Financial Analyst - Surety
Core
Analyze financial information and assess risk for contractors and related companies to underwrite contract surety bonds and bonding facilities.
Role type
Credit Analyst (Contract Surety)
Builds
Contract surety bonds and bonding facilities
Domain
Insurance / Surety Bonding
Required skills
Financial statement analysis, Risk assessment, Forecasting, Business plan evaluation, Annual account reviews, Solution proposal for underwriting challenges, Broker relationship management
Preferred skills
Enrollment in ACSB program, Industry networking, Customer service excellence
Technologies
None stated
Responsibilities
Underwrite and assess risk for contract surety bonds and bonding facilities; Analyze and interpret financial statements and forecast future performance; Understand a contractor's operations, experience and business plan; Complete formal annual account reviews; Underwrite bond requests and create/propose solutions for challenges; Develop relationships with assigned brokers and clients; Participate in industry functions to increase visibility and network with key stakeholders.
Seniority
Entry-level to Mid-level IC