About the Role

We’re seeking a Financial Data Analyst to join our growing insurance team. This role is ideal for someone who loves working with financial data, creating meaningful reports, and uncovering insights that drive better business decisions.

You’ll work across finance and operations to analyze performance, develop reports, and identify trends that help improve efficiency and profitability. The ideal candidate has strong Excel expertise, a keen eye for accuracy, and enjoys bringing clarity to complex financial information.

Key Responsibilities

• Prepare and analyze financial reports, forecasts, and performance metrics used by leadership to guide strategic decisions.
• Use advanced Excel skills — including pivot tables, VLOOKUPs/XLOOKUPs, INDEX/MATCH, IF/AND formulas, and data validation — to organize, analyze, and visualize large datasets.
• Consolidate and reconcile financial data from multiple systems to ensure accuracy and consistency.
• Identify trends, variances, and opportunities for improved reporting and operational performance.
• Support month-end, quarter-end, and budgeting processes with accurate data and timely analysis.
• Collaborate with finance and accounting teams to enhance reporting tools, streamline data collection, and improve processes.
• Recommend opportunities to automate manual tasks and standardize reporting practices.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or a related field.
• 3–5+ years of experience in a financial analysis or data-focused role, ideally in insurance, banking, or financial services.
• Expert-level Excel proficiency (pivot tables, advanced formulas, and financial modeling).
• Strong analytical and problem-solving abilities with high attention to detail.
• Experience working with financial data, budgets, and variance analysis.
• SQL knowledge is a plus but not required.
• Excellent organizational and communication skills with the ability to work independently and manage multiple priorities.

Why You’ll Love Working Here

• Competitive salary and comprehensive benefits
• Opportunities for growth and professional development
• A collaborative, supportive culture focused on accuracy, improvement, and teamwork
• The chance to influence business decisions through impactful data insights

Core Values

• Integrity – We act with honesty and accountability
• Clarity – We make data understandable and actionable
• Collaboration – We succeed together
• Continuous Improvement – We always look for smarter, more efficient ways to operate