Offer summary

Qualifications:

Bachelor’s degree in Accounting, Finance, or related field., Over 3 years of experience in Accounting or Finance., Proficiency in Power BI and Microsoft Excel., Intermediate knowledge of Financial Modeling, Management Reporting, and SAP..

Key responsibilities:

Provide financial support and analysis for the business unit.

Build and automate processes to track GWP, new business, and Policy-In Force using Power BI.

Prepare financial reports and conduct analysis for management.

Assist with special projects and work under supervision of senior finance staff.

Job description

Our Client is one of the United States’ largest insurers, providing a wide range of insurance and financial services products with gross written premiums well over US$25 Billion (P&C). They proudly serve more than 10 million U.S. households with more than 19 million individual policies across all 50 states through the efforts of over 48,000 exclusive and independent agents and nearly 18,500 employees. Finally, our client is part of one the largest Insurance Groups in the world.

This position will provide finance support for the Agency Brokerage Network as well as Strategic Partnerships including but not limited to building out processes to track GWP, new business counts and PolicyIn Force tracking which may include manual collection of data and build within Power BI environment. In addition, building out automated process in PowerBI to track and measure successKey performance indicators for the agencies.