Legal Claims Professional – Financial Lines
Zurich Insurance
Strategic Finance Analyst
Everly Health
full-time
Posted on:
Location Type: Hybrid
Location: Austin • Texas • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
Tech Stack
BigQueryERPPostgresPythonSQLTableau
About the role
- Support budgeting, forecasting, and long-range planning across business units
- Build and maintain financial models for revenue, margin, and expense analysis
- Analyze performance versus plan and identify key business drivers
- Develop automated dashboards and workflows in Looker to improve visibility and reporting speed
- Leverage AI and machine learning tools to streamline data extraction, reporting, and forecasting
- Conduct scenario modeling to support pricing, capital allocation, and investment decisions
- Collaborate with Accounting to ensure accurate reporting and variance analysis
- Partner with business leaders on structuring new product launches and deployments
Requirements
- 3 to 5 years of experience in investment banking, consulting, FP&A, or corporate finance
- Bachelor’s degree in Finance, Economics, Accounting, or related field
- Advanced Excel modeling skills
- Proficiency in SQL for financial and operational data analysis (Snowflake, Google BigQuery, Databricks SQL, PostgreSQL, etc.)
- Experience with Business Intelligence tools for reporting and visualization (Looker, Tableau, Power BI)
- Familiarity with AI tools for automation, analytics, or forecasting (such as Python, Snowflake, ChatGPT, or workflow automation platforms)
- Knowledge of ERP and planning systems such as NetSuite and Rippling
- Strong understanding of financial statements and business performance metrics
- Analytical, detail-oriented, and comfortable in a fast-paced, data- and AI-driven environment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modelingbudgetingforecastingSQLExcelscenario modelingdata analysisvariance analysisreportingperformance analysis
Soft skills
analyticaldetail-orientedcollaborativecommunicationorganizational
