• Perform financial data analysis and reporting related to P&C insurance.
• Analyze and reconcile insurance financial information, including premiums, loss reserves, and commissions.
• Support financial planning and analysis (FP&A) activities within an insurance company or brokerage environment.
• Investigate and explain financial differences and variances through clear written communication and presentations.
• Work independently with limited guidance and direction to complete hands-on analytical work.
• Identify potential process improvements, including opportunities to leverage AI.
• Identify opportunities to transition appropriate activities offshore or use AI to support work delivery.

Required Qualifications

• Experience working for an insurance company or broker performing financial planning and analysis-related work.
• Background in P&C insurance data analysis, insurance accounting, or FP&A.
• Clear understanding of insurance finance, including premiums, loss reserves, commissions, and financial reconciliation/FP&A.
• Experience handling financial data analysis and reporting.
• Ability to work independently with limited guidance and direction.
• Strong written and oral presentation skills, including the ability to explain and communicate financial differences clearly.
• Hands-on approach to completing analytical work rather than providing recommendations alone.

Preferred Qualifications

• Experience working with data platforms such as Databricks or Snowflake.
• Ability to identify process improvement opportunities involving AI, offshore delivery, or other approaches to improving how work is performed.