Sr Financial Analyst - Westwood Insurance

Westwood Insurance Agency is one of the largest personal lines agencies in the US. Since 1952, we've helped more than a million customers protect what matters most. Licensed in all 50 states, Westwood represents hundreds of insurance products offered by the country's top insurance companies. That's an advantage for our customers, who benefit from a wide selection of products and pricing. Westwood works closely with home builders and mortgage companies to provide homeowners insurance that is fast, easy, and hassle-free. Our technology-based approach simplifies the process by incorporating insurance into the closing process. The result is happier customers and more on-time closing. As a full-service agency, we can help customers find the right coverage for their circumstances from a wide variety of insurance products, including homeowners and renters policies, auto insurance, specialty item and special event endorsements, small business insurance, umbrella policies, and much more.
Primary Responsibility:

• Analyze monthly financial results, including KPI's, and identify/explain trends and changes from Plan/Prior Year, preparing related summaries/ management reports for business leaders and other key stakeholders.
• Provide Monthly Reporting package and communicate results as needed to support VP.
• Develop and Automate models to transform data into meaningful, clear, concise management reporting.
• Assist in developing Plan and Forecast using various models, industry data, and insights from business leaders.
• Develop Key understanding of the Expense and Revenue drivers of the business to be used in various modeling.
• Support business opportunities by collaborating with business leaders and their teams and creating proformas and other adhoc analysis.
• Ability to work primarily independently of the VP
• Contribute to positive work environment by demonstrating cultural expectations and influencing others to reward performance and "can do" attitude.

Required Qualifications:

• Education: Bachelor's Degree
• Finance, Accounting, and or Business Degree
• Experience 2-4 years of relevant work experience
• Licenses: Not required but recommend insurance licenses including CPCU or Affiliated, P&C licensing etc.

Skills:

• Analyze information and use logic/rationale that connects various concepts
• Utilize effective research and investigative techniques
• Quick Learner in picking up insurance concepts and implementing into analysis
• Understanding of General Accounting (Preference)
• Very good knowledge of Microsoft Office tools especially Excel
• Insurance Experience is preferable

Work Environment

• Travel Frequency - beyond above, be able to attend conferences and client meetings: ~10%

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