Lead Finance Analyst jobs at Liberty Mutual Insurance - 611 jobs
Strategic Underwriting Lead - Financial Institutions
Liberty Mutual Insurance 4.5
Lead finance analyst job at Liberty Mutual Insurance
A leading insurance company is seeking a senior underwriter to work independently on complex accounts in Chicago. This role involves managing a portfolio of brokers and developing profitable business. The ideal candidate should have over 7 years of underwriting experience and possess strong analytical and communication skills. The position offers a competitive salary, benefits, and a supportive work environment.
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$95k-121k yearly est. 2d ago
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Senior VA & RILA Financial Reporting Lead
Transamerica Corporation 4.1
Baltimore, MD jobs
A leadingfinancial services firm in Baltimore seeks a seasoned professional to lead the financial reporting for Variable Annuities and RILAs. The role includes overseeing the preparation of financial statements, managing a dedicated team, and ensuring compliance with IFRS and US GAAP standards. Candidates should have significant experience in financial reporting within life insurance, strong analytical and leadership skills, and advanced degrees in relevant fields. A competitive salary range of $187,000 to $248,000 is offered, alongside comprehensive benefits including a pension plan and 401k match.
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$187k-248k yearly 1d ago
Head of Commercial Finance
Medica 4.7
Minnetonka, MN jobs
Medica is a nonprofit health plan with more than a million members that serves communities in Minnesota, Nebraska, Wisconsin, Missouri, and beyond. We deliver personalized health care experiences and partner closely with providers to ensure members are genuinely cared for.
We're a team that owns our work with accountability, makes data-driven decisions, embraces continuous learning, and celebrates collaboration - because success is a team sport. It's our mission to be there in the moments that matter most for our members and employees. Join us in creating a community of connected care, where coordinated, quality service is the norm and every member feels valued.
The Head of Commercial Finance has overall responsibility for the financial results of their assigned business segment. This position serves as the segment financelead and has overall responsibility for relevant financial analysis, reporting, accounting close support, forecasting, budgeting, and ad hoc analyses for running the segment. This position will be a close a strategic partner to the Segment General Manager and be jointly accountable for the successful growth and profitability of the aligned segment. This includes full oversight and accountability for the Segment P&L inclusive of membership, Revenue, Medical expense, Pharmacy expense, non-claims medical, and admin allocations for the segment. Performs other duties as assigned.
Key Accountabilities
Collaborate with segment leadership team to drive forward business and financial strategies to strengthen the segment's position in the market. Focus will include product, pricing, network, health management, sales, exchanges, and administrative efficiencies.
Represent the needs and requirements of the segment to understand and influence decisions in the development of trend reporting, cost saving initiatives, operational and platform performance and administrative efficiencies
Own and lead the MBR and QBR process for assigned segment. This may include updating or developing new materials to report on segment results, evaluate segment performance, provide insights on the segment business results, analyze and track opportunities for growth/profitability enhancement, and other ad hoc analysis/management reporting.
Evaluates financial implications of key decisions and initiatives, including major purchases, acquisitions, outsourcing arrangements, new products, IT systems development, geographic expansion opportunities, proposed new partner alignments, etc.
Own and lead forecasting, annual budgeting, and long-term plan development for segment financials. Regular forecasting and budgeting updates will be made throughout the year covering the entire P&L for the segment.
Take the lead on segment specific projects. Examples of such projects could include CMS bid development and submission, new vendor implementations, geographic expansions and/or significant platform enhancements
Oversee day-to-day team responsibilities and prioritize work (may include direct and indirect staff)
To be successful, this individual will also partner closely with analytics, actuarial, markets, network, underwriting, sales, risk adjustment, and other enterprise teams as needed to effectively manage, grow, and enhance profitability for existing business or expand our existing offerings/geographical reach. Some of the key bodies of work will include: strategic planning, product pricing, product financial performance, risk management strategies, product design support, pricing analysis/support, growth strategy design & execution.
Required Qualifications
Bachelor's degree in Finance, Accounting, Economics or related field; equivalent combination of education and related work experience will also be considered
10+ years of relevant combined experience in finance, accounting and/or product development
5+ years direct management experience
Preferred Qualifications
Experience in finance and/or strategy in healthcare, insurance or managed care
Direct experience and deep knowledge of Commercial health insurance business
Experience in budgeting, forecasting and the development of complex financial models within complex business environments / industries
Knowledge of applicable state and federal laws, particularly new laws related to health care reform
Skills and Abilities
Strong oral and written communication and presentation skills
Self-directed and can develop and lead a technical team if needed
Ability to analyze and interpret complex financial data
Strong project management skills
Strong drive for results and accountability
Ability to articulate vision and strategy
Creative problem-solving skills using innovative approaches
Effective handling multiple complex projects with a high degree of engagement
Demonstrated leadership and influencing skills with the ability to lead and drive change
Strong strategic planning skill
Demonstrated ability to build consensus across multiple constituencies, including Senior Management
Collaborative management style and the ability to work with staff at all levels
This position is an Office role, which requires an employee to work onsite at our Minnetonka, MN office, on average, 3 days per week.
The full salary grade for this position is $130,300 - $223,400. While the full salary grade is provided, the typical hiring salary range for this role is expected to be between $130,300 - $195,510. Annual salary range placement will depend on a variety of factors including, but not limited to, education, work experience, applicable certifications and/or licensure, the position's scope and responsibility, internal pay equity and external market salary data. In addition to base compensation, this position may be eligible for incentive plan compensation in addition to base salary. Medica offers a generous total rewards package that includes competitive medical, dental, vision, PTO, Holidays, paid volunteer time off, 401K contributions, caregiver services and many other benefits to support our employees.
The compensation and benefits information is provided as of the date of this posting. Medica's compensation and benefits are subject to change at any time, with or without notice, subject to applicable law.
Eligibility to work in the US: Medica does not offer work visa sponsorship for this role. All candidates must be legally authorized to work in the United States at the time of application. Employment is contingent on verification of identity and eligibility to work in the United States.
We are an Equal Opportunity employer, where all qualified candidates receive consideration for employment indiscriminate of race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$130.3k-223.4k yearly 3d ago
Director of Finance
Vouch, Inc. 4.4
San Francisco, CA jobs
Vouch is the insurance broker that powers ambition.
We're a tech‑enabled insurance advisory and brokerage purpose‑built for growing companies in technology, life sciences, and professional services. Our clients are ambitious leaders building complex businesses, and we help them manage risk with tailored advice, smart coverage, and responsive service.
Backed by over $200M from world‑class investors, Vouch combines deep industry expertise with AI‑powered tools to deliver a better insurance experience. Our digital workflows reduce friction, speed up decisions, and give our clients the confidence to move faster.
Why join Vouch?
Not only is this an exciting and growing team where you can drive a real impact on our operational scalability, but Vouch is also the preferred insurance provider to customers of Y Combinator, Brex, Carta, and WeWork. We're a quickly growing startup that believes in transparency and acknowledgment with our team members and cultivating a values‑driven company. Our values are “Be Client Obsessed”, “Own it together”, “Act with integrity and empathy”, “Stay Curious and Grow”, and “Empower People.”
Work Environment
Vouch has employees across the U.S., with offices in San Francisco, Chicago, and New York City. While this role has hybrid work flexibility, we require team members to be in the office at least three days per week (Tuesday, Wednesday and Thursday) to foster close collaboration and team building.
Why this role matters
As the Director of Finance, you will sit at the intersection of strategy and execution, serving as a critical business partner to the CFO and executive leadership. You will move beyond simple reporting to drive profitability, operational efficiency and financial oversight for the business.
In this "player‑coach" role, you will lead a direct report while rolling up your sleeves to own Vouch's financial architecture. You will own long‑range and annual planning, support board and investor relations, and build the data‑driven insights necessary to scale Vouch into the future.
What you'll do
Own the Financial Architecture: Own and enhance Vouch's 3‑statement and business unit financial models. Build scenarios for new initiatives, GTM strategies, and resource allocation to ensure plans support overall business objectives.
Strategic Planning & Forecasting: Lead the annual and semi‑annual planning processes, and monthly rolling forecasts. Partner with department heads to set targets and drive accountability.
Executive & Board Partnership: Act as a strategic advisor to executive leadership. Produce materials for the executive team, Board of Directors, and investors providing financial clarity to guide strategic decisions.
Drive Business Insights: Collaborate cross‑functionally with GTM, Product, and Data teams to refine driver‑based unit economics and analyze P&L impact. Lead profitability analyses to identify cost optimization and growth opportunities.
Systems & Scale: Drive enhancements to and adoption of financial planning and reporting software. Implement process improvements that drive operating leverage across the company.
Team Leadership: Manage, mentor, and develop a direct report, helping them grow their skills in business partnering and operational excellence.
About you
Experience: 8-10+ years of progressive experience in strategic finance, corporate FP&A, or investment banking, with a background in high‑growth tech or fintech environments.
Technical Mastery: Expert‑level 3‑statement modeling skills (P&L / balance sheet / cash flow) with the ability to build complex models from scratch.
Strategic Thinker: Experience partnering with executives to influence strategy, pricing, and resource allocation.
Leadership: Demonstrated experience managing or mentoring team members and leading cross‑functional processes.
Communication: Excellent oral and written communication skills, with the ability to distill complex data into clear narratives for the Board and investors.
Agility: Comfort working in a fast‑paced, high‑growth environment where you must manage ambiguity and pick up unstructured tasks to run them to completion.
Nice to have
MBA
Experience with insurance or fintech business models
Experience with data analytics/visualization tools
Experience operating financial planning software
Benefits
Competitive compensation and equity packages
Health, dental, and vision insurance
Wellness allowance
Company‑sponsored personal and professional development
Partnerships with Ethena and monthly Lunch & Learns
Wellbeing perks, including Peloton, Fetch, OneMedical, Headspace care+
Caregiver support with dependent care FSA and Care.com membership
Regular performance reviews with goal setting and promotion opportunities
Interview Process
30‑minute phone call with recruiting
30‑45 minute video interview with hiring manager
Case study/technical screen
Meeting the team: 30‑45 min 1:1 video discussion with 3-4 team members
Executive chat
Compensation
Our salary ranges are based on paying competitively for our size and industry. Compensation includes equity and a benefits package. Individual pay decisions are based on qualifications, experience, skill set, location, and business need. The pay range for this role is $200,000 - $240,000 USD per year (Hybrid - San Francisco, California, US).
Equal Opportunity Statement
Vouch believes in putting our people first, and building a diverse team is at the front of everything we do. We welcome people from different backgrounds, experiences, perspectives, and ranges of abilities. We are an equal‑opportunity employer and celebrate the diversity of our growing team. If you require reasonable accommodation to complete this application, interview, or complete any pre‑employment testing, please direct your inquiries to *******************.
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$200k-240k yearly 1d ago
Strategic Finance Director: Scale & Exec Partner
Vouch, Inc. 4.4
San Francisco, CA jobs
A technology-driven insurance brokerage is looking for a Director of Finance in San Francisco, California. You will leadfinancial strategy and oversight, collaborate with executives, and enhance financial models. The ideal candidate has 8-10 years of strategic finance experience and skills in financial modeling and communication. The compensation package is competitive, with a salary range of $200,000 - $240,000 annually, along with comprehensive benefits and equity options.
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Lead finance analyst job at Liberty Mutual Insurance
A leading insurance firm is seeking an Executive Underwriter in Chicago focused on wholesale brokerage growth. The role involves underwriting new and renewal business, negotiating terms, and developing marketing strategies. The ideal candidate should possess a business degree and at least 7 years of underwriting experience, including strong analytical and interpersonal skills. The position is essential for driving new business and ensuring profitable renewals in the Financial Lines sector.
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$109k-127k yearly est. 2d ago
Financial Analyst - Reporting - Blue Bell, PA
PMA Companies 4.5
Blue Bell, PA jobs
Back FinancialAnalyst - Reporting #4701 Multiple Locations Apply X Facebook LinkedIn Email Copy Job Description:
As a member of PMA's Financial reporting department, you will play a key role in reporting third-party administrator financial performance to Old Republic International (PMA Companies' parent company), including completion of various quarterly financial reporting packages. You will also be responsible for preparing monthly journal entries and internal financial reporting schedules for PMA.
Responsibilities
Complete and reference financial reporting package on a quarterly basis.
Prepare quarterly pre-close and management schedules for PMA Companies.
Preparation of various general ledger journal entries.
Prepare monthly or quarterly reconciliations for various balance sheet accounts.
Prepare ad-hoc reports as needed.
Contribute to the accuracy of financial statements using internal control guidelines.
Analyze current processes to identify and implement efficiencies.
Coordinate with teams across the company to gather information for quarterly reporting.
Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.
Requirements:
Bachelor's degree in Accounting / Finance or equivalent insurance-related work experience is required.
Minimum of one year experience in accounting/finance or related field.
Strong verbal and written communication skills.
Proven critical thinking skills that demonstrate analysis/judgment and sound decision making with focus on attention to detail and quality awareness.
Strong organizational skills with the ability to work independently and deal with multiple tasks simultaneously.
Strong computer skills, including Excel and other Microsoft Office products, as well as accounting/GL software (EAS general ledger preferred).
$76k-101k yearly est. 3d ago
Sr. Financial Reporting Analyst
Symetra 4.6
Bellevue, WA jobs
Symetra's Investment Accounting department has an exciting new opportunity to join us as aSenior Financial Reporting Analyst!
About the role
As aSenior Financial Reporting Analyst,you will be responsible for the accurate and timely reporting of investment-related financial data in accordance with both GAAP and Statutory reporting guidelines. You'll be working within the company's traditional investment portfolio, including fixed income securities, public equities, and other Schedule D assets.
What you will do
Participate in the company's accounting close and reporting cycles, including preparing journal entries, financial analytics, management reports, and reconciliations to ensure financial accuracy.
Analyze complex investment transactions and ensure accurate accounting treatment in compliance with GAAP, statutory, and regulatory standards.
Support the preparation of Schedule D and other statutory filings related to traditional assets.
Collaborate with internal teams, external auditors, and Symetra's third-party vendor to resolve complex accounting and reporting issues.
Work closely with GAAP and statutory reporting teams to ensure accurate financial disclosures and appropriate presentation.
Research and document accounting issues, and assist in drafting and updating accounting policies and analyses.
Support cash operations and cash custody deliverables.
Identify areas for process improvement, contribute to special projects, and implement solutions in collaboration with project leads.
Produce high-quality deliverables with minimal guidance, incorporating feedback to improve outcomes.
Why Work at Symetra
Here's what some of our employees have to say about why they work at Symetra:
"Symetra will spoil you. There aren't many companies that will put as much effort into you being a success as Symetra. The culture will challenge you but simultaneously put you at ease. Failure is seen as integral to the learning process so there is less reason to be fearful of it." - Kerry S., Sr. Systems Analyst
"If you want to invest in yourself and build a career, this is a great place to work. If you don't want to put in the effort to learn the industry and become a student of the business (it takes real effort!), there are easier places to work."- Cris H., VP Internal Sales
What we offer you
Benefits and Perks
We don't take a "one-size-fits-all" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.
Flexible full-time or hybrid telecommuting arrangements
Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
Paid time away including vacation and sick time, flex days and ten paid holidays
Give back to your community and double your impact through our company matching
Want more details? Check out our Symetra Benefits Overview
Compensation
Salary Range: $77,600 - $129,400 plus eligibility for the company annual bonus program.
Who You Are:
High School Diploma is required; A Bachelor's Degree or equivalent related experience preferred.
Bring 5+ years of relevant experience with strong technical skills, solid engineering fundamentals, and the ability to manage and deliver high-quality work independently.
Have built full systems end-to-end-including databases, APIs, and web UIs-through professional roles or personal projects, demonstrating ownership from initial design to deployment. Experience with Rust is a big plus!
Excel at solving complex problems through structured analysis, creative thinking, and effective collaboration across functions.
Communicate clearly with partners and leadership, showing curiosity, proactivity, and a commitment to continuous learning.
Foster an inclusive, purpose-driven team culture and champion diversity, strong collaboration, and healthy cross-team relationships.
We empower inclusion
At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspective, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here. Creating a world where more people have access to financial freedom
Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products--and operate our company--to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom. For more information about our careers visit: careers Work Authorization
Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company. Please review Symetra's Remote Network Minimum Requirements: As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection:
Minimum Internet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband."
Internet Type:Fiber, Cable (e.g., Comcast, Spectrum), or DSL.
Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up.
When applying to jobs at Symetra you'll be asked to test your internet speed and confirm that your internet connection meets or exceeds Symetra's standard as outlined above. Identity Verification Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity. Failure to comply with verification procedures may result in:
Disqualification from the recruitment process
Withdrawal of a job offer
Termination of employment and other criminal and/or civil remedies, if fraud is discovered
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$77.6k-129.4k yearly 4d ago
Manager Financial Accounting
Munich Re 4.9
Hartford, CT jobs
Manage and oversee the claims accounting reporting team with focus on timely and accurate quarterly and annual production reporting. This includes but is not limited to, ensuring that all detailed processes are complete as well as management and oversight of the analysis processes and management reporting. Support HSB Group and Munich Re by providing core general ledger and digital visualization reporting and analysis. Manage and coordinate quarterly financial results presentations, management walkthroughs/presentations and dashboards. Manage continuous improvement efforts and initiatives related to claims accounting and other impacted areas/systems/interfaces. Manage the Financial Interface architecture, including, but not limited to, requirements and specification outlines, testing and implementation of new and revised architecture and processes. Manage claims accounting team to provide training, development and oversight. Oversees statutory compliance process.
Education and Experience:
Bachelor's degree in Accounting or Finance or equivalent work experience
7+ years' experience in accounting and reporting is required
P&C and/or Reinsurance insurance experience is preferred
CPA highly desired
Knowledge and Skills:
Strong communications skills (verbal and written)
Strong analytical skills
Organized and detail oriented
Strong process improvement acumen
Ability to influence at all levels of management
Ability to prioritize multiple tasks and work within tight time frames
Strong computer skills including Excel spreadsheets, macros and working with databases.
Problem solving skills
Basic understanding of Insurance accounting concepts
At The Hartford Steam Boiler, a subsidiary of Munich Re, we see Diversity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services.
We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. The work environment characteristics, and any physical and mental requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.
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$116k-160k yearly est. 6d ago
Segment Finance Analyst II
Medica 4.7
Minnetonka, MN jobs
Medica is a nonprofit health plan with more than a million members that serves communities in Minnesota, Nebraska, Wisconsin, Missouri, and beyond. We deliver personalized health care experiences and partner closely with providers to ensure members are genuinely cared for.
We're a team that owns our work with accountability, makes data-driven decisions, embraces continuous learning, and celebrates collaboration - because success is a team sport. It's our mission to be there in the moments that matter most for our members and employees. Join us in creating a community of connected care, where coordinated, quality service is the norm and every member feels valued.
Analyze financial data by collecting, monitoring and creating financial models for decision support. Improve financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management. Assist with annual and quarterly forecasting. Performs other duties as assigned.
Key Accountabilities
Assist in preparation of monthly, quarterly, and annual financial reports including variance analysis and key performance metrics
Build and maintain financial models to support budgeting, forecasting and long-range planning
Collaborate with cross-functional teams including Product, Sales and Actuarial to ensure financial accuracy and alignment
Monitor key performance indicators (KPIs) and provide variance analysis with actionable recommendations
Assist in the evaluation of new products, pricing strategies, and market expansion opportunities
Required Qualifications
Bachelor's degree in Finance, Accounting, Economics, or equivalent experience in related field
5+ years of related experience within data analysis, financial reporting and forecasting
Adaptability and fast learning ability. TM1 and/or SQL experiences desired
Expert or advanced MS Excel skill and PowerPoint experience
Preferred Qualifications
Healthcare experience and healthcare economics knowledge are pluses
Result driven and detail oriented with the ability to manage and collaborate multiple priorities in a fast-paced environment
Analytical, decision-making, and organizational skills. Ability to synthesize complex data into actionable insights
Ability to synthesize complex data into actionable insights
Strong interpersonal and communication skills
This position is an Office role, which requires an employee to work onsite at our Minnetonka, MN office, on average, 3 days per week.
The full salary grade for this position is $56,600 - $97,000. While the full salary grade is provided, the typical hiring salary range for this role is expected to be between $56,600 - $84,840. Annual salary range placement will depend on a variety of factors including, but not limited to, education, work experience, applicable certifications and/or licensure, the position's scope and responsibility, internal pay equity and external market salary data. In addition to compensation, Medica offers a generous total rewards package that includes competitive medical, dental, vision, PTO, Holidays, paid volunteer time off, 401K contributions, caregiver services and many other benefits to support our employees.
The compensation and benefits information is provided as of the date of this posting. Medica's compensation and benefits are subject to change at any time, with or without notice, subject to applicable law.
Internal Applicants: We're excited about your interest in growing your career at Medica! To be eligible to apply for internal opportunities, employees must have been in their current role for at least one year.
Recruiter: Michael Benson
Eligibility to work in the US: Medica does not offer work visa sponsorship for this role. All candidates must be legally authorized to work in the United States at the time of application. Employment is contingent on verification of identity and eligibility to work in the United States.
We are an Equal Opportunity employer, where all qualified candidates receive consideration for employment indiscriminate of race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$56.6k-97k yearly 3d ago
Financial Analyst - Reinsurance - Blue Bell, PA
PMA Companies 4.5
Blue Bell, PA jobs
Preparation of various general ledger journal entries.
Prepare monthly reconciliations for accounts receivable.
Prepare monthly or quarterly reconciliations for various other balance sheet accounts.
Completion of cash collection schedules for all business written.
Calculate state and line of business allocations for losses, premium taxes, commissions, and other expense accounts.
Assist in the calculation and reporting of liability treaty reinsurance amounts.
Process Concur payments for various Reinsurers.
Prepare Ad-hoc reports in excel as needed.
Prepare other reconciliations as assigned.
Providing additional support with special projects or Audit requests.
Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.
Requirements:
Bachelor's degree in accounting/finance or equivalent insurance-related work experience is required.
Minimum of one year experience in accounting/finance or related field.
Strong verbal and written communication skills.
Proven critical thinking skills that demonstrate analysis/judgment and sound decision making with focus on attention to detail and quality awareness.
Strong organizational skills with the ability to work independently and deal with multiple tasks simultaneously.
Strong computer skills, including 2010 Microsoft Office, as well as accounting/GL software (EAS preferred).
$70k-101k yearly est. 3d ago
Underwriting Analyst #11375
Munich Re 4.9
Princeton, NJ jobs
Underwriting Analyst
We're adding to our diverse team of experts and are looking to hire those who are committed to building a culture that enables the creation of innovative solutions for our business units and clients. We will consider a range of experience for this role and the offer will be commensurate with that.
The Company
As a member of Munich Re's US operations, we offer the financial strength and stability that comes with being part of the world's preeminent insurance and reinsurance brand. Our risk experts work together to assemble the right mix of products and services to help our clients stay competitive - from traditional reinsurance coverages, to niche and specialty reinsurance and insurance products.
The Opportunity
Future focused and always one step ahead.
The Underwriting Analyst is responsible for providing support to MR F&C Corporate Engineering underwriters. Duties will include reviewing and handling submission requests, process new business, renewals through the company's financial system in a timely and accurate manner, researching property locations for prior coverage and losses using Munich Re Americas and Munich systems, assigning occupancies to locations, calculating total insured values and setting up quote/binder templates. Communicates with brokers/agencies, customers and internal departments and special projects as needed.
Responsibilities
Organize submission information:
Review and organize the submission or specification for new and renewal business and endorsements within the time standard and business hours set out by the department.
Provide internal processing and research support on complex submissions. Provide Underwriters with required reports and analysis.
Review the limits, deductibles and input terms and conditions into global and local systems.
Clear submissions for single risk and facultative certificate in the appropriate Munich global system.
Request information and follow up for any missing information using emails.
Prepare submissions for entry into the underwriting systems for rating purposes.
Set up folders electronically for submissions, new and renewal business, and endorsements. Clear any incoming mail/emails in the underwriting system, match up with appropriate file (s).
Perform quality control of system entries to ensure accurate financials and mitigate any resulting financial impacts; maximize the integrity, quality and usability of information which will minimize discrepancies encountered by local and global data consumers.
Collaborate with Underwriters, internal departments and clients to ensure all assumptions are properly included.
Run basic rating and pricing models.
Independently handle:
Preparation of quotes and binders
Policy Review, Policy Processing for both insurance single risk policies, endorsements and reinsurance certificates
Research loss information
Clear accounting discrepancies and assist claims with any information they may require
Recommend process improvements tool and enhancements, testing of systems and process changes
Participate on global or local projects as assigned
Qualifications
* Bachelor's degree or college level insurance coursework.
* Company experience 4+ years with emphasis on analytic functions in underwriting, accounting, or statistical disciplines. 2+ years' experience as an underwriting analyst.Experience with manuscript policy form preferred.
* Working knowledge of pricing models, insurance policies and reinsurance contracts for property engineering lines of business.
* Basic knowledge of primary and/or reinsurance underwriting process and coverage
* Excellent customer service skills with successful ability to take ownership of and resolve issues
* Intermediate to expert level computer skills - Microsoft Excel, Word, PowerPoint, SharePoint, and Outlook.
* Detail oriented and results driven
* Ability to Travel between Princeton and New York
The Company is open to considering candidates in numerous locations, including Princeton. The salary range posted below applies to the Company's Princeton location.
The base salary range anticipated for this position is $72,000 - $105,000 plus opportunity for company bonus based upon a percentage of eligible pay. In addition, the company makes available a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO).
The salary estimate displayed represents the typical salary range for candidates hired in this position in Princeton. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have and comparison to other employees already in this role. Most candidates will start in the bottom half of the range.
At Munich Re, we see Diversity, Equity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services.
We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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$72k-105k yearly 4d ago
TreasurySvcs and AcctsPayable Analyst
Munich Re 4.9
Princeton, NJ jobs
Treasury Services and A/P Analyst
We are adding to our diverse team of experts and are looking to hire those who are committed to building a culture that enables the creation of innovative solutions for our business units and clients.
The Company
Munich Re America Services (MRAS) is a shared service organization that delivers services to all Munich Re US P&C Companies and other group entities.
As a member of Munich Re's US operations, we offer the financial strength and stability that comes with being part of the world's preeminent insurance and reinsurance brand. Our risk experts work together to assemble the right mix of products and services to help our clients stay competitive - from traditional reinsurance coverages, to niche and specialty reinsurance and insurance products.
The Opportunity
Future focused and always one step ahead!
The Treasury Services and Accounts Payable Analyst will process disbursement requests for all outgoing payments. Support the maintenance of vendor information and onboard new vendors while adhering to established controls using the global procure-to-pay system. This role will also process invoices through an Optical Character Recognition (OCR) tool. In addition, the Treasury Services and Accounts payable analyst will record incoming receipts in the financial system (SAP).
Responsibilities
Collect required information for new vendor onboarding and provide bank verification for electronic payments.
Support change management for all vendors within the global procure to pay system.
Validate all incoming invoices through the OCR tool daily.
Process all incoming invoices through various global tools and systems.
Perform daily processing of cash receipts through SAP - Accounts Receivable and SAP systems.
Research and assign the proper tax type and jurisdiction of company expenses submitted for payment.
Reconcile disbursement activity with SAP and execute payment run activity daily. This includes the execution of check printing and verification of print quality. Confirm receipt of positive pay files submitted to various banks.
Performs payment adjustments and reviews the paid exceptions and payment clearance functions.
Responds to employee, vendor and client inquiries regarding payment requests or status.
Performs user acceptance testing of new system applications.
Qualifications
Successful candidates will possess the following skills/capabilities:
Bookkeeping and/or accounting experience
Ability to analyze and report on transactions
Microsoft Word/Excel skills
Time management and organizational skills
Preferred intermediate to advance SAP knowledge - Accounts Payable, Accounts Receivable, General Ledger
The Company is open to considering candidates in Princeton, NJ. The salary range posted below applies to the Company's Princeton location.
The base salary range anticipated for this position is $50,000- $55,000plus opportunity for company bonus based upon a percentage of eligible pay. In addition, the company makes available a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO).
The salary estimate displayed represents the typical salary range for candidates hired in this position in Princeton, NJ. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have and comparison to other employees already in this role. Most candidates will start in the bottom half of the range.
At Munich Re, we see Diversity, Equity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services.
We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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The Talcott Investment Analytics Strat role is an investment analyst that specializes in data management, investment analytics, program management, digital product design, in addition to quantitative sciences, fostering collaboration between investment subject matter experts and technologists, to help make Talcott's Investment function best in class in the Insurance Asset Management business. The Strat team supports Credit and Structured Credit Analytics, Strategic Asset Allocation function, Asset Liability & Balance Sheet Management, Investment Compliance & Reporting, and Investment Data Architecture. As a Talcott Strat, you will be working in a small team where priorities often change, juggling both project work and business as usual delivery. While being a member of the Investments Team, you will be collaborating with the Technology team to bridge the gap between Investments and Technology.
Primary Responsibilities:
Business Solutions: Develop analytics and dashboards that are accurate, robust, and scalable in support of the investment management function: investment reporting, portfolio construction, asset-liability management, strategic asset allocation, hedging, portfolio and manager performance measurement, compliance.
End to end Data Architecture: Develop and support the investment data architecture, building and maintaining an end-to-end process that results in a trusted gold copy investment data platform.
Data & Analytics: Develop analytic methods and tools to transform and aggregate data to assess detailed risk exposures across assets, portfolios, entities, and managers, including look-through analysis for funds and other structured assets; and for uncovering correlated risks
Data Management: Identify and integrate vendor tools/data to support investment analytics and decision-making (e.g., Aladdin, Intex, TREPP)
Report Automation: Develop automation tools to support timely and accurate data and information flow from vendors and external partners, including error detection and correction.
Program Management: Collaborate with Investment teams in both Front Office and Operations, and other business units where applicable to develop specifications and deliver functionality.
Qualifications:
Outstanding background in investment data & analytics
5+ years. of development experience supporting investment/finance end-to-end system architecture.
Programming expertise in MS SQL. Proficient with MS Power BI (Python a plus)
Strong general and technical communication skills, with an ability to effectively articulate complex financial and mathematical concepts, and able to communicate with senior leaders/portfolio managers.
Creativity and strong problem-solving skills
Ability to work independently and in a highly collaborative team environment.
Understanding of capital markets and capital markets products
Understanding liability-driven investing (especially insurance liabilities) is a plus.
Awareness / understanding of various risk and risk capital frameworks.
$99k-155k yearly est. 60d+ ago
Investment Operations Senior Analyst
Global Atlantic Financial Group Limited 4.8
Boston, MA jobs
About Global Atlantic
Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit ***********************
POSITION OVERVIEW
The Investment Operations Analyst will help support $190bn+ in assets across various asset classes, including fixed income, illiquid credit, asset backed securities and real assets. The individual will focus on supporting these asset classes through a variety of functions outlined below:
Develop a broad understanding of all asset classes invested in by Global Atlantic
Support day-to-day reviews of investment guideline compliance reports
Assist with ongoing automation efforts
Launch of new sidecar compliance processes
Help respond to client inquires
Run ad-hoc analysis / scenario-based testing for our Investments Team
QUALIFICATIONS
Bachelor's degree with 0-2 years of relevant experience preferred (for recent college graduates, bachelor's degree in Economics, Finance, Accounting, or a related field)
Understanding of Fixed Income asset
Interest in finance/investments, with basic accounting knowledge. Interest in operational, accounting, and legal aspects of investments.
Strong analytical and problem solving skill set
Ability to work with Portfolio Managers and senior management
Excellent communication and interpersonal skills to work in a fast paced, team environment
This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
Global Atlantic EEOC Statement
Global Atlantic is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
The base salary range for this role $72,000-$136,800 USD
Privacy Statement
Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to *****************
Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.
$72k-136.8k yearly Auto-Apply 14d ago
Sr. Investment Analyst, Multi-Asset Solutions Team
John Hancock 4.4
Boston, MA jobs
As a member of the Multi-Asset Solutions team, you will play a critical role in supporting the management and oversight of over $65 billion in multi-asset strategies, including target risk, target date, and alternative asset allocation funds. This position offers a unique opportunity to gain exposure to portfolio management, asset allocation research and cutting-edge investment technology.
Responsibilities:
Assist in the day-to-day portfolio management and oversight responsibilities of multi-asset portfolios, ensuring alignment with investment objectives
Participate in research and portfolio management meetings to help ensure strategy positioning reflects the investment team's market outlook and research perspectives
Support portfolio managers in quantitative portfolio construction studies to help formulate optimal strategic and tactical asset allocation mixes
Drive innovation by leveraging advanced analytics and technology platforms to optimize portfolio management workflows and enhance scalability
Collaborate with portfolio managers and analysts to facilitate systematic and bespoke asset allocation trading and rebalancing activities
Incorporate synthetic exposures where appropriate to adjust positioning efficiently and cost-effectively
Conduct detailed risk and factor evaluation across multi-asset portfolios to ensure consistency with investment outlooks and mandates
Perform performance attribution analysis and compile insights for dissemination across portfolio management and senior management teams
Work with client portfolio managers to support communication of investment outlook, trade rationale and performance drivers
Build and maintain relationships with key external partners, including brokers and research firms, to gain research insights and understand product development initiatives
Collaborate effectively across the organization, including multi-asset portfolio managers and analysts, trading, portfolio construction & risk, manager research, and other key stakeholders
Develop and implement systematic tools and dashboards utilizing platforms such as Aladdin, Bloomberg, FactSet, and BarraOne to improve efficiency, transparency and decision-making across asset allocation strategies
Gain expertise in new tools and share insights with the team to support adoption and best practices
Stay informed on emerging technologies and contribute ideas for process improvements that enhance investment decision-making and operational efficiency
Requirements:
Bachelor's degree in Economics, Finance, or a related field; CFA and/or MBA or progress toward designation preferred
7+ years of experience in investment-related field
Strong quantitative and analytical skills with a demonstrated ability to think critically and solve problems
Collaborative team player with excellent written and oral communication skills
Advanced proficiency in Excel and PowerPoint; programming skills (Python, VBA, SQL) highly desirable
Proficiency in portfolio management and analytical software including BlackRock's Aladdin, FactSet, Bloomberg, Morningstar DIRECT™ and other investment tools a plus
Comfort working with large datasets and building automated solutions
Ability to manage multiple priorities in a fast-paced environment with strong attention to detail
When you join our team:
We'll empower you to learn and grow the career you want.
We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we'll support you in shaping the future you want to see.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit *************************************************
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************.
Referenced Salary Location
Boston, Massachusetts
Working Arrangement
Hybrid
Salary range is expected to be between
$116,000.00 USD - $202,000.00 USD
If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.
Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify
Company: John Hancock Life Insurance Company (U.S.A.)
$116k-202k yearly Auto-Apply 11d ago
Senior Analyst, Investment Accounting
Global Atlantic Financial Group Limited 4.8
Boston, MA jobs
About Global Atlantic
Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit ***********************
POSITION OVERVIEW
Global Atlantic is seeking a candidate to join the Investment Accounting COE team and support the review of the reconciliation between Clearwater and GL ensuring accuracy, integrity and adequate substantiation of the investment balances supporting the GAAP and STAT Investment Controllership areas within Investment Accounting.
This individual would be required to bridge the operations and the accounting for investment activity to support the accounting and reporting. This position will also support cross functional initiatives related to process enhancements and redesign related to achieving concurrent and consistent delivery of investment results across multiple basis.
Responsibilities include, but are not limited to:
Assist with the preparation of investment-related reconciliations for US GAAP and statutory reporting purposes
Support the Investment Accounting team with the clearing and reconciliation of investment-related transactions processed in various financial subledgers
Team with Investment Accounting third-party service providers and finance-wide stakeholders to ensure timely clearing and proper recognition of investment-related transactions in the general ledger
Support monthly monitoring and substantiation of investment-related suspense accounts
Provide support for audit requests
Assist with ad-hoc projects as needed
QUALIFICATIONS
BS in Finance, Accounting, Economics, Business, or a related major. CPA, MBA preferred
4+ years relevant professional experience in Investment Accounting with experience in reconciliation and general ledger processes or Investment Operations
Strong understanding of investment accounting principles under US GAAP and STAT
Excellent computer skills, including MS Excel, knowledge of Hyperion query tools (FCC, Essbase), Peoplesoft platforms and data analysis tools is a plus.
Strong focus on process improvement and automation and analytical skills
Ability to successfully handle competing priorities and multiple deliverables
Experience with Clearwater Analytics or similar investment accounting platforms preferred
Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office.
Global Atlantic's base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic's total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives.
The base salary range for this position is $80,000-$110,000.
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Privacy Statement
Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to *****************
Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.
$80k-110k yearly Auto-Apply 14d ago
Sr. Investment Operations Analyst II
Pacific Life 4.5
Newport Beach, CA jobs
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.
Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating superior customer experience. We're actively seeking a talented Senior Investment Operations Analyst II to join our Global Institutional Investment Group (GIIG) in Newport Beach, CA. This role is on-site. You'll work at our state-of-the-art Newport Beach headquarters.
As a Senior Investment Operations Analyst, you'll play a key role in Pacific Life's growth and long-term success by providing operational support for GIIG's middle-office team. You will fill a new role that sits in a team of six people in the Institutional division. Your colleagues will include Investment Operations Analysts and fellow investment professionals.
How you'll help move us forward:
Day-to-day operational support for our Global Institutional Investment Group products:
Spread Lending, Stable Value, and Institutional Fixed Annuity
. This middle-office role is a crucial link between the front-office functions (ie sales / underwriting) and back-office functions by engaging in the complete product lifecycle, from trade execution to reporting.
Collaborate with colleagues, custodian banks, external parties, internal departments (Accounting, Audit, Treasury, Finance, Actuaries, Compliance, Law and Enterprise Risk Management) and other areas where necessary to ensure GIIG transactions, deliverables, and reporting are timely and accurately completed
Advance knowledge and thorough understanding of all common fixed income investments including trade execution and associated processes. Leverage your industry expertise to optimize process efficiency
Work with leaders, colleagues or independently to meet strict deadlines and effectively manage multiple priorities with minimal supervision
Ability to analyze problems and find solutions using data. Statistical analysis, data modeling, and data cleaning
Produce analysis and dashboard reporting, management reports / presentations, and adhoc reporting
The experience you bring:
7+ years of experience working in investment operations/middle office role in asset management or investment banking
College degree in finance, accounting, or similar discipline, is preferred
Thorough understanding of fixed-income investments, including trading workflows and systems involved
Must be able to demonstrate proficiency in performing all responsibilities by following documented processes and procedures, while exhibiting attention to detail and accuracy
Advanced research and resolution skills, including familiarity with legal documents
Basic knowledge of Generally Accepted Accounting Principles (GAAP) and Statutory (STAT) relating to securities investments
What makes you stand out:
CFA/MBA beneficial, but not required
Advance technical data skills:
SQL, Python, Power BI and Excel
Knowledge of handling and interpreting datasets
Comprehensive knowledge of MS Office Suite
Experience executing small scale initiatives and participating as a subject matter expert in larger scale initiatives
Working knowledge of the following systems: Bloomberg, FactSet, Salesforce
You can be who you are.
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
#LI-TM1
Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$121,770.00 - $148,830.00
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
$121.8k-148.8k yearly Auto-Apply 60d+ ago
Oliver Wyman - Analyst - Financial Services Quantitative Analytics (FSQA)
Marsh McLennan 4.9
Raleigh, NC jobs
Company:Oliver WymanDescription:
Job title: Analyst - Financial Services Quantitative Analytics (FSQA)
Office/region: Raleigh, NC
Eligibility: Class of 2026; Permanent US work authorization or students eligible under STEM OPT extension (up to 3 years)
About Oliver Wyman
Oliver Wyman is a global leader in management consulting. With offices in 60 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 7,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a wholly owned subsidiary of Marsh & McLennan Companies [NYSE: MMC]. For more information, visit *******************
Team overview:
Oliver Wyman's Financial Services Quantitative Analysis (FSQA) team is a dynamic, fast-growing team of quantitative analytics specialists. We bring sophisticated analytics capabilities including machine learning and generative AI to bear on business-critical problems for our clients predominantly in the financial services industry.
Clients hire us for our depth of insight and expertise; expertise that comes from a combination of specialized domain knowledge and deep data science and engineering capabilities. The current focus area for our Raleigh team is on solving quantitative problems for the Financial Services industry, but there are also opportunities to serve clients in other industries on topics like Supply Chain Management analytics.
We combine analytical rigor with a relentless focus on client impact. We are passionate about developing our people and support your career progression, including a path to Partner. We are looking for candidates who are excited to work in an entrepreneurial environment, focused on delivering impact through analytics.
The role:
Working with us offers excellent career and growth opportunities for highly motivated college graduates from quantitative disciplines with some exposure to data analytics and model development.
This is a client-facing, project-based analytics role, and some travel to client sites is to be expected as part of building client relationships and setting projects on a solid foundation, but most of our work can be conducted from Raleigh. We will make flexible working hours and market leading work life balance a priority considering your individual needs.
The ideal candidates will possess strong technical skills, capability to work in teams, deliver pieces of work efficiently and under high quality standards and have an open and flexible mindset.
Responsibilities will include:
You will work as part of our small, fast-growing team, in coordination with other Oliver Wyman teams and clients across the globe
You will work with large and complex data sets producing customized analyses and advanced models using statistical techniques for the client's needs
You will be given ownership of the model development from start to finish with guidance from experienced managers
You will work on summarizing, presenting and documenting the performed analyses and features of the developed solutions in client-ready formats
Required skills and experience:
Working towards a Bachelor's or Master's degree in a quantitative discipline, e.g. Mathematics, Statistics, Physics, Economics, Data Science, Computer Science or Engineering
Strong analytics and communication skills
Strong coding skills in one or several common languages, i.e. Python, SQL, R
Experience in advanced analytics and data manipulation
Familiarity with generative AI models
Experience working effectively and collaboratively in a team, while being sufficiently self-directed to meet deadlines and produce high-quality output when working independently
Be able to find innovative, practical and flexible solutions to business issues
Excellent command of English language (verbal and written)
The ideal candidate will also have some previous specific experience (through internships or course work) in one or more of our current domain focus areas:
Financial services: e.g. credit risk measurement, market risk measurement, liquidity management, stress testing, financial modelling, model validation, derivatives pricing
Supply Chain analytics: e.g. demand forecasting, network optimization, operations planning
This role is located in Raleigh, NC. Our other office locations are not options for this role.
*
Please note: Earliest start dates for this role will range from mid-summer to late fall of 2026.
Start dates are assigned based on business need.
Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.
With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.
Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.
$72k-111k yearly est. Auto-Apply 54d ago
Financial Analyst
Group1001 4.1
Zionsville, IN jobs
Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees.
Why This Role Matters:
We are seeking a FinancialAnalyst to join our growing team! This is a critical role that will provide data-driven insights needed to help guide strategic decisions. This position will enhance our forecasting, budgeting, and performance analysis capabilities, ensuring leaders across the organization have clear visibility into financial outcomes. You will partner with key stakeholders to help identify opportunities and drive operational efficiencies.
How You'll Contribute:
* Collaborate with department heads to develop, manage, and refine expense budgets on a monthly, quarterly, and annual basis.
* Prepare and maintain rolling forecasts that reflect current business conditions and anticipated changes.
* Perform variance analysis (actuals vs. budget/forecast) and provide commentary to explain drivers of deviation.
* Develop and maintain financial models and tools to support budgeting and forecasting processes.
* Track key performance indicators (KPIs) and identify cost-saving opportunities.
* Assist in the preparation of monthly and quarterly financial reports for senior management.
* Support the annual operating plan and long-range planning processes.
* Provide financial support for business cases, investment decisions, and ad-hoc projects.
* Ensure accuracy and integrity of financial data in Workday and Adaptive Planning systems.
* Partner with Accounting to ensure proper expense recognition and accruals.
What We're Looking For:
* Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CPA a plus).
* 3-5 years of experience in financial planning & analysis (FP&A), corporate finance, or related role.
* Strong understanding of budgeting, forecasting, and financial modeling principles.
* Proficiency in Excel and financial planning software (e.g., Adaptive Insights, Anaplan, Workday Adaptive Planning, Hyperion, etc.).
* Experience with ERP systems (e.g., Workday, SAP, Oracle).
* Excellent analytical, communication, and interpersonal skills.
* Ability to manage multiple priorities in a fast-paced environment.
* High attention to detail and commitment to accuracy.
It would be helpful if you have:
* Experience in Financial Services.
* Exposure to cost center reporting and departmental budget management.
Benefits Highlights:
Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company's Employee Assistance Program and wellness programs-no enrollment is required. Employees may also participate in the Company's 401K plan, with matching contributions by the Company.
Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.
#LI-JT1