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Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Lead earned premium analysis, variance to plan, and support premium planning
- Maintain and enhance Anaplan premium planning model
- Support budgeting, expense planning, and expense analysis
- Reconcile and balance accounts related to specific financial area
- Make appropriate recommendations for efficiencies
- Maintain integrity of data in various systems
- Analyze financial data and provide recommendations
- Conduct special studies and lead projects
- Partner effectively with business management
- Communicate issues identified and recommend resolutions
Requirements
What you’ll need- Bachelor's degree or comparable work experience
- CPA, CMA, or CFA certification preferred
- Three to six years comparable work experience
- Strong understanding of the components of multiple financial statements
- Experience navigating change positively
- Mastered solid customer service skills
- Highly motivated individual able to take independent actions
- Strong communication, presentation, and negotiation skills
- Intermediate to advanced Excel Skills
- General ledger systems and reporting tools experience preferred
- SQL, Alteryx, and Anaplan model building experience preferred
- Proficient in Word and PowerPoint
Benefits
Comp & perks- Health, Vision, Dental, Short & Long-Term Disability
- Generous PTO (including paid time to volunteer!)
- Up to 9.5% 401(k) employer contribution
- Mental health support
- Career advancement opportunities
- Student loan repayment options
- Tuition reimbursement
- Flexible work environments
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysisbudgetingexpense planningvariance analysisdata reconciliationExcelSQLAlteryxAnaplanfinancial statements
Soft Skills
communicationpresentationnegotiationcustomer serviceindependent actionsmotivationpartnershiprecommendationefficiency improvementchange management
Certifications
CPACMACFA
