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Senior Financial Analyst

https://www.roberthalf.com Logo

Robert Half

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Location:
United States, Bridgewater

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

The Senior Financial Analyst will support monthly and quarterly financial reporting for insurance programs, prepare schedules and tables for premium, commission, and claims reviews, compile executive reports, and drive process improvement initiatives. The ideal candidate has financial services or insurance experience and advanced skills in Microsoft Excel, Access, SQL, and PowerPoint.

Job Responsibility:

  • Update and manage databases and reports
  • Prepare and manage schedules and tables for premium, commission, and claims reviews
  • Compile monthly files and executive reports
  • Identify and resolve data-related issues
  • Execute data preparation, analysis, and automation
  • Collaborate with IT and other teams
  • Utilize advanced skills in Microsoft Excel, Access, SQL, and PowerPoint
  • Drive process improvement initiatives

Requirements:

  • Financial services or insurance experience
  • Advanced skills in Microsoft Excel, Access, SQL, and PowerPoint
  • Data mining and analytical skills
  • Ability to drive process improvement initiatives
What we offer:
  • Medical, vision, dental, and life and disability insurance
  • Eligibility to enroll in company 401(k) plan
  • Free online training

Additional Information:

Job Posted:
March 22, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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