Senior Financial Analyst - Westwood Insurance
Core
Transform complex financial and operational data into meaningful business insights to support strategic decision-making and management reporting for a personal lines insurance agency.
Role type
Senior FP&A Analyst
Builds
Management reports, financial models, and AI-centric reporting solutions
Domain
Insurance / Financial Planning & Analysis
Deliverable
production ML models | dashboards & analysis
Required skills
Financial modeling, data analysis, trend identification, proforma creation, process automation, Microsoft Excel, AI tool utilization
Preferred skills
Insurance industry experience, CPCU or P&C licensing, General Accounting knowledge, research techniques
Technologies
Microsoft Office (Excel), Anthropic AI tools
Responsibilities
Analyze monthly financial results and KPIs to identify trends; Develop and automate models for management reporting; Collaborate on plan and forecast development; Create proformas for business opportunities; Partner with technology teams on AI-centric solutions.
Seniority
Mid-Senior, hands-on IC
