adherence to deadlines around the monthly, quarterly, and year-end close process.
• Performing detailed analysis of internal financial data, including profit and loss statements, financial reports, revenues, direct expenses, and commissions.
• Conduct analysis of key business drivers, trends and performance indicators to provide value-added inputs.
• Develop and maintain complex financial models and dashboards to support forecasting, scenario planning, and strategic initiatives.
• Partner with business units to provide financial guidance and support for operational and strategic decisions.
• Evaluating external and internal intel to provide actionable insight into the current market landscape.
• Maintain Power BI reports for accuracy, quality and relevance

Qualifications:

 

• Bachelor’s degree in Finance, Accounting or pursuing a Master’s in Business Administration with a concentration in finance or accounting, or comparable advanced professional education.
• Strong written and verbal communication skills, with the ability to collaborate effectively across business functions.
• Skilled in interpreting data trends and delivering actionable insights to support strategic decision-making.
• Highly organized and adept at managing time effectively in dynamic environments with shifting priorities.
• Demonstrates initiative and curiosity, with a commitment to thorough research and problem-solving.
• Proficient in Microsoft Office tools (Excel, Word, Outlook, PowerPoint) and financial reporting systems such as  Essbase, Hyperion, Vena.

 

The Company is an equal employment opportunity employer. 

Additional Company Details:We do not accept unsolicited resumes from third party recruiting agencies or firms.The company offers a competitive compensation plan and robust benefits package for full time regular employees including:• Base Salary Range: 80k-$115k • Eligible to participate in annual discretionary bonus• Benefits include: Health, dental, vision, dental, life, disability, wellness, paid time off, 401(k) and profit-sharing plansThe actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.Sponsorship Details:Sponsorship not Offered for this Role Apply Now