Manager, Financial Data and Analysis
Responsibilities
Looking for a Manager Financial Data and Analysis to become part of a Corporate Financial Data and Analysis team. This role will be involved with strategic analysis and content evaluation related to various global financial applications. The individual will work cross-functionally to translate & consolidate data from multiple Berkley operating units into a cohesive set of financial data which will be used to inform decisions regarding profitability and risk assessment. The cross-functional nature of the project will require the coordination from various teams such as underwriting, marketing, claims, technology, actuarial, accounting and operations. This role will focus on strategy & analysis of the integration of various financial data sets and applications in order to facilitate best practices and drive innovation for the future state of operating unit’s data.
Key Functions/Duties of Position:
- Perform self-initiated financial analysis to evaluate trends, model future behavior, support implementation decisions, and create insights to drive financial process efficiencies.
- Determine and implement data reporting strategies to provide critical information to operating units, finance, and other key areas.
- Partner with non-financial business managers and team members to perform strategic work
- Assist with general business processes, accounting, audits, financial related issues, and other production related items associated with Peoplesoft, Vena, and the Berkley Data Warehouse (BDW).
- Present work and engage in strategic discussions with senior management.
- Work cross-functionally with multiple departments including Underwriting, Marketing, Claims, Accounting, etc.
- Responsible for the development of reporting requirements and models to facilitate analyses supported by data metrics and analytics from various applications.
- Conduct analysis of key business drivers, trends and performance indicators to provide value-added inputs.
- Manage and complete monthly reconciliations for companies going through various implementations of financial systems.
- Work extensively with both international and US based finance teams across the multiple projects.
- Monitor and manage adherence to financial standards and governance implemented by the Corporate Finance organization and BDW steering committee.
- Manage a team of three direct reports in their daily activities.
Qualifications
Education Requirement
- Bachelor's degree in finance, economics, mathematics, statistics or other relevant field that demonstrates quantitative orientation
Qualifications:
- 10+ years of experience in the P&C or Health Insurance Industry.
- Strong analytical skills and strategic mindset; experience looking at Insurance data analytically / actuarially, effective communicator
- Critical thinking & demonstrated experience in problem solving, making decisions influenced by business insights and an aptitude for analyzing trends in data utilizing financial modeling
- Great judgement and decisiveness when dealing with timely, deadline-driven, content-related issues and concerns
- Ability to think outside the box & challenge status quo when required by highlighting new trends, improving existing processes or are open to sourcing those ideas from others
- Thrive in a fast-paced environment, with a specific focus on generating results Team player, upbeat, and focused, with a strong passion to learn and succeed
- A strong comfort level with analyzing large datasets and drawing meaningful conclusions/results that add value to the business
- Adept at writing, facilitating and presenting analyses
- Excellent relationship management abilities/strong interpersonal communication skills
- Proven track record of meeting deadlines, and taking initiative to make confident and well-informed decisions
- Self-starter, with the ability to take initiative, set and drive toward goals -while managing priorities
- Extremely Proficient in use of Microsoft Excel Tools
- Experience with Peoplesoft
- Experience with Planning Applications such as Vena, SAP, or Oracle
- Proficiency in working with Essbase, OBIEE, Power BI, and other Business Intelligence Reporting tools
- Experienced in the use of Reference Data, cross walks, or hierarchies to simplify various reporting and processes.
Additional Company Details
The Company is an equal employment opportunity employer.
Additional Requirements
Must be fully vaccinated and remain fully vaccinated against COVID-19. *, unless prohibited by law.