Lead Analyst – Financial Analysis, Risk Management, Underwriting

. Design and maintain reports that provide clear visibility into underwriting inventory, case status, and work‑in‑progress across the full lifecycle.

Posted 4/21/2026full-timeBloomfield • Connecticut • 🇺🇸 United StatesSeniorWebsite

Tools & technologies

PythonSQLVBA

Key responsibilities & impact

Design and maintain reports that provide clear visibility into underwriting inventory, case status, and work‑in‑progress across the full lifecycle.
Analyze workflows to identify bottlenecks, inefficiencies, and opportunities to streamline hand‑offs between business teams.
Deliver insightful, decision‑ready reporting to underwriting leadership to support strategic and operational decision‑making.
Develop and enhance execution reports that track performance, quality, and outcomes.
Identify data quality gaps and collaborate with business partners on root causes and remediation.
Develop future work projections and workload analysis to support staffing and capacity planning.

What you’ll need

Bachelor’s degree or equivalent professional experience.
3+ years of experience supporting underwriting operations or closely related business processes.
Strong understanding of underwriting workflows and cross‑functional partnerships (sales, pricing, finance, operations).
Advanced Excel skills (including pivots; VBA a plus).
Working knowledge of SQL or another analytics language (e.g., Python, SAS, or R).
Proven ability to manage multiple priorities, work independently, and deliver high‑quality results in a fast‑paced environment.
Strong communication skills with the ability to translate data into clear insights for non‑technical audiences.

Comp & perks

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

ExcelVBASQLPythonSASRreportingdata analysisworkload analysisperformance tracking

Soft Skills

communicationindependenceprioritizationanalytical thinkingcollaborationproblem-solvingdecision-makinginsight generationadaptabilitytime management

Certifications

Bachelor's degree