Sr Financial Analyst
2 weeks ago
Westwood Insurance Agency is one of the largest personal lines agencies in the US. Since 1952, we’ve helped more than a million customers protect what matters most. Licensed in all 50 states, Westwood represents hundreds of insurance products offered by the country’s top insurance companies. That’s an advantage for our customers, who benefit from a wide selection of products and pricing. Westwood works closely with home builders and mortgage companies to provide homeowners insurance that is fast, easy, and hassle-free. Our technology-based approach simplifies the process by incorporating insurance into the closing process. The result is happier customers and more on-time closing. As a full-service agency, we can help customers find the right coverage for their circumstances from a wide variety of insurance products, including homeowners and renters policies, auto insurance, specialty item and special event endorsements, small business insurance, umbrella policies, and much more.
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.Provide Monthly Reporting package and communicate results as needed to support VP. Develop and Automate models to transform data into meaningful, clear, concise management reporting. Assist in developing 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 adhoc analysis.Ability to work primarily independently of the VPContribute to positive work environment by demonstrating cultural expectations and influencing others to reward performance and “can do” attitude.Required Qualifications:
Education: Bachelor’s DegreeFinance, Accounting, and or Business DegreeExperience 2-4 years of relevant work experienceLicenses: Not required but recommend insurance licenses including CPCU or Affiliated, P&C licensing etc.Skills:
Analyze information and use logic/rationale that connects various conceptsUtilize effective research and investigative techniquesQuick Learner in picking up insurance concepts and implementing into analysisUnderstanding of General Accounting (Preference)Very good knowledge of Microsoft Office tools especially ExcelInsurance Experience is preferableWork Environment
Travel Frequency - beyond above, be able to attend conferences and client meetings: ~10%Strong preference for candidate to reside in Tampa, FL with a hybrid office schedule of 2+ days a week#LI-BM1
#LI-REMOTE
Click for some insight into our culture
-
Sr Product Analyst
1 month ago
Norwich, United Kingdom Baldwin Risk Partners Full timeThe Sr Product Analyst will work closely with the Product Team, internal and external associates, and vendors to introduce new products, enhance existing products, and enter new markets to support the company's profit and growth targets. They will collaborate with business partners to manage the rate and rule revision process, prepare insurance filings, and...
-
Data Analyst
4 weeks ago
Norwich, United Kingdom Atkinson Moss Full timeAlongside two Software Engineer vacancies we are also helping this growing client source a Data Analyst. This internal data role is responsible for the accurate, timely and efficient delivery of intelligence to the business. In this role you will use a variety of tools including; Power BI, SSRS, Bespoke ERP system to present data. It will be supporting...
-
Financial Crime Analyst
7 days ago
Norwich, United Kingdom Aviva Full timeFinancial Crime Analyst - 18 Month Fixed Term Contract This is a great job for someone who has experience in relation to the application and completion of financial crime controls in investment and asset management (or other financial sectors such as Finance, Banking, or Insurance). A bit about the job: The team are accountable for Customer Due...
-
Sr. Client Service Specialist- Founder Shield
1 month ago
Norwich, United Kingdom Baldwin Risk Partners Full timeFounder Shield is a risk management partner for rapidly evolving, high-growth companies. Our mission to create the best possible experience for purchasing insurance and managing risk for your company. We’re a tech-enabled, boutique broker focused exclusively on insurance solutions for emerging industries and niche insurance products. Our team of experts...
-
Strategic Financial Analyst
7 days ago
Norwich, United Kingdom Norfolk and Norwich University Hospital Full timeJob summary Fixed term contract/ secondment opportunity until 10/3/25 The Financial Strategy team at NNUH is responsible for the development of sustainable financial plans, strategic capital planning, and monitoring of performance against the Trust's financial strategy. The Strategic Financial Analyst is an essential part of the team, helping to...
-
Financial Research Analyst
7 days ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeMy client is a market leading, award winning and hugely respectable business based in the heart of the Financial Services sector here in Norwich, they had been successfully trading for over twenty years. If you're looking to transfer your financial service skills and experience to a role that is unique and different, you have an eye for detail and are...
-
Norwich, United Kingdom Baldwin Risk Partners Full timeFounder Shield is a risk management partner for rapidly evolving, high-growth companies. Our mission to create the best possible experience for purchasing insurance and managing risk for your company. We’re a tech-enabled, boutique broker focused exclusively on insurance solutions for emerging industries and niche insurance products. Our team of experts...
-
Business Analyst
2 weeks ago
Norwich, United Kingdom Reed Accountancy Full time**Business Analyst - c£26,000 - £32,000 Per Annum - Norwich - Full-Time** **Reed Accountancy and Finance** are proud to be working with a forward-thinking research centre in the Norwich area seeking a **Business Analyst**to join their finance department The Finance Team is responsible for dealing with all Finance matters for the main organisations on...
-
Financial Crime Analyst
5 days ago
Norwich, Norfolk, United Kingdom Aviva plc Full timeThis is a great job for someone who has experience in relation to the application and completion of financial crime controls in investment and asset management (or other financial sectors such as Finance, Banking, or Insurance). The team are accountable for Customer Due Diligence activity, financial crime screening, oversight of third parties performing...
-
Strategic Financial Analyst
4 days ago
Norwich, Norfolk, United Kingdom Norfolk and Norwich University Hospital Full timeFixed term contract/ secondment opportunity until 10/3/25 The Financial Strategy team at NNUH is responsible for the development of sustainable financial plans, strategic capital planning, and monitoring of performance against the Trust's financial strategy. The Strategic Financial Analyst is an essential part of the team, helping to support and...
-
Financial Crime Analyst
5 days ago
Norwich, Norfolk, United Kingdom Aviva plc Full timeThis is a great job for someone who has experience in relation to the application and completion of financial crime controls in investment and asset management (or other financial sectors such as Finance, Banking, or Insurance). A bit about the job: The team are accountable for Customer Due Diligence activity, financial crime screening, oversight of...
-
Norwich, United Kingdom Baldwin Risk Partners Full timeBKS Partners is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take...
-
Business Analyst
2 weeks ago
Norwich, United Kingdom Reed Finance Full time**Reed Accountancy and Finance** are proud to be working with a Norwich based service provider who are looking for a fully qualified **Finance Business Analyst** who will be integral to the delivery of financial and operational models and information. The post is offering hybrid working, free on-site parking, a competitive salary as well as professional...
-
Business Analyst
2 months ago
Norwich, United Kingdom Atkinson Moss Full timeAtkinson Moss is delighted to be supporting our client in their search for a Business Analyst. This role will be integral in supporting business change by providing relevant management information and will support effective decision within Finance. The rolewill be delivering financial and operational support and information using Excel, and Power BI...
-
Finance Business Analyst
1 month ago
Norwich, United Kingdom Pure Resourcing Solutions Full time**Overview** Pure are partnering with one of Norfolk’s leading organisations to recruit for a Finance Business Analyst to join their brilliant team based in Norwich. This is an exciting new opportunity for an ambitious accounting professional, who is looking to join an organisation that will support with your career progression. In addition, they genuinely...
-
Financial Analyst
1 month ago
Norwich, United Kingdom Atkinson Moss Full timeAtkinson Moss are pleased to have been engaged to support a leading organisation, recruit this newly created position. Reporting directly to the Finance Director, you will play a pivotal role in decision making process through delivering robust insightsand analysis of past and expected future performance of this organisation. - **Location: Norwich**: -...
-
Commercial Analyst
3 days ago
Norwich, United Kingdom Keeler Recruitment Full timeOur client, a highly successful business in Norwich, are seeking an experience and self motivated Commercial Analyst/Commercial Accountant to join their team. The role is a fantastic opportunity to play a key role supporting development of commercial opportunitiesacross the organisation. This role is on an 18-month Fixed Term Contract, due to the secondment...
-
Service Delivery Analyst
1 month ago
Norwich, United Kingdom rthirteen recruitment Full timerthirteen are aiding the recruitment of a **Service Delivery Analyst** with broad technical and financial knowledge. Joining an established financial software company, you will take responsibility for the delivery of project plans and act asthe main point of contact for all stakeholders. Day to day, you will collate and report on data and statistics,...
-
Lead Analyst
2 weeks ago
Norwich, United Kingdom Norfolk Full timePermanent Contract | £47,320 to £51,304 per annum (Scale L) | 37 hours per week | Norwich The Insight & Analytics Service at Norfolk County Council is looking for a Lead Analyst to join our team. In this exciting leadership role, you will apply your expert analytical knowledge to inspire, manage and develop an inclusive team of senior analysts,...
-
PMO Analyst
7 days ago
Norwich, United Kingdom Aviva Full timePMO Analyst Salary circa £38,000 We are currently recruiting for a PMO Analyst to be a part of our high performing and highly valued team, within Aviva’s Group Transformation function, which plays a key role in supporting our change community delivery and change portfolio to deliver Aviva’s strategy. The team work alongside other Business and...