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Product Financial Analyst (Mid-level) – Insurance Focus
SicrediAnalista Financeiro Pleno atuando na gestão de comissões e validações financeiras na área de seguros. Busca um profissional analítico e orientado à precisão para desafios financeiros no Sicredi.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial management, including insurance commissions, financial analyses, and accounting reconciliations. Proficient in utilizing advanced Excel and Power BI for data analysis and reporting.
Highest-signal resume keywords
Financial AnalysisInsurance Commission ManagementAccounting ReconciliationAdvanced ExcelAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ManagementAccountingAnalytical ValidationForecastingBalance ControlsDisbursement ExecutionInvoice RecordingContract AnalysisFinancial Indicator MonitoringOperational Financial Analysis
Soft Skills
Attention to DetailOrganizationWritten CommunicationVerbal Communication
Tools & Technologies
Microsoft OfficePower BI
Industry Keywords
Insurance MarketActuarial CalculationsFinancial ControlsAllocation Processes
About the role
Key responsibilities & impact- Manage, control and validate insurance commissions;
- Monitor other payments and compensation items related to operations;
- Ensure accuracy, traceability and reliability of financial information;
- Perform circularization processes, forecasting, balance controls and transfers;
- Support communication of information to cooperatives.
- Perform analytical validation of partners' profit-sharing calculations;
- Execute allocations, controls and disbursements to cooperatives;
- Ensure accuracy of calculations and adherence to agreed criteria;
- Support clear and timely communication of results and disbursements.
- Conduct various financial analyses;
- Carry out financial and accounting reconciliations;
- Record invoices, payments and allocations;
- Support contract analyses with a focus on financial clauses;
- Develop, monitor and update administrative and financial indicators;
- Ensure reliability and consistency of information in indicators and reports;
- Support analyses that underpin financial and operational decisions.
- Handle administrative requests related to the area.
Requirements
What you’ll need- Experience in Finance, Administration or Accounting;
- Bachelor's degree in Business Administration, Accounting, Economics or related fields;
- Knowledge of Accounting;
- Microsoft Office (advanced Excel; Power BI desirable);
- Analytical skills, organization and attention to detail;
- Good written and verbal communication skills.
- Preferred qualifications
- Experience in the insurance market and actuarial calculations;
- Experience managing commissions, calculating results and other payments;
- Previous experience with operational financial analyses;
- Familiarity with allocation processes and financial controls.
Benefits
Comp & perks- Fixed 14th and 15th salaries
- Profit-sharing (depending on seniority)
- Health and dental plans with no copayment
- Wellness programs through Wellhub (formerly Gympass): nutrition, psychology, occupational health, massage, running groups and local gym access
- Meal and grocery vouchers – flexible percentage allocation between cards (no copayment)
- Extended maternity and paternity leave
- Childcare or nanny allowance for children up to 6 years and 11 months
- Allowance for children with disabilities, no age limit
- Life insurance
- Private pension plan up to 8% of salary
- Training platform – Sicredi Aprende, offering various courses
- 40-hour workweek – using a time bank system
- Remote work allowance (except for positions that are 100% on-site).