How you'll make an impact
As a Financial Analyst your primary focus will be collaborating with Underwriting, Risk Management, and Accounting teams to manage and oversee the financial operations of group captive insurance companies.
Responsibilities:
- Lead in the financial management of group captive insurance companies.
- Perform financial analysis on behalf of clients and provide consultation to clients around analytical findings.
- Establish and develop strong term relationships with clients and external service providers such as actuaries, tax advisors, auditors, investment managers, bankers, carriers and TPAs.
- Prepare and present financial materials for Board of Directors meetings of group captive insurance companies managed by Artex.
- Manage process improvement projects and also act as an analytical or procedural expert to represent the team on cross-functional process and project deliverables.
- Assist in the formation and management of new group captive insurance companies.
About You
Required:
- Bachelor's degree (Accounting, Finance, or Business Administration) and 2 years of related experience required.
Preferred:
- Bachelor's degree and minimum 2 years relevant experience
- Financial accounting or related experience
- Willing to travel to client facing or internal meetings 2-6 times per year
- Excellent oral and written communication ability
- Experience in client-facing roles
- Advanced proficiency in Excel, with a preferred understanding of Power BI
- Prior experience with SQL Server or a willingness to learn is an added advantage
- Strong analytical, problem-solving, and communication skills.
- Strong attention to detail and accuracy.
- Ability to work independently and collaborate in a team environment.
- Basic understanding of data reporting, or willingness to learn.
