Senior Financial Analyst

About Integrated Specialty Coverages

Integrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial insurance wholesaler leading innovation in the market.  

Backed by one of the leading private equity firms, KKR, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse. As a leading online distributor of insurance products for a range of industries and “Main Street USA”, we are looking for the right people to help us in our mission of achieving exponential growth. We strive to be the number one place to go for brokers and agents to source insurance. To accomplish this, we’re building a digitally focused team that deeply understands the intersection between user experience, data, and AI/ML to optimize the way we engage with our customers and partners.

Job Summary

The Sr. Financial Analyst will be responsible for tracking ISC’s financial performance against a plan, analyzing business performance and market conditions, forecasting business unit and department financials and KPIs, and assisting senior management make tactical and strategic decisions by providing periodic and ad hoc reports. This position will utilize Excel, PowerPoint, PowerBI, and internal systems to drive analyses while partnering with BU/Department heads. 

Position Responsibilities

• Identifies financial status by comparing and analyzing actual results with plans and forecasts.
• Develop predictive financial models to support company decision making and budgeting.
• Reconcile, build, and maintain KPI reporting metrics through Power BI / Tableau / Excel.
• Work with HR and BU heads to build and maintain incentive compensation design and targets
• Guides cost analysis process by establishing and enforcing policies and procedures; providing trends and forecasts; explaining processes and techniques; recommending actions.
• Improves financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management.
• Cross-collaborate with BU/Department leaders to understand, model, and drive changes.
• Communicate reports and models effectively with management.  
• Assess strategic growth levers and potential operational efficiency opportunities.
• Ad hoc reporting as requested. 

Minimum Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field; CFA or CPA designation, or progress towards designation a plus.
• 5+ years of relevant experience in corporate finance, financial planning & analysis, investment banking, consulting, or other related fields.
• Advanced working knowledge of Excel and building financial models
• Proven ability working with large data sets
• Excellent analytical, decision-making, and problem-solving skills
• Strong written and oral communication skills
• Strong organizational skills with attention to detail
• Preferred prior experience with PowerBI and/or Vena
• Preferred experience working in the insurance industry 

 

The starting annual pay scale for this position is listed below. Actual starting pay will be based on factors such as skills, qualifications, training, and experience. In addition, the company offers comprehensive benefits including medical, dental and vision insurance, 401(k) plan with match, paid time off, and other benefits.

ISC's salary ranges are determined by role and level. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations and could be higher or lower based on a multitude of factors, including job-related skills, experience, and relevant education or training.

National Pay Range$83,033—$103,792 USD

Benefits of Working at ISC

• Employee Ownership Program - every eligible employee shares in the financial rewards that grow when the company grows
• Professional development opportunities
• Owner Referral Program
• Work from home reimbursement for remote/hybrid roles
• Burnalong digital health and wellness platform
• Canary emergency financial assistance program
• Comprehensive medical, dental, vision
• Life/AD&D Insurance
• Confidential, Employee Assistance Program
• Health Savings Account, includes company contribution
• Short-term disability
• Voluntary benefits - supplemental accident, critical illness, hospital insurance
• Employee discounts
• 401(k) Plan wi