Full-Time

Senior Financial Analyst

Posted on 11/21/2024

ICW Group

ICW Group

1,001-5,000 employees

Financial Services
Healthcare

Compensation Overview

$86.2k - $145.5kAnnually

+ Bonus

Senior

No H1B Sponsorship

San Diego, CA, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Data Analysis
Requirements
  • Bachelor's degree from four-year college or university required with a major or emphasis in Accounting, Finance or related field. Additional experience may be considered in lieu of degree.
  • Minimum 3-5 years of related experience required.
  • Advanced knowledge of accounting and/or financial principles and practices.
  • Knowledge of budget management, reporting best practices, and forecasting.
  • Advanced level competency using analysis tools such as Excel, Access, etc.
  • Understanding and demonstrated application of statistical analysis tools.
  • Understanding of P&L financial statements and key business drivers.
  • Ability to apply principles of logic to a wide range of intellectual and practical problems.
  • Ability to collaborate across other technology programs.
  • Excellent communication and relationship management skills to influence and resolve issues.
  • Key characteristics required: attention to detail, sense of urgency, ability to multitask; adaptability and flexibility to perform work at all levels.
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.

Company Stage

N/A

Total Funding

N/A

Headquarters

Round Rock, Texas

Founded

1972

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Expansion to New York opens new market opportunities and regional partnerships.
  • Addition of Surety Bonds attracts clients in construction and real estate sectors.
  • Paul Zamora's leadership may improve underwriting practices and profitability.

What critics are saying

  • New York's complex regulatory environment may challenge ICW Group's expansion.
  • Surety Bonds introduce underwriting risks requiring specialized expertise.
  • Charitable initiatives may divert focus from core business operations.

What makes ICW Group unique

  • ICW Group offers a diverse portfolio including Surety Bonds and Guarantees.
  • Recognized in Ward's 50 top-performing P&C companies for 2023, enhancing credibility.
  • Strong corporate social responsibility through initiatives like Change4Change.

Help us improve and share your feedback! Did you find this helpful?

INACTIVE