Analyste financier
Core
Financial analyst supporting executive decision-making and organizational performance through budgeting, forecasting, and investment portfolio analysis.
Role type
Senior financial analyst (insurance)
Builds
Financial reports, performance dashboards, and strategic recommendations for an insurance organization.
Domain
Insurance / Financial Planning & Analysis
Deliverable
dashboards & analysis
Required skills
Financial analysis, budgeting and forecasting, variance analysis, profitability analysis, financial reporting, investment portfolio performance tracking, business partnering, process improvement, data analysis, advanced Excel
Preferred skills
Power BI, Workday, property and casualty insurance domain knowledge, CPA/CFA/ACIA certification
Technologies
Microsoft Excel, Power BI, Workday
Responsibilities
Analyze insurance and investment activities to inform executive decisions; prepare and monitor budgets, forecasts, and variance analysis; produce profitability analyses and financial scenarios for strategic projects; prepare value creation reports for projects and investments; track and analyze investment portfolio performance; develop and maintain KPIs and dashboards for proactive performance management; monitor financial performance across organizational sectors; act as a business partner to managers for result analysis and decision support; recommend and implement improvements to financial analysis processes and data quality.
Seniority
Senior, hands-on IC