Senior Financial Analyst, FP&A
3 weeks ago
When, Millennial Specialty Insurance (“MSI”) partnered with Baldwin Risk Partners in 2019, we were a single-product tech-enabled renters insurance platform with only 18 colleagues. Today, MSI has grown to over 900 colleagues with more than 10 insurance products thru a combination of rapid organic growth and strategic, tech-enabled partnerships. Our goal is to produce proprietary products to our customers that are fast, easy to use, and customizable with a deep focus on the customer experience. We believe that through our scalable, tech-enabled, proprietary platform and products, we will fundamentally change the insurance industry. Internally, we are dedicated to a culture that has innovation at its core and providing a world class colleague experience. Since 2021, we have tripled our colleague headcount to support the growth of the business. MSI is looking for top talent to join our journey as we continue to grow. Come join us at Millennial Specialty Insurance, the MGA of the Future
Primary Responsibility:
Analyze monthly financial results, including KPI’s, and identify/explain trends and changes from Plan/Prior Year, preparing related summaries/ management reports for business leaders and other key stakeholders.Assist in building Monthly Reporting packages and communicate results as needed.Develop and automate models to transform data into meaningful, clear, concise management reporting. Assist in developing Budget/Plan and Forecast using various models, industry data, and insights from business leaders. Develop Key understanding of the Expense and Revenue drivers of the business to be used in various modeling. Support business opportunities by collaborating with business leaders and their teams and creating proformas and other ad hoc analysis.Ability to collaborate with key stakeholders and other cross-functional groups (Ops, Accounting, IT, Data & Analytics, etc.)Contribute to a positive work environment by demonstrating cultural expectations (BRP Azimuth) and influencing others to reward performance.Required Qualifications:
Education: Bachelor’s DegreeFinance, Accounting, Economics, and/or other relevant degreesExperience 2+ years of relevant work experienceLicenses: CPA or CFA preferred but not required. Insurance licenses such as CPCU, Affiliated, P&C licensing, etc. a plus.Experience with Adaptive Insights a plus.Skills:
Analyze information and use logic/rationale that connects various concepts.Ability to build a story around your findings and relay results to leaders.Utilize effective research and investigative techniques.Quick Learner in picking up insurance concepts and implementing into analysis.Basic understanding of GAAP (accruals, revenue recognition, etc.)Good knowledge of Microsoft Office tools, especially Excel.Insurance experience is preferable.Work Environment
Travel Frequency – Up to 10%Strong preference for candidate to reside in Tampa, FL with a hybrid office schedule of 2+ days a week#LI-BM1
#LI-REMOTE
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