We are in the process of expanding our team with the addition of a Financial Analyst. This role is based in Coral Gables, Florida. The successful candidate will be responsible for carrying out a range of duties, including the processing of customer applications, maintaining customer records, and responding to customer inquiries.
Responsibilities:
• Engaging in the extensive use of Excel to create complex financial reports and compare data sets.
• Collecting data from third-party claim administrators, brokers, and our risk management information system each month, checking it for accuracy, and reporting on results and trends.
• Conducting Month/Quarter/Year End variance analysis and reconciliation reports.
• Collaborating with various internal divisions and departments to gather, review, and consolidate exposure data for insurance submissions.
• Working closely with our insurance brokers and actuarial team to analyze financial data.
• Assisting with the Risk and Insurance pre-acquisition due diligence and post-acquisition integration.
• Contributing to the monthly actuarial analysis by supplying accurate and complete loss run data and exposure information for in-house variance analysis.
• Developing and maintaining integrated databases.
• Monitoring loss and exposure information for all lines of coverage and corporate programs.
• Assisting in preparing for internal and external audits.
• Managing department invoices and performing basic accounting functions.
• Preparing PowerPoint presentations for senior management.
• Assisting with non-routine/special projects as required.
• Proficiency in Accounting Software Systems is required.
• Comprehensive understanding and experience with CRM tools.
• Proficiency in using Crystal Reports is necessary.
• Knowledge of Data Mining Techniques is essential.
• Ability to perform various Accounting Functions effectively.
• Deep understanding of Accrual Accounting is needed.
• Experience in Auditing is required.
• Familiarity with Budget Processes is crucial.
• Proficiency in Capital Management is expected.
• Skills in Variance Analysis are necessary.