Financial Analyst, MI Reporting
Core
Delivering key management information including P&L, CFO reporting packs, and Balance Sheet reviews by compiling data from multiple sources and analyzing variances.
Role type
Financial Analyst (Management Information Reporting)
Builds
Monthly P&L and CFO reporting packs, Balance Sheet review files, Broker Results reports, and CPC reports for partnerships.
Domain
Insurance (P&C) / Financial Reporting
Deliverable
dashboards & analysis
Required skills
Financial reporting, Balance Sheet reconciliations, General ledger management, Variance analysis, Control checks, UAT testing, PBCS (SmartView), Oracle Fusion ERP, MS Excel, Accounting principles
Preferred skills
P&C insurance industry knowledge
Responsibilities
Compile data to prepare and deliver monthly P&L and CFO reporting packs; Review, edit, and obtain sign-off for reporting packs; Produce Broker Results reporting using PBCS; Prepare Balance Sheet review files and investigate significant movements; Support Balance Sheet review meetings; Execute control checks including DAC G&A and pairing nominal controls; Prepare CPC reports for partnerships; Provide support for audit requests and corporate accounting activities; Contribute to UAT testing for system enhancements.
Seniority
Mid-level, hands-on IC