Financial Analyst | Popular Insurance

General Description

• Help empower results for the team by delivering innovative and effective solutions with an entrepreneurial and customer focus attitude.  The position requires an inquisitive mind and a self-starter individual with a strong financial background to work on the assessment of the business plan to help forge a new future.  We are focused on Sustainable Growth that delivers the best Customer Experience, Simplicity in our process and a talent pool that is Fit for the Future. 

Essential Duties and Responsibilities

• Business Activities

  •  Co-create management strategy presentations, as well as a series of business briefs and other financial communications as the Annual Report in collaboration with management.

  • Prepare ad hoc financial analysis reports such as: forecast analysis, producer profitability analysis, product sales analysis, client analysis, growth opportunities analysis, benchmarking analysis.

  • Periodically update the Insurance Business profitability model; analyze results and discuss findings and recommendations with management.

• Sales Plan

  • Monitor the development, revision, and analysis of each line of business sales plan.

  • Continuously review format and contents to secure a best-in-class Sales Plan Document.

  • Support strategic projects including evaluation, planning, and monitoring.

• Budget

  • Lead the preparation of budget guidance, meetings, critical path, and milestones.

  • Support managers as liaison with the accounting unit in the preparation of the budget.

  • Lead the monitoring of forecast monthly.

• Forecast

  • Assist each manager in the development of financial modeling and forecasting.

  • Assist and support financial and non-financial personnel regarding variance analysis. 

  • Communicate the financial conditions of lines of business and raise issues with recommendations when required.

• Peer Review and Metrics

  • Lead the development, consolidation, and monitoring of critical metrics.

  • Assist and coordinate the preparation of the Marsh Berry PHP reports.

  • Research best-in-class metrics for insurance programs in financial institutions.
     

Supervisory Responsibilities:
This job has no supervisory responsibilities.

Education

• Bachelor’s degree in business administration with concentration in Accounting and/or Finance; Engineering, Information Systems, or higher degree such as MBA or JD.

• The following certifications and/or licenses are recommended yet not required: 

  • CPCU, CLU, CIC, or CRM Designation
     

Experience

• Related experience of no less than 3 years required. A JD or MBA degree will comply with the experience requirement.

Other Qualifications

• Excellent people skills and teamwork.
• Dexterity to manage multiple tasks and responsibilities simultaneously without supervision.
• Oral and written Communication in Spanish and English. Speaks clearly and persuasively in positive or negative situations; Demonstrates group presentation skills.
• Collects, research and complements data; Synthesizes complex or diverse information
• Demonstrates attention to detail; Generate creative solutions.
• Identifies and resolves problems in a timely manner; Develops alternative solutions.
• Proficiency in Word Processing, Presentations, Spreadsheet, Internet, other related software.
• Demonstrate ability in project management, identification of business needs, work plan, time management, resource allocation, team management, and change management. Must demonstrate leadership, logic, and reasoning skills.

Values

Additional Requirements

The information provided here is only a general guide as to the nature of the position and does not constitute an exact description of the goals, tasks, duties and responsibilities of the position. The specific details of each position are described in the employee’s performance evaluation.