Senior Financial Analyst

Trean Insurance Group

Senior Financial Analyst supporting financial planning and analysis for Trean Corporation. Responsible for budgeting, forecasting and evaluating performance metrics in the insurance sector.

Posted 4/17/2026full-timeWayzata • Minnesota • 🇺🇸 United StatesSenior💰 $75,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Health insurance
Retirement plans
Paid time off
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysisbudgetingforecastingfinancial modelingMicrosoft ExcelMicrosoft Office

Soft Skills

process optimizationcommunicationpresentation skills