Senior Financial Analyst

Are you looking for more than just a job? Do you want to have a voice and feel a sense of belonging? At ICW Group, we hire innovative people who consistently adapt, grow and deliver. We believe in hard work, a fun work environment, and embracing creativity that only comes about when talented people collaborate to develop solutions. Our mission is to create the best insurance experience possible.
 

Headquartered in San Diego with regional offices located throughout the United States, ICW Group has been named for seven consecutive years as a Top 50 performing P&C company offering the stability of a large, profitable and growing company combined with a small-company entrepreneurial spirit. Our purpose-driven ethos provides team members with opportunities to contribute, develop, and belong. 

PURPOSE OF THE JOB

The Senior Financial Analyst will be responsible for financial research, modeling, and analysis to enhance and optimize business monitoring and strategic decision making. This position will produce accurate and timely financial budget and forecasting information for the organization as well as perform capital forecasting and analysis.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Coordinates strategic expense planning process across the enterprise.

• Develops the timeline and deliverables for annual planning and interim forecasts.
• Creates templates and tools to facilitate the process for the department/enterprise.
• Prepares regular updates of strategic plan and transfers information to the enterprise roadmap.
• Tracks performance to plan metrics and prepares monthly reports.
• Validates forecast assumptions, quantifies business risks and opportunities and drives accuracy improvements.

Facilitates annual operating and capital budget development process across assigned departments and coordinates with Accounting and other LOBs to integrate data.

• Establishes calendar for department(s) based on Enterprise calendar.
• Provides guidance and direction to leaders in budget preparation.
• Compiles data and prepares materials for review.
• Submits final approved budget to Accounting for approval.
• Supports organization wide resource planning initiatives.

Drives financial foresight through detailed capital modeling and proactive risk monitoring.

• Develops and maintains financial models to evaluate capital positioning and provides actionable insights for senior management.
• Conducts scenario analysis to forecast potential financial outcomes and implications for the Company’s standing with key stakeholders including investors and rating agencies.
• Tracks and analyzes key risk metrics to identify potential financial risks and opportunities.
• Prepares risk reports and dashboards for senior management, highlighting key risk areas and mitigation strategies. 

Develops department/enterprise metrics and scorecards to track department/business performance and progress.

• Creates and establishes standard set of monthly reports and metrics.
• Develops methodology for new statistical measures and reports to be used for department/enterprise decision-making.
• Prepares monthly department/business financial analyses or other reports.
• Develops internal controls by ensuring data accuracy and data completion.
• Ensures compliance with financial guidelines, company policies and relevant regulations.

Contributes expertise, analytical and other skills to enhance department/business operations.

• Provides analytical support across departments as requested.
• Coordinates the department/enterprise project calendar using Microsoft Project or similar tool.
• Compiles and presents data as graphs, charts, tables, and written or other appropriate presentation methods.
• Leads medium to large projects using effective project management techniques.
• Collaborates with leaders and stakeholders to align and justify funding to business and strategic requirements.
• Provides leaders with timely, relevant and actionable financial and operational reporting and forecasting.

SUPERVISORY RESPONSIBILITIES

This job does not have supervisory responsibilities. However, informal leadership is require