The Senior Financial Analyst, FP&A is a high-impact role for a finance professional who wants to help shape business performance through insightful analysis, strong partnership, and modern reporting capabilities. This role partners with Finance and business leaders across Skyward’s U.S. Specialty Insurance business to support financial planning, forecasting, reporting, and analysis; deliver actionable insights; and strengthen data-driven decision making.
Principal Duties and Responsibilities
- Help business leaders make informed decisions by developing financial models, analyzing performance trends, summarizing key assumptions, and translating results into clear insights.
- Partner and underwriting leaders on timely analysis that supports strategic priorities, including financial modeling of new business opportunities.
- Build, maintain, and enhance reports, dashboards, and analyses within planning, financial reporting, Power BI, and other business intelligence tools to improve self-service analytics and reporting efficiency.
- Develop analysis and presentation materials for quarterly business reviews with divisional leaders and Executive Management
- Prepare, review, and distribute quarterly profit and loss statements, including variance explanations, key business drivers, and opportunities to improve financial visibility.
- Promote a culture of personal responsibility/accountability and open communication.
- Ensure fair and ethical policies and practices in all relationships and operations.
Knowledge, Skills and Abilities.
- Experience managing multiple priorities with competing deadlines, with the ability to adjust approach as needed.
- Excellent verbal and written communication skills.
- Strong organizational skills with a proactive approach to identifying issues, improving processes, and driving work forward.
- Analytical curiosity and ownership mindset, with the ability to ask thoughtful questions, connect financial results to business drivers, and follow through on commitments.
- Ability to manage deadlines during key planning, forecasting, reporting, and business review cycles.
- Sound judgment and comfort working through complex issues, balancing detail orientation with a practical understanding of business priorities.
- Exercise initiative, demonstrate adaptability, service motivation, respect the differences of others, and accept personal responsibility.
- Meet deadlines and work well under pressure in a fast-paced environment.
- Demonstrated effectiveness working independently in a hybrid or remote environment.
- Working knowledge of Power BI or other business intelligence tools, with interest in applying AI-enabled tools to modernize FP&A reporting, improve analysis, and reduce manual processes.
Why Join Us
- Work closely with Finance and business leaders across a dynamic Specialty Insurance platform.
- Gain exposure to senior leadership discussions, planning cycles, profitability analysis, and strategic decision-making.
- Help modernize FP&A through better reporting, dashboards, Power BI, and emerging AI-enabled tools.
- Join a collaborative team that values accountability, curiosity, continuous improvement, and clear communication.
Qualifications, Education and Experience Preferred
- Minimum four (4) year degree from an accredited institution, Accounting/Finance
- 2–4 years of experience with accounting, financial planning, forecasting, reporting, and analysis.
- Prior experience working at an insurance company is a plus, but not a requirement.
- Experience with Power BI or other business intelligence tools preferred; familiarity with AI-enabled tools for reporting, analysis, automation, or process improvement is a plus.
Compensation & Benefits
The applicable base salary for this opportunity is $80,000 - $100,000. The base pay offered will be determined by factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. In addition to the base salary, this opportunity may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition and professional certification assistance, 401k savings, elective participation in the Employee Stock Purchase Program, paid time off, paid holidays, and child bonding leave, as well as other employee assistance.
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