Senior Financial Analyst
Trean Insurance Group
full-time
Posted on:
Location Type: Hybrid
Location: Wayzata • Minnesota • United States
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Salary
💰 $75,000 - $90,000 per year
Job Level
About the role
- Responsible for accurate and timely budgeting, forecasting, and financial analysis.
- Assist with long-range planning and scenario analysis.
- Develop and maintain complex financial models.
- Monitor forecast accuracy and provide insightful commentary.
- Partner with underwriting, actuarial, and operations teams.
- Prepare monthly and quarterly management reporting packages.
- Perform ad-hoc business analyses as needed.
Requirements
- Bachelor’s degree in finance, economics, mathematics, or related field
- 7+ years of financial analysis and budgeting experience, preferably within insurance or financial services
- Expert-level proficiency in Microsoft Excel
- High familiarity with Microsoft Office suite products
- Experience creating clear high-level presentations
- Strong understanding of insurance concepts
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- Proven ability to optimize processes
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysisbudgetingforecastingfinancial modelingMicrosoft ExcelMicrosoft Office
Soft Skills
process optimizationcommunicationpresentation skills