Responsibilities:
- Collaborate cross-functionally to develop new financial models to support new product design, revenue analytics and buildout of robust processes to streamline revenue booking and reporting cycles
- Run and maintain multiple complex revenue calculation models
- Utilize sophisticated data and BI tools, Tableau and Looker to extract, ingest, analyze, and validate large scale datasets and translate business problems into data models, visualizations, reports and presentations which yield actionable recommendations.
- Monitor policy revenue and profitability trends across key line of business, prepare revenue reporting and provide data to support the revenue forecasting and financial reporting.
- Identify and implement areas of improvements and efficiency
- Review contracts, rates, and commission transactions to ensure proper revenue recognition
- Maintain an audit trail of complex revenue treatment of transactions, assumptions, and amendments, and respond to inquiries from internal business partners and auditors
- Assist in month-end and quarterly revenue process and financial reporting
- Ad hoc analysis and projects
Qualifications:
- Bachelor's degree required - preferably in Business, Finance, Economics, Accounting, or a related quantitative field
- At least 5 years of experience in finance or accounting
- Must have advanced Excel skills and heavy modeling skills with demonstrated capabilities
- Experience with database and BI tools such as SQL query, Tableau, Power BI and Looker is preferred
- Familiarity with basic concepts of insurance industry or financial services is a plus
- CPA, CFA, MBA, or progress towards, is preferred but not required
Preferred Experience and Abilities:
- Detail-oriented with the ability to work independently
- Ability to apply critical thinking and analytic skills to formulate recommendations and resolve problems
- Ability to research, analyze and interpret complex data and formulate recommendations
- Able to grasp and apply new concepts quickly
- Collaborative and team-oriented communication style, able to work effectively with cross-functional teams
- Ability to effectively prioritize concurrent responsibilities and meet timelines