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 required in order to align resources and engage them in performing tasks as a project manager.

EDUCATION AND EXPERIENCE

• 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.

CERTIFICATES, LICENSES, REGISTRATIONS

None required.

KNOWLEDGE AND SKILLS

• 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.

PHYSICAL REQUIREMENTS 

Office environment – no specific or unusual physical or environmental demands and employees are regularly required to sit, walk, stand, talk, and hear.

WORK ENVIRONMENT 

This position operates in an office environment and requires the frequent use of a computer, telephone, copier, and other standard office equipment.

We are currently not offering employment sponsorship for this opportunity

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The current range for this position is

This range is exclusive of fringe benefits and potential bonuses.  If hired at ICW Group, your final base salary compensation will be determined by factors unique to each candidate, including experience, education and the location of the role and considers employees performing substantially similar work.

WHY JOIN ICW GROUP?
•    Challenging work and the ability to make a difference
•    You will have a voice and feel a sense of belonging
•    We offer a competitive benefits package, with generous medical, dental, and vision plans as well as 401K retirement plans and company match
•    Bonus potential for all positions
•    Paid Time Off with an accrual rate of 5.23 hours per pay period (equal to 17 days per year)
•    10 paid holidays throughout the calendar year
•    Want to continue learning? We’ll support you 100%

ICW Group is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. ICW Group will not discriminate against an applicant or employee on the basis of race, color, religion, national origin, ancestry, sex/gender, age, physical or mental disability, military or veteran status, genetic information, sexual orientation, gender identity, gender expression, marital status, or any other characteristic protected by applicable federal, state or local law.